Yahoo Finance·2025-12-29 14:50Core Viewpoint - Intellia Therapeutics faces uncertainty regarding its gene editing candidate nex-z, which is under clinical hold due to a patient death, impacting its stock performance and future prospects [3][2]. Group 1: Intellia Therapeutics Overview - Intellia Therapeutics specializes in gene editing and is developing nex-z as a treatment for transthyretin amyloidosis, a rare disease affecting protein buildup in organs [3]. - The hereditary form of transthyretin amyloidosis affects approximately 50,000 individuals, while the wild type could impact between 200,000 to 500,000 patients, indicating a potentially large market for Intellia [1]. - The stock has declined by 19% this year, reflecting market concerns over the clinical hold and the uncertainty surrounding nex-z's role in the patient death [4]. Group 2: Market Analysis and Predictions - Analysts suggest that Intellia's stock is undervalued, with an average price target of $22.43, indicating a potential upside of 139% from current levels [4]. - If it is confirmed that nex-z is not responsible for the patient death, the stock could see a significant rise, although the timeline for FDA clearance remains uncertain [2][6]. - Despite the potential for stock recovery, challenges such as achieving clinical and regulatory milestones and securing treatment coverage remain significant hurdles for Intellia [5]. Group 3: Comparison with Iovance Biotherapeutics - Iovance Biotherapeutics has an approved product, Amtagvi, which has generated $176.7 million in revenue over the first nine months of 2025, nearly doubling from the previous year [7]. - Iovance is also seeking regulatory approvals in additional markets, which could expand its addressable market beyond the current estimate of 30,000 patients [8][9]. - However, Iovance's stock has also faced challenges, with a 61% decline this year, primarily due to the complex and costly manufacturing process of Amtagvi, making profitability difficult [10][11].