Is NTLA a good stock to buy? We came across a cheap thesis for Intellia Therapeutics, Inc. in Markman Capital Insight’s Substack. In this article, we will summarize the bulls thesis on NTLA. One share of Intellia Therapeutics, Inc. it was $16.61 as of June 29th.
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Intellia Therapeutics, Inc. operates as a clinical-stage genome editing company focused on developing potential therapeutics using CRISPR/Cas9-based technologies. NTLA is emerging as a leading player in the next generation of gene-edited therapies following the first successful Phase 3 trial of an in vivo CRISPR treatment, lonvoguran ziclumeran (lonvo-z), for hereditary angioedema (HAE).
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A single infusion reduced HAE attacks by 87% compared to placebo, made 62% of patients attack-free, produced no serious adverse events, and met all primary and secondary endpoints with strong statistical significance.
Unlike previous ex vivo CRISPR therapies that require chemotherapy and cell removal, lonvo-z edits genes directly inside the body using lipid nanoparticle delivery, marking a major technological milestone that could establish a viable regulatory framework and future commercialization of gene editing therapies. Despite this success, the stock has fallen as investors remain focused on commercial risks, including patient acquisitions, reimbursements, price negotiations, long-term safety monitoring, and competition for effective chronic therapies.
However, the company has already launched a Biologics License Application that could be launched in the US aimed at the first half of 2027, while the simple outpatient administration of lonvo-z offers meaningful advantages over existing gene editing methods. Beyond HAE, Intellia has a broad platform opportunity with nex-z for transthyretin amyloidosis, a very large market with an estimated 250,000 to 500,000 patients worldwide, and additional pipeline programs that could benefit from validation of its delivery platform.
The thesis states that recent clinical success significantly de-risks the entire in vivo CRISPR platform, positioning Intellia alongside other industry leaders to hold long-term value as gene editing expands into larger indications. While sales remain a key uncertainty, successful regulatory approvals and broad platform adoption could position Intellia as the most impactful decade combination as the gene editing market matures.
