Intellia Therapeutics Inc (NTLA) Options

NTLA reports 2/20

80mil raised at 25$ per share in q3...
waky waky soon?

NTLA anew 52 week low

the trial design desperately needs to be changed. Someone with a serious, progressing and/or life threatening disease does not have the opportunity and right (!) to access a potential cure that often has already been well established in clinical trials, for example a ph1 or ph2.

I would bet many people suffering from HAE would take this NTLA compound ON THE SPOT. Same is true for cancer patients in other instances. Some phase 2 compounds dwarth the standard of care in terms of efficacy and safety ------ But they will have to wait another 3-8 years for the ph3 to finish and the FDA to approve it.

Imagine we would do this with AI or natural resources.....

violently undervalued

OT: In this Dr. Urnov, PhD, laid out the urgent case for major reform in the regulatory appraisal of clinical therapies involving CRISPR gene therapies https://www.liebertpub.com/doi/10.1089/crispr.2024.0082

NTLA new 52 week low

NTLA still trending south

NTLA that awful Cathie Wood bought more shares

NTLA was added Friday to Cathie Wood’s ARKK fund
This stock has made a round trip priced back to where it was four years ago

(OT): A new AI paper from Princeton and Stanford https://www.biorxiv.org/content/10.1101/2024.04.25.591003v2.full

CRISPR-GPT demonstrated a marked improvement in gene-editing experiments, increasing the accuracy of target gene modifications by up to 30% compared to conventional methods. In validation tests, it achieved a specificity rate exceeding 95%, with a significant reduction in off-targets. The system also reduced the time required to design and plan experiments by approximately 40%, streamlining the workflow for researchers.

NTLA new 52 week low

Found it

NTLA new 52 lo

NTLA new 52 lo

Is NTLA-3001 over before it even starts? https://crisprmedicinenews.com/news/genome-editing-with-cas9-and-aav-generates-frequent-insertion-of-viral-vectors-that-are-difficult-to/

Slides https://recodetx.com/wp-content/uploads/2024/01/ReCode-Non-Confidential-Overview_Jan-2024.pdf

They are opting out of an agreement with REGN to co-develop a factor IX gene editing therapy for haemophilia A and B. The agreement, which was signed in 2020, will terminate 180 days after NTLA provide written notice to REGN. They will continue to have obligations related to the co-development of gene-editing products directed to factor IX until the effective date of termination. Upon termination, NTLA will no longer be obligated for sharing 35% of the development costs, or be entitled to receive 35% of the profits, for gene-editing products directed to factor IX under the agreement.

Separately, the company would continue to support REGN with the development of gene-editing products directed to factor IX, as applicable, pursuant to a 2016 license and collaboration agreement between the companies. NTLA may be eligible to receive up to $320M in milestone payments and royalties in the high-single digits to low teens if REGN develops and commercialises gene-editing products under the terms of this license and collaboration deal.

I assume (rightly or wrongly) the DNA writer is likely a prime editor https://www.businesswire.com/news/home/20240215392146/en/Intellia-Therapeutics-and-ReCode-Therapeutics-Announce-Strategic-Collaboration-to-Develop-Novel-Gene-Editing-Therapies-for-Cystic-Fibrosis

I'm glad I didn't take a (long) position. I expect an offering soon. CRSP did one, and now PRME. NTLA has not only underperformed, but they are now going to dilute their shareholders more!

Gene editing companies can be hit and miss

Good research from Nanolyze

Looks like they cleaned almost all of the ex vivo programs. They also pivoted one in vivo program and changed it to DNA based writing. Now, they are pretty much left with 2001, 2002 and 3001. This on top of a 15% cut of the workforce (that extends cash runway into mid-2026). Let's hope there are no hiccups! https://www.globenewswire.com/news-release/2024/01/04/2804303/0/en/Intellia-Therapeutics-Highlights-its-Three-Year-Strategic-Priorities-and-Anticipated-2024-Key-Milestones.html

New preclinical data, but for some reason they won't upload the poster(s) https://jitc.bmj.com/content/11/Suppl_1/A391

They also focused on CD8+ T-cells, but we know CD4+ T-cells are important https://www.sciencedirect.com/science/article/pii/S0952791521001230

