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Home  /   Forum   /   Koffiekamer   /   Intellia Therapeutics 2024

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Intellia Therapeutics 2024

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338 Posts
Pagina: «« 1 ... 12 13 14 15 16 17 | Laatste | Omlaag ↓
  3. Hoger Lager 17 november 2024 12:14
    ATTR CM Competitive Landscape

    Intellia’s checklist:

    Worst patients
    Best mortality
    Best KCCQ
    Best 6MWT
    Best NT-proBNP
    Patients are actually improving
    The only one-time treatment
    ————————————————
    NYHA class 1/2/3:

    NTLA: 8%/42%/50%
    PFE: 9.1%/61.4%/29.5%
    BBIO: 12.1%/69.6%/18.3%
    ALNY: 7.7%/87.8%/4.6%

    *NTLA had by far the highest % of Class 3 (worst) patients.
    ———————————————
    Survival at 12 and 30 months

    NTLA = 100% (12 months)
    BBIO = 94% and 80%
    PFE = 88-89% and 70%

    * NTLA’s only death occurred on a patient that was so sick (NT-proBNP of 19,000+) that they wouldn’t even be allowed on phase 3 trial. Also occurred around 18 month mark).
    —————————————————
    KCCQ median at 12 months

    +7.8 (NTLA)*
    -2 (PFE)
    -4 (BBIO)
    -5.5 (ALNY)

    *by far the best with worse patients and the only company showing improvement.
    ————————————————
    6MWT median at 12 months

    +5.1 meters NTLA
    -5 meters ALNY (estimate from graph)

    Can’t find median for BBIO and PFE but both had large negative values for LS mean similar to ALNY, so likely similar to ALNY.

    Basically do you want to be able to walk farther or less far? ????
    ————————————————
    Geometric Mean Factor Change for NT-proBNP at 12 months (lower = better)

    NTLA = 1.02 (class 1/2 at 0.97)

    BBIO
    12 month: ~1.10
    30 month: ~1.40-1.45
  7. Hoger Lager 18 november 2024 22:03
    Manipulatie vanuit Regeneron of Pfizer. Om de koers laag te houden voor een overname. Regeneron heeft dit al 2 keer eerder gedaan vlak voor overnames. Buiten beurstijden kopen ze veel aandelen otc ( over the counter). Doe ik ook. Voor mij is het duidelijk dat de data voor HAE (ntla-2002) en ATTR-CM + ATTR-PN (ntla2001) de reeds aanwezige medicatie ver overtreffen qua werkzaamheid. Dit is zeer bedreigend voor de huidige beste medicijnen op de markt.
  8. bodem 20 november 2024 18:12
    Denk niet dat een speler als pfizer zich bezig houd om de prijs te drukken. Absoluut niet
    Intellia komt zelf met goede berichtgeving naar buiten meerdere malen de laatste dagen.
    Wat zegt de markt...wij geloven niet in ...hopelijk ben ik verkeerd maar het begint er naar te ruiken.
    Bijna 50% gedaald om welke reden
    Beetje veel toch.
  9. Hoger Lager 20 november 2024 19:17
    Het heeft ook met Trump en RFK te maken denk ik. Maar ik geloof niet dat zij big pharma aan kunnen pakken. Veel mensen zijn afwachtend misschien. Ik geloof dat Trump dit eerder als een kans ziet om veel geld te gaan verdienen. En de big pharma laat zich niet klein krijgen. Dat hebben er al meer geprobeerd. De oorlog met Poetin telt ook mee ws.

    De data is goed, ik vertrouw daar op. Ik zit er zeker nog 2 jaar in als ze niet overgenomen worden en koop bij als het kan.

    Andere CRISPR en biotech zijn ook gedaald.
  10. bodem 20 november 2024 19:54
    Het goede nieuws van intellia moet altijd de boven hand nemen zeker in die sector.
    We lopen nu achter de feiten en kan me niet inbeelden dat deze onder de 10 $ grens gaat.
    Ook mogen we niet vergeten mocht us een correctie krijgen waar we dan zouden staan.
    Laten we het uitzweten en herbekijken het binnen enkele weken.
  13. Hoger Lager 20 november 2024 22:06
    quote:

    bodem schreef op 20 november 2024 21:29:

    Ik bekijk ook forums el allerhande wat zei erover denken maar de believers snappen er niks van
    En non believers tja stelt niks voor.
    Ik weet wel dat shorters behoorlijk bezig zijn op Intellia. Op dit moment niet echt bij andere CRISPR bedrijven. Dat is vreemd. Ik ga eens kijken wat er vandaag gebeurd...
  14. Hoger Lager 20 november 2024 22:34
    Geen specifieke aanleiding...
    Wel de huidige doelen van analisten:
    $128 Buy (Jefferies)
    $91 Buy (Chardan)
    $90 Buy (Canaccord Genuity)
    $90 Buy (Truist)
    $85 Five Stars (Morningstar)
    $70 Overweight (Wells Fargo)
    $70 Outperform (BMO)
    $65 Overweight (Cantor)
    $64 Buy (Stifel)
    $60 Outperform (Evercore ISI)
    $60 Outperform (Oppenheimer)
    $58 Buy (Bank of America)
    $56 Overweight (Morgan Stanley)
    $55 Buy (Guggenheim)
    $55 Buy (Leerink)
    $54 Outperform (RBC)
    $43 Outperform (Bernstein)
    $20 Neutral (Goldman Sachs)
    $19 Neutral (Citi)
    $18 Neutral (Baird)
    $14 Neutral (Wedbush)
  15. Hoger Lager 21 november 2024 01:59
    Ok, ik ben erachter wat er aan de hand is. Er loopt een rechtszaak tegen Intellia van een andere biotech die meent patent te hebben op de manier waarop Intellia de genetische code wijzigt in trial ntla-3001. Het gaat hier om AATD. De belangrijkste trials ntla-2001 en ntla-2002 staan hier buiten.

