Intellia Therapeutics, Inc.
NTLA evidence brief
What we can confirm
- BioSniper Score:
- 4.9 / 10
- Market Cap:
- $1.65B
- Lead Asset:
- lonvoguran ziclumeran (Phase 3)
What it means
What to watch
Prepared research question
What matters most for NTLA—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · NTLA
Intellia Therapeutics (NTLA) is a biopharmaceutical company developing CRISPR-based gene editing therapies, with lead programs lonvo-z for hereditary angioedema (HAE) and nex-z for transthyretin amyloidosis (ATTR), both in Phase 3 trials.
Key risk: No approved products
BioSniper Score
Based on 3 of 6 signals
Limited data coverage
Market Cap
$1.65B
Cash Runway
—
Lead Asset
lonvoguran ziclumeran (Phase 3)
Next Catalyst
—
Tracking 2 pipeline candidates · 7 clinical trials for Intellia Therapeutics, Inc..
Intellia Therapeutics (NTLA) is a biopharmaceutical company developing CRISPR-based gene editing therapies, with lead programs lonvo-z for hereditary angioedema (HAE) and nex-z for transthyretin amyloidosis (ATTR), both in Phase 3 trials.
- Lead candidate lonvo-z (NTLA-2002) for HAE completed Phase 3 HAELO enrollment ahead of schedule; topline data reported April 27, 2026 [news · 2026-04-27]
- Rolling BLA submission for lonvo-z initiated in Q1 2026; U.S. launch anticipated in first half of 2027 [news · 2026-05-11]
- Nex-z (NTLA-2001) for ATTR cardiomyopathy and polyneuropathy resumed patient screening in Phase 3 MAGNITUDE and MAGNITUDE-2 trials [news · 2026-05-11]
- Cash resources, including April 2026 offering proceeds, expected to fund operations at least into 2028 [news · 2026-04-30]
- Both lonvo-z and nex-z have Orphan Drug and RMAT designations; lonvo-z also holds Innovation Passport and PRIME status [pipeline]
What works
- Lonvo-z has generated positive Phase 3 topline data and initiated a rolling BLA, positioning for a potential U.S. launch in 2027 [news · 2026-05-11]
- The company’s cash runway extends at least into 2028, providing a multi-year operational buffer [news · 2026-04-30]
- Both lead programs are in Phase 3 with regulatory designations (Orphan Drug, RMAT) that may accelerate development and review [pipeline]
What to weigh
- The company has no approved products and no product revenue, relying entirely on external funding and collaborations [sec · filed 2025-11-10]
- Nex-z Phase 3 trials (MAGNITUDE, MAGNITUDE-2) were paused and only recently resumed screening, indicating potential delays [news · 2026-05-11]
- Lonvo-z faces a competitive HAE market with more than 10 approved long-term prophylactic or on-demand treatments [pipeline]
From the filings
Quoted directly from source documents.
Lonvo-z Phase 3 HAELO topline data reported on April 27, 2026
“Intellia Therapeutics to Report Topline Data from Global Phase 3 HAELO Clinical Trial of Lonvoguran Ziclumeran in Hereditary Angioedema on April 27, 2026”
News · April 27, 2026
Rolling BLA submission initiated and U.S. launch anticipated in first half of 2027
“initiated rolling BLA submission; anticipate U.S. launch in first half of 2027”
News · May 11, 2026
Cash resources expected to fund operations at least into 2028
“existing cash resources expected to fund operations at least into 2028”
News · May 11, 2026
Nex-z Phase 3 trials resumed patient screening
“Recently resumed patient screening in MAGNITUDE and MAGNITUDE-2 Phase 3 clinical trials of nex-z in ATTR-CM and ATTRv-PN, respectively”
News · May 11, 2026
Risks & what to watch (3)›
Key risks
- No approved products — Intellia has no marketed products and no product revenue; all programs are in clinical development [sec · filed 2025-11-10]
- Competitive HAE market — Lonvo-z faces more than 10 approved long-term prophylactic or on-demand treatments in the U.S. [pipeline]
- Phase 3 delays for nex-z — Nex-z Phase 3 trials were paused and only recently resumed screening, indicating potential timeline setbacks [news · 2026-05-11]
What to watch
- PDUFA date for lonvo-z BLA and FDA decision on approval [news · 2026-09-19]
- Enrollment and data updates from nex-z Phase 3 MAGNITUDE and MAGNITUDE-2 trials [news · 2026-05-11]
- Cash runway updates as the company approaches potential first product revenue [news · 2026-04-30]
Sources: Catalysts · News · Pipeline · SEC filings · SEC MD&A · Generated October 11, 2026 · How we verify sources →
Run Intellia Therapeutics, Inc. through your own thesis
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Evidence & data
Score breakdownBased on 3 of 6 signals · derived from public data
Cash runway data unavailable
Financial health data unavailable
Lead: Phase 3
2 candidates
No upcoming catalysts tracked
0 buys · 5 sells (180d)
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
302
Total value held
$1.40B
| Holder | Shares | Value |
|---|---|---|
| ark investment management llc | 14,509,247 | $186.0M |
| blackrock, inc. | 12,155,806 | $155.8M |
| state street corp | 6,922,676 | $88.7M |
| vanguard portfolio management llc | 6,223,325 | $79.8M |
| d. e. shaw & co., inc. | 5,728,177 | $73.4M |
| vanguard capital management llc | 5,084,105 | $65.2M |
| two sigma investments, lp | 4,705,901 | $60.3M |
| regeneron pharmaceuticals, inc. | 3,702,995 | $47.5M |
| geode capital management, llc | 2,851,472 | $36.6M |
| ubs group ag | 2,689,486 | $34.5M |
Showing top 10 of 302 institutional holders of Intellia Therapeutics, Inc.. Open the full 13F history after sign-in.
Short Interest
as of Apr 30, 2026- % of float
- 36.8%
- Days to cover
- 12.4
- Shares short
- 38,812,013
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
NTLA short interestGovernance
Frequently asked questions
What is the AI investment thesis for Intellia Therapeutics, Inc.?
Intellia Therapeutics (NTLA) is a biopharmaceutical company developing CRISPR-based gene editing therapies, with lead programs lonvo-z for hereditary angioedema (HAE) and nex-z for transthyretin amyloidosis (ATTR), both in Phase 3 trials.
What is Intellia Therapeutics, Inc.'s lead drug candidate?
Intellia Therapeutics, Inc.'s most advanced tracked candidate is lonvoguran ziclumeran (Phase 3) for Neuromuscular Disease.
Who is the CEO of Intellia Therapeutics, Inc.?
Dr. John M. Leonard M.D. is the chief executive officer of Intellia Therapeutics, Inc. (NTLA).
Where is Intellia Therapeutics, Inc. headquartered?
Intellia Therapeutics, Inc. (NTLA) is headquartered in Cambridge, MA, United States.
What therapeutic areas does Intellia Therapeutics, Inc. focus on?
Intellia Therapeutics, Inc. develops therapies across Neurology, Cardiovascular, Metabolic.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.