For example, in this the authors showed that SOCS1-inactivation improved the intrinsic and extrinsic antitumour effect of adoptively transferred CD4+ T-cells. In addition, inactivation not only restored CD4+ T-cell expansion but it boosted CD8+ T-cell efficacy as well https://www.science.org/doi/10.1126/sciimmunol.abe8219

NTLA new 52 week low

First time I had heard about Intellia's proprietary Nme2 CRISPR/Cas9 (Nme2Cas9). A quick search brings back the following: ''Nme2Cas9 combines all-in-one AAV compatibility, exceptional editing accuracy within cells, and high target site density for in vivo genome editing applications.'' https://www.cell.com/molecular-cell/fulltext/S1097-2765(18)31033-5

Regeneron Pharmaceuticals and Intellia announced they expanded their existing research collaboration for gene editing therapies to focus on additional targets in neurological and muscular diseases https://finance.yahoo.com/news/regeneron-intellia-announce-expanded-research-110000224.html

The expanded deal combines Regeneron viral vector delivery technologies and Intellia gene modification technologies. Per the terms, the duo will initially research two in vivo non-liver targets, and each company will have the chance to lead potential development and commercialisation for candidates aimed at one target. The company that doesn't lead the program can enter a co-development and co-commercialisation agreement for the target.

That awful Cathie Wood bought more
Intellia Therapeutics Inc NASDAQ: NTLA

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Health Care : Biotechnology | Small Cap BlendCompany profile
Intellia Therapeutics, Inc. is a clinical-stage genome editing company, which is focused on developing curative therapeutics using Clustered, Regularly Interspaced Short Palindromic Repeats/CRISPR associated 9 (CRISPR/Cas9) technology. CRISPR/Cas9 is a technology for genome editing, the process of altering selected sequences of genomic deoxyribonucleic acid. It is focused on leveraging its modular platform to advance in vivo and ex vivo therapies for diseases with high unmet need. Its lead in vivo candidate, NTLA-2001, is for the treatment of transthyretin (ATTR) amyloidosis, as well as NTLA-2002 for the treatment of hereditary angioedema (HAE). It is developing ex vivo applications to address immuno-oncology and autoimmune diseases. Its advanced ex vivo programs include a wholly owned chimeric antigen receptor T (CAR-T) cell candidate, NTLA-6001 targeting CD30 for the treatment of CD30-expressing hematologic cancers, including relapsed or refractory classical Hodgkin's lymphoma.

Holding long for 300 plus easy money

New preclinical data https://www.globenewswire.com/news-release/2022/05/02/2433370/0/en/Intellia-Therapeutics-Presents-Preclinical-Data-Demonstrating-Advancements-in-its-CRISPR-Engineered-Allogeneic-Platform-at-the-2022-Keystone-Symposia-s-Precision-Genome-Engineering.html

Slides https://3o5c4w3neipl16yvhj3nfqam-wpengine.netdna-ssl.com/wp-content/uploads/2022-05-01_Schultes_Keystone-2022.pdf

Also, https://jitc.bmj.com/content/8/Suppl_3/A103.2

https://www.fiercebiotech.com/research/engineered-tcr-t-cells-by-fred-hutch-san-raffaele-intellia-fend-off-evasive-leukemia-solid

ASH abstracts

A Novel Strategy for Off-the-Shelf T Cell Therapy Which Evades Allogeneic T Cell and NK Cell Rejection https://ash.confex.com/ash/2021/webprogram/Paper152999.html

Clinical-Scale Production and Characterization of Ntla-5001 - a Novel Approach to Manufacturing CRISPR/Cas9 Engineered T Cell Therapies https://ash.confex.com/ash/2021/webprogram/Paper153775.html

PR https://www.globenewswire.com/news-release/2021/10/20/2317270/0/en/Intellia-Therapeutics-Presents-Preclinical-Data-Demonstrating-Advancements-in-its-Broad-Genome-Editing-Capabilities-at-the-2021-European-Society-of-Gene-Cell-Therapy-Annual-Congres.html

Consecutive Genome Editing in Non Human Primate Achieves Durable Production of Human Alpha-1 Antitrypsin and Reduction of the Native Protein https://3o5c4w3neipl16yvhj3nfqam-wpengine.netdna-ssl.com/wp-content/uploads/AATD-2021-ESGCT-Final.pdf

