Conviction
0 → 2
Current stock research snapshot · 8/22/26 Fresh
NTLAIntellia Therapeutics
Investment conviction●●○○○2 of 5 · current snapshot
Research target$47.36Current stock price target
Investment thesis statusSTRENGTHENEDLast reviewed 8/22/26
Market cap$1.51BSnapshot value · 8/22/26
Research history
See all NTLA changes ↗What changed
Target
$47 → $47.36
Healthspan taxonomy seed — see taxonomy_path
Intellia Therapeutics NTLA-2001 (hATTR) regulatory update; Nex-Z (in-vivo CRISPR) platform data; Q2 2026 earnings
Thesis breaks if nex-z HLA safety signal is broader than one allele (ATTR program impaired), lonvo-z durability wanes or BLA delayed past H1 2027, or CASGEVY economics stay net-negative. (vault 2026-08)
Bullish — ARK Invest bought 169k shares (~$2.15M) on Aug 25; gene editing theme leader with positive RSI setup. [X search Aug 2026]
Snapshot · 8/22/26🟢 Lean-Bull · ins-$0.8M · 13F 23+/1-×0.5 · short↓0.22
Snapshot · 8/22/26