Hello everyone,
Recently the price of $NTLA (-0,79%) has risen significantly. Here are the most important reasons and current facts:
- Positive study data: Very strong 2-year data on the CRISPR-based gene therapy nexiguran ziclumeran (nex-z, NTLA-2001) for transthyretin amyloidosis (ATTR) was published on May 18, 2025. The treatment shows a stable and significant reduction in TTR protein by approximately 90% over 24 months and clinical improvements in patients, even in those who previously failed to respond to other therapies ([SEC source, p. 2-3]2).
- Phase 3 trials are ongoing: The pivotal Phase 3 trials (MAGNITUDE and MAGNITUDE-2) for various forms of ATTR are proceeding as planned. Recruitment for the ATTRv-PN trial (MAGNITUDE-2) is progressing well, completion of recruitment for the large ATTR-CM trial is planned for early 2027. A marketing authorization application (BLA) for nex-z is expected in 2028 ([SEC source, p. 1]2).
- Strategic focus: Intellia has focused on the most important programs in 2025 (nex-z and NTLA-2002), other projects have been put on hold. This is intended to reduce costs and increase the chances of success of the core products ([SEC source, p. 7-8]1).
- Finances: Despite high losses (Q1/2025: over USD 114m), the liquidity base is solid and, according to management, extends into the first half of 2027 ([SEC source, p. 10]1).
Links to the sources:
- SEC-10-Q Quartalsbericht vom 8. Mai 2025 (Details zu Pipeline, Finanzen, Strategie)
1 - SEC-8-K Bericht vom 19. Mai 2025 (Studiendaten, Ausblick, Studienfortschritt)
What do you think - will the share continue to rise or is the risk too high? What is your assessment, buy now or wait and see? This is really just speculation.
https://www.sec.gov/Archives/edgar/data/1652130/000095017025066914/ntla-20250331.htm