A Novel Strategy for Off the shelf T Cell Therapies Evading Host T Cell and NK Cell Rejection https://3o5c4w3neipl16yvhj3nfqam-wpengine.netdna-ssl.com/wp-content/uploads/Allo-2021-ESGCT-Final.pdf

Lipid Nanoparticles (LNPs) as a Superior CRISPR/Cas9 Delivery Modality for Highly Efficient Multiplex Gene Editing of T Cells for Adoptive Cell Therapy https://3o5c4w3neipl16yvhj3nfqam-wpengine.netdna-ssl.com/wp-content/uploads/LNP-2021-ESGCT-Final.pdf

The company will present new data at the 29th Annual Congress of the European Society of Gene & Cell Therapy meeting, taking place virtually from October 19-21.

Oral Presentations:

Title: A Novel Strategy for Off-the-shelf T Cell Therapies Evading Host T Cell and NK Cell Rejection
Abstract number: OR18
Date/Time: Wednesday, October 20, 2021, 10:45 a.m. CEST
Location: Session 2c: Immunotherapy for cancer & CAR T cells
Presenting Author: Yong Zhang, Ph.D., associate director, Cell Therapy

Title: Consecutive Genome Editing in Non-Human Primate Achieves Durable Production of Human Alpha-1 Antitrypsin at Physiologic Levels and Reduction of the Homologous Native Protein
Abstract number: OR12
Date/Time: Wednesday, October 20, 2021, 10:15 a.m. CEST
Location: Session 2b: Gene editing I
Presenting Author: Sean Burns, M.D., vice president of Intellia’s Disease Biology and Pharmacology group

Invited Talk:
Title: Advances in CRISPR/Cas9 Therapeutic Genome Editing for In Vivo and Ex Vivo Applications
Date/Time: Friday, October 22, 2021, 11:30 a.m. CEST
Location: Session 7b: Liver and metabolic diseases II
Presenting Author: Laura Sepp-Lorenzino. Ph.D., chief scientific officer

Poster Presentation:
Title: Lipid Nanoparticles (LNPs) as a Superior CRISPR/Cas9 Delivery Modality for Highly Efficient Multiplex Gene Editing of T Cells for Adoptive Cell Therapy
Abstract number: P205
Date/Time: Tuesday, October 19, 2021, 8:00 a.m. CEST
Presenting Author: Aaron Prodeus, Ph.D., principal scientist, Cell Therapy

The company has announced that it has submitted its first CTA to the UK's MHRA for NTLA-5001 (an auto TCR-T cell therapy targeting WT1) to initiate a PhI trial. The company expects to initiate screening by year-end. This first-in-human trial is expected to evaluate the safety and activity in patients with persistent or recurrent AML who have previously received first-line therapies.

Also, last month they submitted an application to the New Zealand's MMDS to begin a PhI trial for NTLA-2002. Additional applications with other countries are following. It utilises the company's modular in vivo lipid nanoparticle delivery technology to knock out the KLKB1 gene in the liver with the potential to permanently reduce plasma kallikrein protein and activity, a key mediator of HAE.

And BEAM

Sudden burst in genomic stocks. NTLA, EDIT, CRSP moving together. What happened?

Big gap and lot of money to be spent on continuation of just for hope. Hope everything comes to fruition in the long but like you said it a ways away.

You do understand that this is a biotech startup that does not yet generate revenue yet? They have a pipeline of products that aren't set to make it to the market until at least next year? They've proven that the CRISPR-Cas9 technology can be effective - now it's time to finish the clinicals and get approval from the FDA to market the products. Geez!!

Large negatives across the board. Revenue Per Share $0.86

Profitability
Profit Margin -288.47%
Operating Margin (ttm) -291.05%

Management Effectiveness
Return on Assets (ttm) -18.17%
Return on Equity (ttm) -37.46%

Income Statement
Revenue (ttm) 51.52M
Revenue Per Share (ttm) 0.86
Quarterly Revenue Growth (yoy) -50.10%
Gross Profit (ttm) -92.41M
EBITDA -143.6M
Net Income Avi to Common (ttm) -148.63M
Diluted EPS (ttm) -2.47

Balance Sheet
Total Cash (mrq) 584.06M
Total Cash Per Share (mrq) 8.57
Total Debt (mrq) 72.74M
Total Debt/Equity (mrq) 13.33
Current Ratio (mrq) 9.90
Book Value Per Share (mrq) 8.04

