Intellia Therapeutics (NTLA)
Develops CRISPR medicines led by lonvo-z and nex-z.
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Develops CRISPR-based medicines led by lonvo-z for hereditary angioedema and nex-z for ATTR amyloidosis, with no approved-product sales base yet. The model depends on FDA review, clinical safety monitoring, Regeneron and AvenCell partnerships, and capital access while late-stage programs move toward possible commercialization.
Develops CRISPR-based medicines using in vivo gene editing, oligonucleotides, and lipid nanoparticles rather than marketed drugs. The lead program, lonvo-z for hereditary angioedema, is in rolling BLA submission after positive late-stage data; nex-z for ATTR amyloidosis is active in late-stage trials after FDA holds were lifted.
Headquartered in Cambridge, Massachusetts, with a global HAE trial and a potential U.S. launch plan, the company runs a development-stage model funded by collaboration revenue and equity financing. Partnered programs include Regeneron-led hemophilia B work and AvenCell cell-engineering programs licensed from Intellia.
The business depends on FDA review, clinical safety monitoring, partner economics, and continued capital access because no approved-product sales base exists.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Wedbush | Reiterate | Rating: —Target: $17 | Target: $13 |
| Aug 7, 2026 | Evercore ISI | Upgrade | Rating: —Target: $8 | Target: $24 |
| Aug 7, 2026 | Evercore ISI Group | Upgrade | ||
| Jul 16, 2026 | Wolfe Research | Downgrade | ||
| Jul 15, 2026 | Wolfe Research | Downgrade | Rating: —Target: — | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $437.8M · Total debt $73.4M · Total assets $857.2M · Shareholders' equity $727.7M
- Revenue
- $7.7M
- Operating income
- −$112.8M
- Net income
- −$106.6M
No dividends on record.
| Institutions | ≈ 103.31% | 144.76M shares | |
|---|---|---|---|
| 354 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.83% | 2.56M shares | |
| 16 holders · as of Aug 24, 2026 | |||
| Adds to | 105.14% | ||
140.13M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 105.14%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ark Investment Management LLCInstitution | 12.04% | 16.88M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 11.00% | 15.41M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.59% | 9.23M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.23% | 7.33M | as of Jun 30, 2026 |
D. E. Shaw & Co., Inc.Institution | 4.60% | 6.44M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | John M. Leonard | director, officer: President and CEO | −2,785 | $13.00 |
| Aug 20, 2026 | John M. Leonard | director, officer: President and CEO | −19,890 | $12.60 |
| Jul 22, 2026 | Edward J. III Dulac | officer: EVP, Chief Financial Officer | −8,111 | $11.25 |
| Jul 2, 2026 | Edward J. III Dulac | officer: EVP, Chief Financial Officer | −4,677 | $18.00 |
| Jul 1, 2026 | Michael P. Dube | officer: VP, Chief Accounting Officer | −2,641 | $16.78 |
- Alnylam Pharmaceuticals
Approved ATTR RNAi franchise against one-time TTR editing
- Ionis Pharmaceuticals
Dual HAE and ATTR RNA medicines beside CRISPR editing
- Takeda (ADR)
Established HAE prophylaxis franchise with TAKHZYRO
- Pfizer
Market-leading oral stabilizer in ATTR-CM
- BridgeBio Pharma
Focused ATTR-CM stabilizer challenger with Attruby
- BioCryst Pharmaceuticals
Oral HAE prophylaxis and expanding kallikrein portfolio
- CRISPR Therapeutics
CRISPR platform peer with commercial Casgevy and in vivo pipeline
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Intellia Therapeutics | $12.22 | −3.70% | $1.77B | — | — | 29.8 | −46.2% |
| Alnylam Pharmaceuticals | $247.57 | −1.62% | $33.67B | 42.5 | 29.4 | 7.0 | +66.9% |
| Ionis Pharmaceuticals | $43.54 | −4.83% | $7.60B | — | — | 8.7 | −40.7% |
| Takeda (ADR) | $18.88 | −0.40% | $60.30B | 52.9 | 60.0 | 2.0 | +4.2% |
| Pfizer | $27.95 | +0.07% | $159.19B | 36.9 | 10.0 | 2.5 | +2.6% |
| BridgeBio Pharma | $66.41 | −4.07% | $13.56B | — | — | 19.6 | +120.4% |
| BioCryst Pharmaceuticals | $8.51 | −3.12% | $2.23B | — | 16.2 | 2.4 | +33.6% |
| CRISPR Therapeutics | $56.85 | −3.70% | $5.69B | — | — | 425.1 | +1,041.4% |
| Median | 42.5 | 22.8 | 7.0 | +33.6% |