Tiny position Like all Biotech’s and drug discovery pure plays, these are small scrappy players – high risk/high reward.
Initially looked at on 6/03 – I put it on wait and watch for further research with these comments below
Top tier gene editing company, therefore High Risk, High Reward. I think the best bet for Intellia would be a takeover from the bigger pharma/biotech companies.
STRENGTHS
Strong pipeline of in vivo and ex vivo CRISPR-based therapies for life-threatening diseases with high unmet need. Its In vivo therapy is more advanced.
CRISPR gene editing is a leading therapy and likely to succeed. Intellia has a collaboration with Regeneron Pharmaceuticals, which is a stronger Bio Tech company. Good cash balance to fund operating plans into late 2026.
With nice liquidity and three cutting edge clinical programs in or near pivotal stage, Intellia has garnered a nice following. Wall Street Analysts are excited about its prospects, however sizable revenue starts only in 2026, 2027.
RISKS
FDA has only approved one ex vivo CRISPR/Cas9 therapeutic for human use and none in vivo.
Even after approval the commercial viability is still to be proven and also importantly profitable, even if it takes time – Wall Street estimates call for sizable revenue in 2026-2027.
There have been several failures in this high-risk industry including the giant Gilead’s even after FDA approval.