NTLA Intellia Therapeutics, Inc Loading... : Bullish and Bearish Analyst Opinions
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12:03
Jun 24
Jun 24
The author criticizes IP theft involving BEAM and BOLD while sarcastically noting NTLA is safe from such concerns due to its safety issues, but expresses no personal position.
LOW
14:12
Jun 17
Jun 17
Author sarcastically notes NTLA's high cash burn rate relative to a peer, no directional commitment.
LOW
14:07
Jun 17
Jun 17
Avoid/short NTLA — as the 10th entrant in a small, non-fatal indication already manageable with existing therapies, NTLA lacks pricing power and clinical differentiation, undermining its competitive and commercial thesis.
MED
10:29
Jun 16
Jun 16
Short NTLA — persistent liver enzyme elevations in the HAE program mirror the pre-Hy's Law pattern seen in NTLA's ATTR program, which only surfaced at ~7x the current sample size; a single Hy's Law case would be an existential event for the HAE launch, and management's delayed disclosure of enzyme data suggests internal awareness of the risk.
HIGH
18:36
Jun 15
Jun 15
Author challenges a factual claim about NTLA trial data, no directional view expressed.
LOW
13:15
Jun 15
Jun 15
Short NTLA — a new publication reveals 15% of Lonvo-Z patients had liver enzyme elevations within the first 6 weeks, mirroring the hepatotoxicity pattern that preceded a prior Hy's Law case in ATTR, and these AEs appear to have not been previously disclosed, creating material regulatory and safety risk.
HIGH
14:42
Jun 10
Jun 10
Mentions NTLA as an example of a company working on nucleic acid therapies; no directional thesis or personal position stated.
LOW
00:53
May 26
May 26
The author notes that most gene therapies like NTLA's wear off quickly, implying a skeptical view of durability without an explicit short call.
LOW
17:30
May 19
May 19
The author questions why NTLA hasn't fallen below its offering price despite being poorly funded, implying bearish surprise but without an explicit forward-looking trade call.
HIGH
14:25
May 15
May 15
Bearish view on NTLA as the filing reveals ongoing ODT demand, undercutting the need for NTLA's gene-editing therapy meant to replace ODT.
HIGH
13:45
May 15
May 15
Bearish view on NTLA as the opening short-covering rally fades; biotech weakness (XBI -2%) and heavy early volume exhaustion point to a reversal lower by close.
HIGH
11:21
May 14
May 14
Adam May sarcastically claims to be the largest holder of NTLA while criticizing Cathie Wood's ARK fund performance and management fees.
HIGH
21:35
Apr 30
Apr 30
Adam May mocks Tony for criticizing SGMO's decline while NTLA has been a disaster, comparing the behavior to prison psychology and referencing Tony's criminal record.
12:44
Apr 29
Apr 29
Short NTLA due to insufficient cash raise ($150M vs $500M needed) and high burn rate (~$100M/Q), forcing further dilution or debt that will drive share price lower.
HIGH
12:27
Apr 29
Apr 29
Dirk Haussecker warns that shorts in NTLA will be desperate to participate in a potential offering, urging Intellia to avoid rewarding them.
HIGH
11:39
Apr 29
Apr 29
Buy NTLA as the speaker expects the stock to rise above its offering price, implying a catalyst from the offering itself.
HIGH
11:36
Apr 29
Apr 29
NTLA is raising $150M through a secondary offering at approximately a 20% discount, a dilutive capital event.
HIGH
11:09
Apr 29
Apr 29
Bearish view on NTLA due to severe undercapitalization: only raised $150M at a 20% discount against $500M needed, with $100M/Q burn rate, forcing further dilution or debt raises.
HIGH
00:10
Apr 29
Apr 29
Bearish view on NTLA because existing HAE treatments already achieve higher attack-free rates in real-world settings than NTLA's OLE data suggests, and the platform's liver toxicity risk is not justified.
HIGH
21:02
Apr 28
Apr 28
Notes the stock price decline exceeds a clinical metric (attack rate reduction), but does not commit to a directional trade.
HIGH
20:58
Apr 28
Apr 28
Existing HAE treatments already deliver high attack-free rates in real-world practice, making NTLA's experimental therapy unnecessary and its platform's liver toxicity risk unacceptable.
HIGH
13:42
Apr 28
Apr 28
Short/avoid ORKA, APGE, and NTLA; bullish survey data is flawed because it ignores generic competition that will erode the advantage of sparser dosing.
HIGH
21:41
Apr 27
Apr 27
Bearish view on NTLA as chronic disease drugs going generic will provide cheaper alternatives, undermining its expensive gene therapy.
HIGH
20:03
Apr 27
Apr 27
Bearish view on NTLA due to inadequate capital raise, weak HAE data, strong competition and biosimilar threat, plus ATTR study delays and unresolved safety signal (Hy's law).
HIGH
19:13
Apr 27
Apr 27
Short $NTLA based on a dilution spiral thesis: the company urgently needs financing, so falling share prices worsen implied dilution, creating a self-reinforcing downside loop.
HIGH
18:48
Apr 27
Apr 27
Bearish view on NTLA because clinical trial data disappointed relative to bullish expectations, likely worsened by the open-label design inflating prior efficacy readings.
HIGH
18:40
Apr 27
Apr 27
Adam May questions how NTLA will raise cash after its stock finally turned red, suggesting forced debt could pressure the stock further.
HIGH
13:09
Apr 27
Apr 27
Adam May boasts a strong short-selling track record with past wins on NTLA, HIMS, VKTX, and IOVA, and expresses a forward-looking bearish view on ORKA.
HIGH
12:53
Apr 27
Apr 27
Adam May quotes Bio Stocks reporting NTLA's ATM offering increase from $750M to $1.04B, with $635M already raised, indicating ongoing dilution pressure.
LOW
12:52
Apr 27
Apr 27
Bearish view on $NTLA due to severe capital constraints, dilutive ATM dependence, underwhelming HAE launch prospects against strong competitors and looming biosimilar, plus delayed ATTR studies with major safety signals.
HIGH
About NTLA Analyst Coverage
Buzzberg tracks NTLA (Intellia Therapeutics, Inc) across 3 sources. 1 bullish vs 11 bearish calls from 3 analysts. Sentiment: mixed to bearish. 47 total trade ideas tracked. Latest voices: A May MD, Martin Shkreli.