Trial Suspension Shock: Recent discussions on X about Intellia Therapeutics (NTLA) have centered on the company’s abrupt pause in two Phase 3 trials due to a serious liver problem in a patient. The news triggered a sharp decline in stock price, with shares dropping over 40% in a single day. Many users are expressing concern over the safety of the gene-editing treatment.
Analyst Downgrades: Posts on X also highlight a wave of analyst downgrades following the trial suspension, with several firms slashing price targets significantly. Some users note that while the sentiment is grim, a few analysts still see long-term potential in the CRISPR technology. The uncertainty around the future of NTLA’s program is a hot topic.
Investor Reactions: The X community is buzzing with mixed reactions, as some investors lament the setback while others speculate on whether this dip presents a buying opportunity. Discussions also touch on comparisons with competitors in the gene-editing space. The overall tone reflects a shaken confidence in NTLA’s near-term prospects.
Note: This discussion summary was generated from an AI condensation of post data.
Intellia Therapeutics Insider Trading Activity
Intellia Therapeutics insiders have traded $NTLA stock on the open market 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $NTLA stock by insiders over the last 6 months:
- WILLIAM J CHASE purchased 100,000 shares for an estimated $1,002,999
- EDWARD J III DULAC (EVP, Chief Financial Officer) sold 7,462 shares for an estimated $104,617
- MICHAEL P DUBE (VP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 4,374 shares for an estimated $57,422.
- JESSE GOODMAN has made 0 purchases and 2 sales selling 3,094 shares for an estimated $29,068.
- ELIANA CLARK (EVP, Chief Technical Officer) sold 1,022 shares for an estimated $10,036
- BIRGIT C SCHULTES (EVP, Chief Scientific Officer) sold 31 shares for an estimated $538
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intellia Therapeutics Hedge Fund Activity
We have seen 147 institutional investors add shares of Intellia Therapeutics stock to their portfolio, and 134 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 3,779,424 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $35,450,997
- CITADEL ADVISORS LLC removed 2,047,587 shares (-74.3%) from their portfolio in Q2 2025, for an estimated $19,206,366
- BAKER BROS. ADVISORS LP added 2,031,558 shares (+315.4%) to their portfolio in Q2 2025, for an estimated $19,056,014
- CASDIN CAPITAL, LLC removed 2,000,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $18,760,000
- WOODLINE PARTNERS LP added 1,194,962 shares (+4957.1%) to their portfolio in Q2 2025, for an estimated $11,208,743
- D. E. SHAW & CO., INC. added 792,331 shares (+2445.8%) to their portfolio in Q2 2025, for an estimated $7,432,064
- RENAISSANCE TECHNOLOGIES LLC added 676,900 shares (+inf%) to their portfolio in Q2 2025, for an estimated $6,349,322
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intellia Therapeutics Analyst Ratings
Wall Street analysts have issued reports on $NTLA in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 10/28/2025
- JMP Securities issued a "Market Outperform" rating on 10/28/2025
- HC Wainwright & Co. issued a "Buy" rating on 10/27/2025
- B of A Securities issued a "Buy" rating on 10/27/2025
- Chardan Capital issued a "Buy" rating on 10/27/2025
- Canaccord Genuity issued a "Buy" rating on 06/03/2025
- Guggenheim issued a "Buy" rating on 05/12/2025
To track analyst ratings and price targets for Intellia Therapeutics, check out Quiver Quantitative's $NTLA forecast page.
Intellia Therapeutics Price Targets
Multiple analysts have issued price targets for $NTLA recently. We have seen 13 analysts offer price targets for $NTLA in the last 6 months, with a median target of $25.0.
Here are some recent targets:
- Luca Issi from RBC Capital set a target price of $14.0 on 10/28/2025
- William Pickering from Bernstein set a target price of $14.5 on 10/28/2025
- Gena Wang from Barclays set a target price of $24.0 on 10/28/2025
- Yanan Zhu from Wells Fargo set a target price of $17.0 on 10/28/2025
- Silvan Tuerkcan from JMP Securities set a target price of $29.0 on 10/28/2025
- Geulah Livshits from Chardan Capital set a target price of $48.0 on 10/27/2025
- Mitchell S. Kapoor from HC Wainwright & Co. set a target price of $25.0 on 10/27/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
