A Look At Intellia Therapeutics (NTLA) Valuation After Safety Concerns And HAE Market Uncertainty

Simply Wall St.10:41

Recent commentary on Intellia Therapeutics (NTLA) is focused on safety concerns and regulatory pauses in its transthyretin amyloidosis program, as well as questions about commercial potential for its ...

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The company recorded a 1 day share price return of negative 7.99% following a 30 day share price return of 52.55%. Its 1 year total shareholder...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"HAE":"美国血液技术","BK4198":"医疗保健用品","BK4556":"基因编辑","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4139":"生物科技","IE0034390439.USD":"FTGF ROYCE US SMALLER COMPANIES \"A\" (USD) D","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","BK4535":"淡马锡持仓","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","BK4588":"碎股","IE00B19Z6F94.USD":"Legg Mason Royce - US Smaller Companies A Acc USD","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B64QTZ34.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) ACC","IE00BLDYK493.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) INC","NTLA":"Intellia Therapeutics Inc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV"},"translate_title":"安全问题和HAE市场不确定性后Intellia Therapeutics(NTLA)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NTLA":1.5,"HAE":1.5},"content_text":"Recent commentary on Intellia Therapeutics (NTLA) is focused on safety concerns and regulatory pauses in its transthyretin amyloidosis program, as well as questions about commercial potential for its hereditary angioedema therapy. See our latest analysis for Intellia Therapeutics. Intellia's recent safety headlines come on top of sharp price swings. The company recorded a 1 day share price return of negative 7.99% following a 30 day share price return of 52.55%. Its 1 year total shareholder return of 33.12% contrasts with a 3 year total shareholder return of negative 64.86%. This suggests that short term momentum has improved, while longer term holders have seen heavy value erosion. If you are weighing Intellia's clinical risks against potential rewards, it can help to compare it with a wider set of US healthcare names via healthcare stocks. With Intellia trading at US$14.63, combined with an intrinsic value estimate that implies a large discount and higher analyst targets, investors may need to consider whether the current price already reflects the key risks or whether the market is still factoring in a more optimistic outlook. AdvertisementMost Popular Narrative: 91.6% Undervalued According to the most followed narrative on Intellia, a fair value of $173.99 against the last close at $14.63 implies a large valuation gap that hinges on future HAE outcomes.  Phase 3 results have a high probability of Success. Strong Phase 2 Foundation: In the Phase 2 trial, the 50 mg dose (the dose used in Phase 3) achieved an 81% reduction in mean monthly attacks (Weeks 5–16) and a 77% reduction overall. Complete Response Rate: Perhaps most importantly for your \"functional cure\" assessment, 73% of Phase 2 patients (8 out of 11) in the 50 mg arm were completely attack-free through the primary observation period. Dose-Dependent Biomarker Correlation: There is a clear, linear relationship between the CRISPR edit and the biomarker. The 50 mg dose led to an 86% mean reduction in plasma kallikrein, which has remained stable for up to 3 years in follow-up studies. Historically, orphan drug candidates that enter Phase 3 with the kind of \"clean\" Phase 2 data Intellia has produced have a 70% to 85% chance of regulatory approval.  Read the complete narrative. Want to see how those hereditary angioedema assumptions translate into that fair value? According to lexan99, projected sales, margins and a rich future multiple do the heavy lifting. Result: Fair Value of $173.99 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story still hinges on the HAELO Phase 3 readout and ongoing safety questions around Intellia's gene editing approach; either could quickly reprice expectations. Find out about the key risks to this Intellia Therapeutics narrative. Another View: Multiples Flash A Very Different Signal The narrative fair value of $173.99 leans heavily on future HAE sales, but the current share price already embeds a rich revenue multiple. Intellia trades on a P/S of 29.5x, compared with 12x for the US biotech industry and 11.8x for peers, while our fair ratio sits at 0x. That gap suggests the market is paying far more for each dollar of current revenue than both peers and our fair ratio imply, even as Intellia remains unprofitable and is not forecast to turn profitable over the next 3 years. Is this a head start on future breakthroughs, or a valuation that leaves very little room for setbacks? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGM:NTLA P/S Ratio as at Jan 2026 Build Your Own Intellia Therapeutics Narrative If you feel this view misses something, or you simply prefer to weigh the data yourself, you can build a fresh thesis in minutes with Do it your way. A great starting point for your Intellia Therapeutics research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Intellia is only one piece of your watchlist, broaden your view now with hand picked stock groups so you are not relying on a single story.  Target income first and screen for companies with consistent payouts using these 13 dividend stocks with yields > 3%. Look for potential in cutting edge technology by scanning these 24 AI penny stocks focused on automation and machine learning. Explore value opportunities by reviewing these 864 undervalued stocks based on cash flows that our models flag as trading below their estimated cash flow worth.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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