Cash Flow Statement
Operating Cash Flow (ttm) -63.74M
Levered Free Cash Flow (ttm) -45.03M

Blackstone Life Sciences, Cellex Cell Professionals, and Intellia Therapeutics have teamed to create a CAR-T therapy start-up https://ir.intelliatx.com/static-files/fca9b71d-739f-4d79-863d-f1c4dc27bcf1

Adding CD8 coreceptors may enhance CD4+ T-cell responses (for MHC Class I-restricted antigens) by stabilising TCR-pMHC interactions. Also, it serves to enhance avidity from low affinity TCRs, while enhancing activation https://www.tandfonline.com/doi/full/10.4161/onci.22590

Another way would be to target MHC Class II-restricted antigens https://www.jci.org/articles/view/120391

Knock-ins, knockdowns and/or overexpression are other ways to improve activity. For example, in this, knockdown enhanced CD8+ and CD4+ T-cell accumulation in the tumour, increased proliferation and increased cytokine production https://www.nature.com/articles/nature12988

In the setting of established and (rapidly) proliferating disease, there is a need to enhance and sustain T-cell function, activity, and persistence. However, too many inhibitory and not enough costimulatory signals are a major hurdle. But one way to overcome this is with immunomodulatory fusion proteins, such as this https://ashpublications.org/blood/article/130/22/2410/36564/A-CD200R-CD28-fusion-protein-appropriates-an

So I hope the company explore it.

This was presented at SITC last year https://jitc.bmj.com/content/8/Suppl_3/A103.2

This trial showed that donor-derived, CD8+ T-cells engineered (using a viral vector) to express a WT1 TCR could prevent relapse of patients at high risk (post HCT) [1].

Based on it, a PhI/II trial is ongoing testing central memory vs. naive CD8+ T-cells for the treatment of high-risk AML patients post-induction chemo (over 80% will relapse within the first year [2]). As of Dec '19, seven had been treated. Four are NED (one out to over 500 days), one relapsed (but declined further treatment), and two had overt disease (one due to WT1 negative leukaemia cells).

I think the product (5001) produced by NTLA should show even better results due to a number of factors.

Refs:
1 https://www.nature.com/articles/s41591-019-0472-9
2 https://ascopubs.org/doi/full/10.1200/JCO.2014.58.3518

https://www.businesswire.com/news/home/20210107005234/en/ArsenalBio-Announces-Multi-Program-Discovery-Collaboration-with-Bristol-Myers-Squibb-to-Advance-Next-Generation-T-cell-Therapies-for-Solid-Tumors

Cathie Wood likes some cutting edge Gene editing stocks including NTLA.



Genome Stocks-Gene Editing.
$BEAM 5 billion market cap ARKG ETF
$EDIT 5.1 billion market cap ARKG ETF
$SGMO 2.3 billion market cap
$NTLA 4.4 billion market cap ARK ETF
$BLUE 3 billion market cap
$BNGO 850 million market cap
$EVGN 180 million market cap 35 million shares 45% owned by institutions & insiders ARKG ETF


$NTLA

NTLA 5001, a T Cell Product Candidate with CRISPR Based Targeted Insertion of a High Avidity, Natural, WT1 Specific TCR, Shows Efficacy in In Vivo Models of AML and ALL https://3o5c4w3neipl16yvhj3nfqam-wpengine.netdna-ssl.com/wp-content/uploads/Intellia-ASH-Poster-Presentation_12.05.2020.pdf

Arsenal Bio [1] is also using it for screening [2] and editing [3]. Different TCRs and CARs [4] will be used for solid tumours, and they are working on ways to overcome exhaustion [5].

Refs:
1 https://www.businesswire.com/news/home/20191017005246/en/ArsenalBio-Launches-With-85-Million-Series-A-Financing-to-Advance-New-Paradigm-to-Discover-and-Develop-Immune-Cell-Therapies
2 https://www.sciencedirect.com/science/article/abs/pii/S0092867420303329
3 https://www.nature.com/articles/s41587-019-0325-6
4 https://www.globenewswire.com/news-release/2020/10/21/2111794/0/en/Teneobio-Announces-a-Research-Collaboration-and-License-Agreement-With-ArsenalBio.html
5 https://www.nature.com/articles/s41586-019-1325-x