It serves biotechnology and pharmaceutical companies, as well as healthcare providers targeting patients with genetic, oncological, and autoimmune conditions.Does the transaction reflect a change in selling cadence or capacity constraints? The sale is in line with the recent median for Leonard’s open-market activity, suggesting the cadence has not materially changed and that trade sizes have not been reduced due to shrinking available share capacity.Was the sale executed from direct or indirect holdings, an ...

Core Viewpoint - Intellia Therapeutics, Inc. is set to present at the 44th Annual J.P. Morgan Healthcare Conference, highlighting its focus on CRISPR-based therapies in gene editing [1] Company Overview - Intellia Therapeutics, Inc. is a leading clinical-stage gene editing company dedicated to revolutionizing medicine through CRISPR-based therapies [3] - The company aims to develop novel, first-in-class medicines that address significant unmet medical needs and advance treatment paradigms for patients [3] - Intellia is expanding its CRISPR-based platform with innovative editing and delivery technologies to maximize the potential of gene editing [3] Event Details - The presentation will take place on January 14, 2026, at 9:00 a.m. PT during the J.P. Morgan Healthcare Conference in San Francisco [1] - A live webcast of the presentation will be available on Intellia's website, with a replay accessible for approximately 30 days [2]

CAMBRIDGE, Mass., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (NASDAQ:NTLA), a leading clinical-stage gene editing company focused on revolutionizing medicine with CRISPR-based therapies, today announced that the company will present at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco on Wednesday, January 14, 2026 at 9:00 a.m. PT. A live webcast will be available on the Events and Presentations page in the Investors & Media section of Intellia’s website, www.intelliatx.c ...

Key Takeaways NTLA halted MAGNITUDE and MAGNITUDE-2 studies for nex-z after a grade 4 liver event led to a clinical hold.NTLA cancels nex-z milestone guidance and is working with investigators and regulators to plan the next move.NTLA lacks a marketed product, leaving it dependent on partner revenues, which weighs on near-term sentiment.Shares of Intellia Therapeutics (NTLA) have plunged 55.2% over the past three months.The steep decline follows a significant regulatory setback related to nexiguran ziclumer ...

The massive rotation currently unfolding within ARK Invest suggests that Cathie Wood thinks 2026 will be the definitive coming-out party for the genomic revolution. PACB stock is up. See the chart and price action here. As 2025 draws to a close, ARK aggressively trimmed legacy winners such as Tesla, Inc. (NASDAQ:TSLA) and Rocket Lab Corp. (NASDAQ:RKLB) to fund a multi-million dollar accumulation of gene-editing pioneers. Read Next: Palantir: From Meme Stock To Market Leader In 2025 ARK Invest has been speci ...

Contrarius Investment Management, an investment management company, released its third-quarter investor letter for the “Contrarius Global Equity Fund”. A copy of the letter can be downloaded here. The fund’s investor class returned 30.9% in the September quarter compared to 7.3% for the benchmark MSCI World Index, including reinvested net income, and 5.5% for the Average Global Equity Fund. The fund’s investment philosophy is independent of benchmark considerations, so the portfolios typically deviate from ...

The question for long-term investors is whether Intellia Therapeutics' shares look attractive under each scenario -- whether or not nex-z is responsible. Let's start with the more optimistic one. If the answer is "no" for the more bullish case, it will also be "no" for any other. True, nex-z could have a vast addressable market. The hereditary version of transthyretin amyloidosis affects only about 50,000 people, but the wild type (that tends to come with age) has a larger estimated patient population of 20 ...

Summary of Key Points from Biotechnology Equity Research Conference Call Industry Overview - The report focuses on the biotechnology sector, specifically highlighting companies with significant potential for growth and upcoming catalysts in 2026. Key Companies and Their Outlook 1. **Dianthus Therapeutics, Inc. (DNTH)** - Market Cap: $1.82 billion - Price Target: $66 - Key catalysts include: - CIDP Phase III interim analysis in Q2 2026 - Initiation of gMG Phase III study in mid-2026 - Phase II MMN topline data in 2H26 - Potential for significant upside based on peak revenue estimates of ~$2 billion across neuromuscular diseases [19][20][24] 2. **Taysha Gene Therapies, Inc. (TSHA)** - Market Cap: $1.50 billion - Price Target: $11 - Focus on pivotal study for TSHA-102 in Rett syndrome with potential for a 6-month interim readout by YE26/1Q27 [26][27] 3. **Tyra Biosciences (TYRA)** - Market Cap: $1.36 billion - Price Target: $32 - Major catalysts include: - Phase III data for achondroplasia in early 2026 - Initial data for IR-NMIBC in 1H26 - Potential to disrupt the market with oral FGFR3 inhibitors [31][35] 4. **Tango Therapeutics, Inc. (TNGX)** - Market Cap: $1.15 billion - Price Target: $14 - Expected to show de-risking data for vopimetostat in combination with RVMD's RAS inhibitors in 2026 [37][40] 5. **ORIC Pharmaceuticals (ORIC)** - Market Cap: $783 million - Price Target: $23 - Key catalysts include dose-optimization data for prostate cancer and validating data from PFE's MEVPRO-1 trial [42][48] 6. **Solid Biosciences (SLDB)** - Market Cap: $463 million - Price Target: $15 - Focus on DMD program with key regulatory feedback expected in 1H26 [49][53] Major Catalysts and Events - **Upcoming Catalysts:** - RARE and MREO Phase III ORBIT final analysis expected in Dec'25/Jan'26 with potential stock movements of +100%/-30% [2] - ALNY, CRSP, and others expected to provide revenue guidance and business plans early in 2026 [1] - Regulatory events including FDA's Rare Disease Day on 2/23/26 [12] - **Drug Launches:** - Expected launches in 2026 include drugs from ALNY, ARWR, KALV, and others targeting various conditions [3] Financial Updates - **Price Target Changes:** - ARWR raised from $67 to $90 - KOD raised from $24 to $39 [6][10] Market Dynamics - **Pricing Stability:** - 2026 net pricing expected to remain stable with current Medicare contracts influencing high gross-to-net (GTN) guidance [12] - **Strategic Interest:** - Potential for M&A activity as companies like ORIC attract interest due to their prostate cancer programs [43] Conclusion - The biotechnology sector is poised for significant developments in 2026, with multiple companies presenting strong investment opportunities based on upcoming catalysts, drug launches, and strategic positioning in the market.

