Trial Setbacks: Recent chatter on X about Intellia Therapeutics (NTLA) has been dominated by the company’s suspension of two Phase 3 trials due to a serious liver issue in a patient. This news led to a dramatic drop in stock price, with shares plummeting over 40% in a single session. Many on the platform are expressing deep concern about the safety of the gene-editing technology.
Analyst Reactions: Discussions on X also highlight a series of analyst downgrades following the trial pause, with some lowering price targets and shifting ratings to 'hold.' There’s a split in opinions, as a few users point to the potential of Intellia’s CRISPR therapies, citing past data on hereditary angioedema and ATTR amyloidosis as reasons for hope. The mood remains cautious as investors await further updates on the trials.
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 146 institutional investors add shares of Intellia Therapeutics stock to their portfolio, and 164 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CONTRARIUS GROUP HOLDINGS LTD added 4,337,428 shares (+279.4%) to their portfolio in Q3 2025, for an estimated $74,907,381
- CAPITAL INTERNATIONAL INVESTORS removed 3,779,424 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $35,450,997
- GOLDMAN SACHS GROUP INC added 2,231,429 shares (+109.0%) to their portfolio in Q3 2025, for an estimated $38,536,778
- CASDIN CAPITAL, LLC removed 2,000,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $18,760,000
- MORGAN STANLEY added 1,905,715 shares (+46.3%) to their portfolio in Q3 2025, for an estimated $32,911,698
- D. E. SHAW & CO., INC. added 1,403,673 shares (+170.2%) to their portfolio in Q3 2025, for an estimated $24,241,432
- JUPITER ASSET MANAGEMENT LTD added 1,361,849 shares (+inf%) to their portfolio in Q3 2025, for an estimated $23,519,132
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 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 11/10/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/10/2025
- Chardan Capital issued a "Buy" rating on 11/07/2025
- Citizens issued a "Market Outperform" rating on 11/07/2025
- JP Morgan issued a "Underweight" rating on 11/07/2025
- Barclays issued a "Overweight" rating on 11/07/2025
- JMP Securities issued a "Market Outperform" rating on 10/28/2025
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 15 analysts offer price targets for $NTLA in the last 6 months, with a median target of $14.5.
Here are some recent targets:
- Jonathan Miller from Evercore ISI Group set a target price of $8.0 on 11/11/2025
- Joon Lee from Truist Securities set a target price of $14.0 on 11/10/2025
- Mitchell S. Kapoor from HC Wainwright & Co. set a target price of $15.0 on 11/10/2025
- Yanan Zhu from Wells Fargo set a target price of $12.0 on 11/07/2025
- Brian Cheng from JP Morgan set a target price of $5.0 on 11/07/2025
- Silvan Tuerkcan from Citizens set a target price of $21.0 on 11/07/2025
- Geulah Livshits from Chardan Capital set a target price of $26.0 on 11/07/2025
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.
