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This Cathie Wood Stock Is Already Up 41% This Year, But Is It a Buy?
The Motley Fool· 2026-02-07 14:05
Core Viewpoint - Intellia Therapeutics is experiencing a recovery in its stock price following regulatory approval for one of its clinical studies, indicating potential for continued growth in the gene-editing biotech sector [2][5]. Company Overview - Intellia Therapeutics is currently ranked 25th on Ark Invest's holdings list and has seen its shares increase by 41% [2]. - The company's market capitalization stands at $1.4 billion, with a current stock price of $12.28 [8]. Product Pipeline - Intellia's leading candidates, lonvo-z and nex-z, target rare diseases, with nex-z recently receiving clearance from the FDA to proceed with one of its phase 3 studies [4][5]. - Nex-z aims to treat transthyretin amyloidosis, affecting approximately 50,000 patients with the hereditary form and between 200,000 to 500,000 with the wild type [8][9]. - Lonvo-z targets hereditary angioedema (HAE), which has around 150,000 patients globally [9]. Market Potential - The market for HAE is projected to reach $6.3 billion by 2030, while the transthyretin amyloidosis market is expected to be valued at $16.8 billion by the same year [10]. - Despite the large addressable markets, Intellia faces significant clinical and regulatory challenges that could impact its share price [10]. Financial Metrics - Intellia Therapeutics has a gross margin of 78.27% [8]. - The stock has shown volatility, with a 52-week range of $5.90 to $28.25 [8]. Investment Considerations - The biotech sector, particularly companies focused on gene editing, carries inherent risks due to the complexity and cost of treatments, which may hinder market traction even after regulatory approval [6][10]. - Investors should be cautious, as the stock remains risky, particularly for those not comfortable with high volatility [11].
Intellia Therapeutics: 2 Major Catalysts Will Determine Stock's Trajectory In 2026
Seeking Alpha· 2026-02-05 18:55
Core Viewpoint - The article emphasizes the importance of staying updated on stocks within the biotech, pharma, and healthcare sectors, highlighting the key trends and catalysts that influence market valuations. Group 1: Company and Industry Insights - The investing group Haggerston BioHealth, led by a biotech consultant with over 5 years of experience, provides detailed reports on more than 1,000 companies in the biotech, healthcare, and pharma industries [1]. - Haggerston BioHealth offers insights for both novice and experienced investors, including catalysts to monitor, buy and sell ratings, product sales forecasts, and integrated financial statements [1]. - The group conducts discounted cash flow analysis and market-by-market analysis for major pharmaceutical companies, aiding investors in making informed decisions [1].
肾病领域双靶点多肽药物MT1013达成独家商业化合作
Xin Lang Cai Jing· 2026-02-05 12:24
Core Viewpoint - The strategic partnership between Macao and Yunding Xinyao grants the latter exclusive commercialization rights for the innovative dual-target peptide drug MT1013 in China and the Asia-Pacific region (excluding Japan), marking a significant step in the company's global expansion and realization of innovative drug value [1][6]. Group 1: Strategic Partnership - Macao has officially announced a strategic collaboration with Yunding Xinyao, granting exclusive commercialization rights for MT1013 [1][6]. - The agreement includes an upfront payment of 200 million RMB and potential milestone payments up to 1.04 billion RMB, indicating a strong financial incentive for both parties [1][6]. Group 2: Drug Innovation and Mechanism - MT1013 is a first-in-class peptide drug developed by Macao, targeting both calcium-sensing receptor (CaSR) and osteogenic growth peptide (OGP) pathways, representing a shift from passive bone resorption inhibition to active bone formation promotion [2][7]. - The drug aims to comprehensively regulate PTH secretion, correct calcium and phosphorus metabolism, and directly enhance bone health [2][7]. Group 3: Clinical Data and Efficacy - Key Phase II clinical trial data for MT1013 demonstrate significant efficacy and therapeutic potential, with a Phase III registration trial currently underway for SHPT patients undergoing maintenance hemodialysis [4][10]. - MT1013 shows superior performance in achieving triple targets of iPTH, blood calcium, and blood phosphorus levels, along with excellent phosphorus-lowering effects and a significant reduction in cardiovascular risk marker FGF-23 [8][10]. - After 52 weeks of treatment, patients exhibited significant improvements in bone density and sustained enhancements in bone metabolism markers [8][10].
