Breakthrough Phase 3 Results: Social media erupted following Intellia Therapeutics' announcement of positive top-line data from its Phase 3 HAELO trial for lonvoguran ziclumeran in hereditary angioedema. The therapy achieved an 87% reduction in attacks compared to placebo, marking the first global Phase 3 success for in vivo gene editing. Users hailed the results as a potential game-changer, with the company initiating a rolling BLA submission to the FDA.
Muted Market Reaction: Despite the strong clinical outcomes, the stock dipped over 2% in early trading, prompting frustration among posters who attributed it to profit-taking after a pre-news run-up. Discussions highlighted biotech volatility and past setbacks like trial holds, though safety data impressed with zero serious adverse events. Many viewed the pullback as a buying opportunity amid solid fundamentals.
Outlook and Speculation: Conversations turned to future milestones, including a potential U.S. launch in early 2027 if approved, fueling talk of analyst price targets around $20 to $25. Some speculated on acquisition interest given the CRISPR platform's value and partnerships like Regeneron. Overall, the buzz reflected optimism tempered by near-term price pressures.
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 12 times in the past 6 months. Of those trades, 1 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $NTLA stock by insiders over the last 6 months:
- FRED E COHEN purchased 150,000 shares for an estimated $1,402,500
- JOHN M LEONARD (President and CEO) has made 0 purchases and 4 sales selling 122,292 shares for an estimated $1,150,869.
- JAMES BASTA (EVP, General Counsel) has made 0 purchases and 2 sales selling 11,608 shares for an estimated $112,443.
- DAVID LEBWOHL (EVP, Chief Medical Officer) sold 11,903 shares for an estimated $109,626
- ELIANA CLARK (EVP, Chief Technical Officer) sold 9,515 shares for an estimated $87,633
- BIRGIT C SCHULTES (EVP, Chief Scientific Officer) sold 8,508 shares for an estimated $78,358
- EDWARD J III DULAC (EVP, Chief Financial Officer) sold 6,379 shares for an estimated $58,750
- MICHAEL P DUBE (VP, Chief Accounting Officer) sold 2,989 shares for an estimated $27,528
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Intellia Therapeutics Hedge Fund Activity
We have seen 164 institutional investors add shares of Intellia Therapeutics stock to their portfolio, and 127 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CONTRARIUS GROUP HOLDINGS LTD removed 5,175,456 shares (-87.9%) from their portfolio in Q4 2025, for an estimated $46,527,349
- MORGAN STANLEY removed 3,694,724 shares (-61.3%) from their portfolio in Q4 2025, for an estimated $33,215,568
- D. E. SHAW & CO., INC. added 3,102,664 shares (+139.2%) to their portfolio in Q4 2025, for an estimated $27,892,949
- BAKER BROS. ADVISORS LP removed 2,746,674 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $24,692,599
- ARK INVESTMENT MANAGEMENT LLC added 2,288,146 shares (+19.2%) to their portfolio in Q4 2025, for an estimated $20,570,432
- VANGUARD GROUP INC added 1,965,181 shares (+17.8%) to their portfolio in Q4 2025, for an estimated $17,666,977
- STATE STREET CORP added 1,447,967 shares (+29.1%) to their portfolio in Q4 2025, for an estimated $13,017,223
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Intellia Therapeutics Analyst Ratings
Wall Street analysts have issued reports on $NTLA in the last several months. We have seen 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 11/10/2025
- Truist Securities issued a "Buy" rating on 11/10/2025
- JP Morgan issued a "Underweight" rating on 11/07/2025
- Citizens issued a "Market Outperform" rating on 11/07/2025
- Barclays issued a "Overweight" rating on 11/07/2025
- Chardan Capital issued a "Buy" rating on 11/07/2025
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 14 analysts offer price targets for $NTLA in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- Debanjana Chatterjee from Jones Trading set a target price of $29.0 on 03/04/2026
- Mitchell S. Kapoor from HC Wainwright & Co. set a target price of $30.0 on 03/03/2026
- Silvan Turkcan from Citizens set a target price of $28.0 on 03/03/2026
- Mani Foroohar from Leerink Partners set a target price of $29.0 on 03/03/2026
- Luca Issi from RBC Capital set a target price of $15.0 on 03/03/2026
- Yanan Zhu from Wells Fargo set a target price of $15.0 on 03/03/2026
- Whitney Ijem from Canaccord Genuity set a target price of $48.0 on 03/03/2026
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.