Core Insights - Jefferies has released a report on the outlook for the U.S. biotech industry in 2026, highlighting key clinical trial data disclosures, new drug approvals, and policy dynamics that could lead to value re-evaluation for companies in the sector [1] Six Preferred Stocks - Jefferies identified six companies as core recommendations for 2026 based on market catalysts and valuation potential: - Dianthus Therapeutics (DNTH.US), target price $66: Focused on claseprubart for various neuromuscular diseases, with peak revenue estimated at $2 billion [2] - Taysha Gene Therapies (TSHA.US), target price $11: TSHA-102 for Rett syndrome, with peak revenue potential of $2 billion and a key trial data disclosure expected by the end of 2026 [2] - Tyra Biosciences (TYRA.US), target price $32: Dabogratinib for bladder cancer and achondroplasia, with critical data expected next year [3] - Tango Therapeutics (TNGX.US), target price $14: Collaboration with Revolution Medicines for a pancreatic cancer treatment, with data expected in mid-2026 [3] - ORIC Pharmaceuticals (ORIC.US), target price $23: Two potential assets targeting prostate cancer and lung cancer, with key data expected next year [4] - Solid Biosciences (SLDB.US), target price $15: Focused on gene therapy for Duchenne muscular dystrophy, with critical meetings with the FDA planned for 2026 [4] Seven Undervalued Companies - The report also highlighted seven undervalued companies with significant catalysts: - Ultragenyx Pharmaceutical (RARE.US), target price $114: Expected key catalysts in 2026, including data for treatments for osteogenesis imperfecta and Angelman syndrome [5] - Beam Therapeutics (BEAM.US), target price $41: Updates on AATD therapy and SCD therapy expected in 2026, showcasing strong potential [5] - Aurinia Pharmaceuticals (AUPH.US), target price $21: Steady growth in lupus nephritis treatment, with new drug development paths expected to expand growth [6] - Kodiak Sciences (KOD.US), target price $39: Anticipated data from three pivotal trials in 2026, with significant potential for stock volatility [7] - Intellia Therapeutics (NTLA.US), target price $45: Key data for hereditary angioedema therapy expected in mid-2026, with sufficient cash reserves to support operations [7] - Compass Therapeutics (CMPX.US), target price $8: Data for cholangiocarcinoma therapy expected in early 2026, with a significant market opportunity [8] - KalVista Pharmaceuticals (KALV.US), target price $38: First oral treatment for hereditary angioedema expected to see rapid growth in 2026 [8] Five Potential Acquisition Targets - Jefferies identified five companies that may become acquisition targets in 2026 due to their unique assets or market positions: - Arrowhead Pharmaceuticals (ARWR.US): Strong RNAi product line for cardiovascular and metabolic diseases [9] - Celcuity (CELC.US): Unique efficacy of gedatolisib in breast cancer [9] - ORIC Pharmaceuticals: High-value prostate and lung cancer projects [9] - Travere Therapeutics (TVTX.US): Potential for significant market expansion in rare kidney diseases [9] - KalVista Pharmaceuticals: First-mover advantage in oral HAE treatment [9]

Core Thesis - Intellia Therapeutics, Inc. is facing a significant credibility and valuation crisis due to major safety concerns in its lead gene-editing programs for hereditary angioedema (HAE) and transthyretin amyloidosis (ATTR) [2][3] Financial Overview - The company reported over $261 million in operating expenses in the first half of 2025, leading to a current cash balance of approximately $500 million, or $4.66 per share based on 107.3 million shares outstanding [2] - Cash per share is projected to fall into the $3 range by year-end, indicating potential financial instability [4] Pipeline and Regulatory Concerns - Both lead candidates have triggered Grade 4 liver events, with the latest case meeting Hy's law criteria, which raises concerns about potential drug-induced liver failure and invites regulatory scrutiny [2][3] - The presence of multiple safe and effective treatments for HAE and ATTR raises questions about the viability of continuing development for NTLA's programs, potentially leading to severe FDA scrutiny [3] Market Sentiment and Stock Performance - Despite the negative developments, NTLA's stock recently surged to the mid-teens, more than doubling from June levels, likely driven by speculative trading rather than fundamentals [3] - The current market pricing is viewed by bears as a "ridiculous opportunity" before reality resets expectations regarding the company's valuation [4] Hedge Fund Interest - As of the end of the second quarter, 33 hedge fund portfolios held NTLA, an increase from 29 in the previous quarter, indicating some level of interest despite the ongoing issues [6]