    Zie de bijlage.
    Bijlage:
  16. bodem 21 november 2024 10:28
    Bedankt H.L. de vraag is hoe zwaar weegt dit door alhoewel ik toch denk dat dit meer shorter praktijken zijn.
    Hoe vervelend het ook is, op dit moment is er totaal geen reden nodig voor paniek maar als je na enkele weken op een achterstand kijkt van -35% das niet de investering op korte termijn.
  18. Cybertom 22 november 2024 15:38
    Shares of biotech Intellia Therapeutics (NASDAQ: NTLA) are down by around 33% over the past 30 days, amid the publication of some new data from an early stage clinical trial on Nov. 16 and its third-quarter earnings on Nov. 7.Usually, updates like those two would act as positive catalysts for a stock, assuming there was good news to share.

    In this case, there wasn't exactly any bad news, but the stock is clearly still smarting from the damage in October, when some clinical results from its gene editing program for hereditary angioedema (HAE) didn't stack up very favorably against a competitor's candidate.

    So is this stock still worth a purchase, or is there a problem that's starting to pick up speed?

    Don't let the market fool you
    First, let's examine the most recent information produced by this biotech to see if there's anything overtly bearish.

    Intellia's investigational gene-editing therapy called nex-z (formerly known as NTLA-2001) aims to treat or cure a rare, progressive, and ultimately fatal hereditary illness called transthyretin amyloidosis, or ATTR amyloidosis. Nex-z is intended to be a one-time intervention with durable results, because it edits the patient's genes permanently to correct the issues that cause the disease. It's also one of Intellia's lead programs, and it's currently enrolling patients for a phase 3 clinical trial, with another phase 3 trial slated to start before the end of this year.

    But because the therapy edits patients' genes directly, the company is obligated to follow a protracted schedule for its safety testing, meaning that it needs to follow patients in its earlier phase 1 trials for quite some time. That also opens the door for taking a few peeks at efficacy data over time in the small cohort of patients in those trials.

    Per the company's update about the phase 1 trial on Nov. 16, for 11 of the 36 patients in the trial, nex-z appeared to be extremely effective at reducing the level of circulating protein responsible for causing ATTR symptoms by an average of 89% for at least 24 months without any further dosing. The other patients in the trial haven't had enough time pass to be eligible for their 24-month follow-up appointment yet. But in their follow-ups so far, there is no evidence of ATTR's recurrence. So, in all likelihood, their 24-month efficacy data will look just as good.

    Intellia is keen to mention that these data indicate that nex-z is probably capable of altering the disease's course to the benefit of patients by slowing or halting its progression. Nonetheless, nex-z's safety data are a bit less encouraging, which might be one thing that is motivating investors to sell the stock.

    While these issues weren't proven to be linked to the treatment itself, a handful of patients still experienced cardiovascular problems like cardiac failure after being treated. One explanation for this may be that because ATTR amyloidosis is progressively more harmful to a patient's body over time, treatment with nex-z might only stem further damage, not heal the previously accumulated harm, which it isn't designed to do.

    In other words, the market's expectations for nex-z's performance may be unrealistically high, even though it could still credibly be a cure for the condition it intends to address.

    There could still be major pitfalls in store
    If it's ever commercialized, Intellia thinks that nex-z could have an addressable market as large as 550,000 people with ATTR and its various subtypes worldwide, and that the market for interventions for the condition could be worth more than $11 billion annually by 2029.

    Capturing even 5% of the market and holding it for a couple of years would quickly make nex-z a blockbuster drug, and it'd make for a dramatic addition to the biotech's current sales revenue of $0. The fact that the program's early stage data continue suggesting that things are on track should give investors confidence that the late-stage trials have a good chance of success.

    Furthermore, Intellia has $944.7 million in cash, equivalents, and marketable securities as of the third quarter. Management thinks that it should have enough money to operate at its current intensity through late 2026, given the expected inflows from collaborations. As its total operating expenses for the first three quarters of 2024 were $442.8 million, that estimate is reasonable. Should it need to raise more money to launch nex-z, if it continues generating positive clinical data, it shouldn't have too much trouble doing so.

    Of course, there is no guarantee that it will have an easy time getting the program commercialized. Regulators at the U.S. Food and Drug Administration (FDA) will scrutinize its safety data very carefully, given the gravity of making permanent changes to patients' genomes. The odds of regulators asking for more comprehensive safety data are thus higher than with most other biotech candidates.

    Still, the recent decline in Intellia's stock price seems to be an overreaction. The company doesn't have any serious obstacles today that it didn't have before the last 30 days. If you're inclined to take a bet on a biotech stock with a meaty serving of risk, this stock is a good candidate for buying the dip and holding for at least a few years, so that it has enough time to try moving one of its programs to market.

    finance.yahoo.com/news/down-33-1-mont...
338 Posts
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