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Intellia Expands Its In Vivo Advantage

May 02, 2021 6:25 AM ETIntellia Therapeutics, Inc. (NTLA)13 Comments
Dan Strack profile picture
Dan Strack


  • Intellia has optimized its core LNP technology to work across multiple targets within the liver.
  • Now the company is branching into in vivo targets in bone marrow and HSC.
  • Intellia is years ahead of its CRISPR competitors with its LNP technology.

DNA and genome editing
Photo by elenabs/iStock via Getty Images

Over the past several years, Intellia (NASDAQ:NTLA) has been developing the most advanced CRISPR in vivo platform in the industry. While CRISPR Therapeutics (CRSP) has captured the market’s attention with

This article was written by

Dan Strack profile picture
Research investment analyst for Chicago consulting firm until 2009. In this role I was the lead analyst on large 401k plans, pensions and endowments totaling over $20 billion in assets. I also headed analyst research on fixed income and hedge fund of funds portfolios. Today, I focus my research on finding value stocks with sound fundamentals and healthy cash flow. I concentrate my personal portfolio on quality dividend growth stocks and keep an active watch list of over 150 stocks to add on pull backs or at an attractive valuation. I exited the finance industry in 2010 to follow my dream of becoming a firefighter. I now live and work in Texas. I invest mainly in long-term growth trends and under appreciated sectors.

Analyst’s Disclosure: I am/we are long NTLA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (13)

Booban profile picture
Is this the technique which is actually Beams? Base editing?
Dan Strack profile picture
@Booban this is not base editing. NTLA has a base editing technology, but still in research/preclinical phase
Booban profile picture
@Dan Strack thanks.
Dan great call on NTLA : worth buying at current prices: valuation please?
Dan Strack profile picture
@HINDUKUSH Long-term (5+ years horizon), its absolutely a buy in my opinion. 9 billion in market cap seems crazy for a biotech still in Phase 1 trials, but the upside potential is gigantic. Still trade at a discount to CRISPR Therapeutics ($11.5 B) and ALNY ($19 B).
While there are plenty of risks still out there, there are still numerous catalysts this year with Novartis/Intellia sickle cell data coming soon as well as Intellia's TCR program, NTLA-5001 starting clincal trials by the end of the year.
@Dan Strack thank you please keep your analysis coming
Dan, 1st fire fighter/financial analyst, very unique! 2nd I sure your fellow fire fighters, if they know of your background and/or being a Seeking Alpha contributor are asking you for hot stock tips (yes, pun intended). 3rd where did you get the medical science background to understand this area and NTLA, specifically. 4th great article!
Dan Strack profile picture
@charles1222 I’m just a nerd who enjoys reading books on genetics and doing research. Thanks for the kind words!
Today's news from Intelia and Regeneron seems very significant, and positive for both
Thanks Dan, interesting. Would you expect any comments from the company on ATTR during the ASGCT Annual Meeting? Perhaps here:

Title: “Development of Systemic CRISPR-Based Therapeutics”
Session Title: Genome Editing – Clinical and Preclinical Updates
Date and Time: Tuesday, May 11, 2021, 10:26 – 10:52 a.m. ET
Presenting Author: Laura Sepp-Lorenzino, Ph.D., chief scientific officer
Dan Strack profile picture
@inspi I don’t believe so. They appear to be talking mainly about AATD. Management has also stated they’ll telegraph exactly when they plan to present the ATTR data.
Random Logic profile picture
Thanks Dan for your awesome reporting on NTLA! Based on your pieces, I expanded my starter position into a larger one. GLTUB
Vey interesting article, thanks.
The recent progress in LNP delivery seems to explains the huge price movement of $NTLA in 2020. Looking forward to see further progress.
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