Baird Updates Intellia Therapeutics, Inc. (NTLA)’s Financial Model Following Nex-Z Clinical Hold Removal
Yahoo Finance· 2026-02-02 14:37
Group 1 - Intellia Therapeutics, Inc. (NTLA) is ranked seventh in a list of the 20 Best Biotech Stocks Under $20 to Buy Now [1] - Baird raised its price target on NTLA to $7 from $4 while maintaining a Neutral rating, following the FDA's lifting of the clinical hold on the Nex-z hATTR-PN trial [1][2] - H.C. Wainwright analyst increased the price target on NTLA to $25 from $15 and maintained a Buy rating, noting that the FDA's decision indicates manageable risks for Nex-Z and raised the probability of approval for Nex-Z to 35% from 25% [2] Group 2 - Intellia Therapeutics is a clinical-stage biotechnology company focused on CRISPR-based gene editing therapies for serious genetic diseases, utilizing proprietary in vivo and ex vivo platforms [3] - The company is advancing multiple programs aimed at providing durable, curative solutions and expanding the potential of gene editing [3]
Weekly Buzz: Intellia Gets FDA Nod For ATTRv-PN Trial; Aprea's APR-1051 Paces; CALC Halts KOURAGE
RTTNews· 2026-01-30 17:37
FDA Approvals & Rejections - Intellia Therapeutics has received FDA approval to resume its MAGNITUDE-2 Phase 3 trial for nexiguran ziclumeran (nex-z) targeting hereditary transthyretin amyloidosis with polyneuropathy, increasing target enrollment from 50 to 60 patients [2][4] - Outset Medical's next-generation Tablo Hemodialysis System has been granted FDA 510(k) clearance, making it the first dialysis device to meet enhanced cybersecurity standards, with shipping expected to begin in Q2 2026 [6][7] - OKYO Pharma has received positive feedback from the FDA for its Phase 2b/3 trial design for Urcosimod, a candidate for neuropathic corneal pain, with plans to start the trial in the first half of 2026 [8][9] - REGENXBIO has faced clinical holds on its RGX-111 and RGX-121 gene therapy programs due to a case of CNS tumor in a child treated with RGX-111, although no similar findings were reported in other patients [10][11] - Almirall has received NMPA approval for Seysara in China for treating moderate-to-severe acne vulgaris, expanding its dermatology portfolio in the region [12][13] Clinical Trials - Breakthroughs - Aprea Therapeutics reported early clinical activity for APR-1051 in endometrial cancer, achieving a 50% reduction in target lesion size in a patient with PPP2R1A-mutated uterine serous carcinoma [19][21] - Fractyl Health's Revita demonstrated positive results in weight maintenance after GLP-1 drug discontinuation, showing a 4.5% weight regain compared to 7.5% in the sham group [22][24] - Ascletis Pharma announced positive Phase 3 results for Denifanstat in moderate-to-severe acne vulgaris, focusing on long-term safety in a trial with 240 patients [25][26] - GRI Bio reported new gene expression data from its Phase 2a study of GRI-0621 in idiopathic pulmonary fibrosis, showing significant improvements in lung injury and fibrosis progression [27][28] - Cardiff Oncology announced encouraging results from its Phase 2 trial of Onvansertib in RAS-mutated metastatic colorectal cancer, with a well-tolerated regimen and plans to advance to a registrational program [31][32] - Genentech's CT-388 Phase 2 trial for obesity showed a significant placebo-adjusted weight loss of 22.5% at 48 weeks, with a high percentage of participants achieving significant weight loss [34][36] - Sarepta Therapeutics reported positive three-year results from its EMBARK study for ELEVIDYS in Duchenne muscular dystrophy, showing significant slowing of disease progression in treated patients [38][41] Deals - YD Bio Limited has signed a letter of intent to acquire Safe Save Medical for approximately $26.87 million, aiming to enhance its capabilities in advanced cellular therapeutics [14][15][17]
NTLA Stock Up More Than 6% as FDA Lifts ATTRv-PN Study Clinical Hold
ZACKS· 2026-01-28 15:45
Core Insights - The FDA has lifted the clinical hold on Intellia Therapeutics' investigational new drug application for the phase III study MAGNITUDE-2, which evaluates nexiguran ziclumeran (nex-z) in patients with hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN) [2][5] - Following this regulatory update, Intellia's shares increased by nearly 6.3%, and the company's stock has risen 46.6% over the past year, outperforming the industry average of 17.2% [2] Recent Developments - In October 2025, Intellia halted dosing and patient enrollment in its late-stage MAGNITUDE and MAGNITUDE-2 studies due to a serious adverse event involving a patient who experienced severe liver issues and subsequently died [4] - The FDA's clinical hold was a response to these safety concerns, but Intellia has since aligned with the FDA on study modifications and risk-mitigation measures, including enhanced liver safety monitoring [5][6] Study Details - MAGNITUDE-2 is a randomized, double-blind, placebo-controlled phase III study designed to assess the efficacy and safety of nex-z in patients with ATTRv-PN, with planned enrollment increased from approximately 50 to 60 patients [9] - The primary endpoints of the study include changes in the modified neuropathy impairment score and serum transthyretin levels [9] Collaboration and Financials - Nex-z is Intellia's lead program, developed in partnership with Regeneron Pharmaceuticals, which shares 25% of the R&D costs and profits [6][8] - Intellia's current revenue primarily comes from collaboration with partners like Regeneron, and the drug has received Orphan Drug and Regenerative Medicine Advanced Therapy designations from the FDA [8]
Intellia Therapeutics (NTLA) Surges 6.3%: Is This an Indication of Further Gains?
