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NTNTLA

Intellia Therapeutics, Inc.

$NTLA·$1.6B·Biotechnology·Healthcare
$11.42+0.7%YTD+29.0%1Y-54.2%
Price updated 7h ago·X counts updated 5d ago
NTNTLA
$NTLAIntellia Therapeutics, Inc.
$11.42+0.71%200 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $NTLA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

200X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NTLA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-16

Intellia posters call the setup remarkably strong: the FDA accepted the Lonvoguran BLA with Priority Review, the agency is not currently planning an advisory committee (a real regulatory positive for a first-in-class in-vivo CRISPR asset), and cash runway is now secure. Bulls stack the case for $20+ into approval and $38 by YE27 if ATTR-PN enrollment (Magnitude 2) reads out cleanly. Some impatience with the extra 10 patients but no bear voice.

Read what X is saying about $NTLA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NTLA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Intellia's Lonvoguran got FDA Priority Review with no AdCom — a first-in-class in-vivo CRISPR approval is the real catalyst.

Intellia Therapeutics is a leading in-vivo CRISPR gene-editing biotech. Its lead candidate Lonvoguran (hereditary angioedema) just had its BLA accepted with Priority Review, and the FDA is not currently planning an advisory committee.

  • The business is pre-commercial: Q1 revenue -9.5% at a -637% operating margin — standard clinical-to-launch biotech P&L where pipeline readouts matter and today's P&L is irrelevant.
  • The regulatory signal is specific: FDA accepted the BLA with Priority Review and no planned AdCom — unusually clean for a first-in-class in-vivo CRISPR asset, with cash runway now secure after the latest capital event.
  • 52-week range position is 21% with vol multiplier 1.87 — significant accumulation at the lower end of the range, which lines up with the setup bulls are gaming into a potential approval and ATTR-PN Magnitude 2 readout.

Nov 5 Q3 is the near-term operational read, with the Lonvoguran PDUFA and ATTR-PN Magnitude 2 as the big catalysts — approval plus clean ATTR-PN data gets the $20+ bulls want and sets up the $38 YE27 target. Any FDA complete response or ATTR-PN primary miss and the stock corrects hard.

Agrees with X sentimentThe thread has the right drivers — FDA BLA acceptance with Priority Review, no planned advisory committee, secure cash runway, specific $20 and $38 targets tied to ATTR-PN Magnitude 2 — all substantively grounded in actual regulatory status.

What to watch: Nov 5 Q3 earnings, the Lonvoguran PDUFA, and the ATTR-PN Magnitude 2 readout. A CRL on Lonvoguran or an ATTR-PN primary miss is the hard invalidator.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $NTLA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops in vivo CRISPR-Cas9 gene editing therapies for ATTR amyloidosis and other systemic genetic diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $NTLA.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $NTLA

Neutral — Develops in vivo CRISPR-Cas9 gene editing therapies for ATTR amyloidosis and other systemic genetic diseases.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-60.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-23.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
23.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-57.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-31.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.80$-0.80-0.1%
Q1 2026May 11, 2026$-0.81$-0.92+12.0%
Q4 2025Feb 26, 2026$-0.83$-0.99+16.2%
Q3 2025Nov 6, 2025$-0.92$-1.02+9.8%
Next earningsThu, Nov 5·consensus EPS $-0.80

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$15.0M-9.5%85.4%-668%$-0.81$-117.4M
Q4 FY25$23.0M+78.8%73.9%-429%$-0.83$-69.4M
Q3 FY25$13.8M+51.3%-473%-809%$-0.92$-76.9M
Q2 FY25$14.2M+104.8%100%-772%$-0.98$-99.9M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$50.3M$20.7M – $91.2M-$3.21-$3.48 – -$2.8413
FY27$121.2M$6.6M – $512.7M-$2.66-$3.85 – $1.1113
FY28$356.7M$32.4M – $2.2B-$1.67-$3.95 – $5.9012
FY29$965.1M$130.9M – $4.7B$1.10-$0.14 – $6.6210
FY30$1.6B$213.4M – $7.7B$4.07-$0.50 – $24.526

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 133.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.805-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 2Michael P DubeVP, Chief Accounting Officer1.9K sh$23KSellAug 21John M LeonardCEO2.8K sh$36KSellAug 20John M LeonardCEO19.9K sh$251KSellJul 22Edward J DulacCFO8.1K sh$91KSellJul 2Edward J DulacCFO4.7K sh$84KSellJul 1Michael P DubeVP, Chief Accounting Officer2.6K sh$44K
+ 7 other (7 awards) in window

See when $NTLA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Intellia Therapeutics announced on September 8, 2026, that the FDA accepted the Biologics License Application (BLA) for lonvoguran ziclumeran (lonvo-z) and granted Priority Review with a PDUFA target action date of March 10, 2027. The FDA indicated it does not plan to hold an advisory committee meeting. If approved, lonvo-z would be the world's first in vivo CRISPR-based gene therapy and the only one-time treatment for hereditary angioedema (HAE), representing a landmark milestone in gene editing medicine.

8-KMaterial agreementSep 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Intellia Therapeutics, Inc. (NTLA) filed an 8-K on September 4, 2026, reporting a material definitive agreement (Item 1.01), creation of a financial obligation (Item 2.03), and a Regulation FD disclosure (Item 7.01). The excerpt is primarily XBRL boilerplate with no substantive terms visible. Items 1.01 and 2.03 together signal a new financing arrangement — likely a credit facility or royalty deal — material for a clinical-stage gene-editing company managing burn rate; the Reg FD component likely wraps a press release.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Intellia Therapeutics, Inc. (NTLA) made a Reg FD disclosure (Item 7.01) and reported other events (Item 8.01) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the substance of the Reg FD disclosure is revealed.

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
AI summary

Intellia Therapeutics held its 2026 Annual Meeting on June 9, 2026, with three proposals voted on by shareholders. Class I directors Muna Bhanji and Brian Goff were elected (Jesse Goodman passed with a thinner margin — 43M for vs. 15.7M against), Deloitte & Touche LLP was ratified as independent auditor for fiscal year ending December 31, 2026, and named executive officer compensation was approved on a non-binding advisory basis (44.8M for, 13.8M against). Goodman's higher withhold vote (~27% against) is a notable governance signal worth monitoring. Routine annual meeting with no material financial or strategic implications.

8-KMaterial agreementApr 308-K — Item 1.01: Material agreement · Item 2.02: Earnings release
AI summary

NTLA reported period ending 2026-04-30 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

424B5Prospectus supplement (offering)Apr 29424B5
AI summary

NTLA filed a 424B5 prospectus supplement dated 2026-04-29, representing an active capital markets transaction. Priced at $15.87 per share. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)Apr 27424B5
AI summary

NTLA filed a 424B5 prospectus supplement dated 2026-04-27, representing an active capital markets transaction. Priced at $15.87 per share. This represents immediate dilution to existing shareholders.

8-KPress release / Reg FDApr 278-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

NTLA filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-27. Covers: presented topline data from the HAELO Phase 3 trial of lonvoguran ziclumeran (“lonvo-z”) for the tre. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Intellia Therapeutics Appoints Jing L. Marantz, M.D.globenewswire.com·4d agoContrasting United Therapeutics (NASDAQ:UTHR) & Intellia Therapeutics (NASDAQ:NTLA)defenseworld.net·5d agoIntellia Therapeutics (NTLA) Soars 7.6%: Is Further Upside Left in the Stock?zacks.com·8d agoIntellia Therapeutics (NASDAQ:NTLA) Stock Picked Up by Analysts at Barclaysdefenseworld.net·9d agoIntellia Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·15d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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