ZACKS· 2026-01-28 13:36
Core Viewpoint - Intellia Therapeutics, Inc. (NTLA) shares experienced a 6.3% increase, closing at $14.83, driven by notable trading volume and a 52.6% gain over the past four weeks [1][2]. Group 1: Company Developments - The recent price surge is attributed to increased investor confidence following the FDA's lifting of the clinical hold on the MAGNITUDE-2 study for nexiguran ziclumeran (nex-z) in patients with hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN) [2]. - Intellia has aligned with the FDA on study modifications and risk-mitigation measures, including enhanced liver safety monitoring, and plans to resume patient enrollment and dosing promptly [2]. Group 2: Financial Expectations - The company is expected to report a quarterly loss of $0.99 per share, reflecting a year-over-year change of +20.2%, with revenues projected at $11.85 million, down 7.9% from the previous year [3]. - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. Group 3: Industry Context - Intellia Therapeutics holds a Zacks Rank of 3 (Hold) within the Zacks Medical - Biomedical and Genetics industry, while Vanda Pharmaceuticals (VNDA), another stock in the same industry, finished 3.1% higher at $8.02 and has returned 8.1% over the past month [5]. - Vanda's consensus EPS estimate has changed +7.7% over the past month to -$2.18, representing a significant year-over-year change of -2625%, and it currently holds a Zacks Rank of 2 (Buy) [6].
Intellia Moves Forward As FDA Removes Trial Hold For Rare Disorder
Benzinga· 2026-01-27 18:03
Core Viewpoint - The FDA has lifted the clinical hold on Intellia Therapeutics' IND for the MAGNITUDE-2 Phase 3 trial of nexiguran ziclumeran (nex-z) for hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN) [1] Group 1: Trial Details - The trial's target enrollment has been increased from approximately 50 patients to approximately 60 patients [3] - The primary endpoints of the study include a change in modified neuropathy impairment score and a change in serum TTR levels [3] - Long-term follow-up data from the ongoing Phase 1 study indicates a mean serum TTR reduction of 92% at 24 months for patients receiving a one-time dose of 0.3 mg/kg or higher [4] Group 2: Safety and Regulatory Updates - The clinical holds on the INDs for MAGNITUDE and MAGNITUDE-2 were imposed in October 2025 due to safety concerns related to liver transaminases and bilirubin levels [5] - Intellia is in ongoing discussions with the FDA regarding the clinical hold on the IND for the MAGNITUDE Phase 3 trial for patients with transthyretin amyloidosis with cardiomyopathy (ATTR-CM) [6] Group 3: Analyst Insights - Analysts express belief in the efficacy of Intellia's platform, noting that 2026 will be significant for the HAE program, but safety events related to nex-z may continue to impact stock performance until regulatory clarity is achieved [7] - Analyst Myles Minter maintains a Market Perform rating on Intellia, showing increased optimism regarding a regulatory path forward for the company's platform [7] Group 4: Market Reaction - NTLA stock has increased by 9.53%, reaching $15.28 [8]
HCA Healthcare Posts Upbeat Q4 Earnings, Joins Redwire, General Motors And Other Big Stocks Moving Higher On Monday - CoreWeave (NASDAQ:CRWV), Corning (NYSE:GLW)
Benzinga· 2026-01-27 15:16
Group 1: HCA Healthcare Inc - HCA Healthcare reported fourth-quarter adjusted EPS of $8.01, exceeding the analyst consensus estimate of $7.43 [1] - Following the earnings report, HCA Healthcare shares increased by 9.5% to $517.00 [1] - The company raised its FY25 guidance above estimates, indicating positive future expectations [1] Group 2: Other Notable Stock Movements - SuperX AI Technology Ltd shares surged by 27.1% to $16.79 [3] - Redwire Corp gained 21.4% to $13.29 after securing a contract worth up to $151 billion for missile defense [3] - HUYA Inc saw a 14.9% increase to $4.12 [3] - Cloudflare Inc shares rose by 14.5% to $216.99 [3] - Regencell Bioscience Holdings Ltd gained 13.5% to $33.13 [3] - Gold.com Inc surged 13.5% to $50.00 [3] - Corning Inc increased by 12.4% to $106.78 following a $6 billion agreement with Meta [3] - General Motors Co reported better-than-expected quarterly adjusted EPS results and raised its dividend, leading to a 6.8% increase to $84.84 [3]
US FDA lifts clinical hold on Intellia's nerve disease trail
Reuters· 2026-01-27 13:13
Core Viewpoint - Intellia Therapeutics has received approval from the U.S. Food and Drug Administration to lift a clinical hold on one of its late-stage gene therapy trials, enabling the company to resume testing its experimental treatment [1] Group 1 - The FDA's decision allows Intellia to continue its clinical trial, which is crucial for the development of its gene therapy [1] - The lifting of the clinical hold is a significant milestone for Intellia, potentially impacting its future growth and market position [1]