NTLA-2002
NTLA-2002gene therapyin vivo CRISPR knockout of KLKB1
Hereditary Angioedema
Phase 3
1 program·1 trial·View drug →
DashboardSell12,814$17.52−$224.5KSell8,978$19.83−$178.0KOption ex.5,611$19.90$111.7KOption ex.8,313$21.32$177.3KSell4,068$18.38−$74.8K Interventional CardiologyCo-Investigator$355.9K6CardiologyEquity / Ownership$179.6K4Heart FailureCo-Investigator$93.2K4CardiologyCo-Investigator$77.3K4Heart FailureConsulting$35.3K6Interventional CardiologyTravel & Lodging$11.3K3
NTLANASDAQ
Intellia
Intellia Therapeutics, Inc. · Cambridge, MA · founded 2014
Intellia Therapeutics is a Cambridge, Massachusetts biotech that develops permanent treatments for genetic diseases by using CRISPR/Cas9 genome editing. The company pursues two complementary approaches: "in vivo" therapies that deliver the editing tool directly into the patient via lipid nanoparticles to fix DNA inside the body, and "ex vivo" therapies that edit a patient's cells in a laboratory before reinfusing them. Lead clinical programs treat hereditary angioedema (HAE) and ATTR amyloidosis.
- Lead asset
- NTLA-2002 · Ph3 · Hereditary Angioedema
- gene therapy · in vivo CRISPR knockout of KLKB1
- Pipeline
- 1 drug · 1 program
- 1 Immunology
- Modalities
- gene therapy×1
FocusGene TherapyRare DiseaseCardio-Renal
$24.00+53.45%1Y
NTLA · daily close · illustrative · 2 catalysts marked
PDUFA-23%PDUFA+43%
1Y high$25.591Y low$15.42range$10.17(66%)past catalysts
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1 programmatch: modality
Pipeline & catalysts
Pipeline & catalysts
Pipeline by phase1programs
- Preclin0
- Ph10
- Ph20
- Ph31
- Filed0
- Approved0
Past catalyst impact
DateKindEventOutcome+1W+1M+6M
Jun 29, 2025PDUFANTLA-2002 — PDUFA — ApprovedNegative-22.7%-19.5%-38.6%
Apr 30, 2025PDUFANTLA-2002 — PDUFA — ApprovedPositive+42.5%+24.1%+43.0%
Nov 1, 2024ReadoutNTLA-2002 — Phase 3 Topline — Mixed ResultNegative-43.1%-24.7%-41.3%
% change vs ticker close on the announcement date · backtest illustrative
Smart money
Insider activity
Insider activity · last 90 days
Form 4 trail · 5 transactions · 5 insiders
Net flow
−$477.3K
Buys
$0
0 txns
Sells
$477.3K
3 txns
Largest
−$224.5K
CFO sell
Net flow per quarter · last 8Q
11 txns · sum −$3.42M
24Q325Q125Q326Q126Q2
buys · $0sells · $3.42M
Insider · roleActionSharesPriceValueDate
J. Nguyen
CFO
Apr 25, 2026
P. Kowalski
CFO
Mar 8, 2026
P. Kim
Director
Mar 2, 2026
E. Morais
CFO
Feb 6, 2026
C. Iyer
EVP
Jan 29, 2026
Congressional trading
Congressional trading · STOCK Act · last 365d
4 trades · 3 members
Est. net flow
−$6.68M
midpoint · brackets only
Buys
1
Sells
3
Party mix
3 D1 R
Member · chamberActionBracket~ midpointOwnerDate · disclosure
D
Buy$50K–$100K~$75KspouseRep. H. Patel
House · IL
Apr 15, 2026
filed +8d
R
Sell$1.00M–$5.00M~$3.00MspouseRep. M. Hartwell
House · FL
Nov 9, 2025
filed +25d
D
Partial sell$500K–$1.00M~$750KdependentRep. H. Patel
House · IL
Oct 14, 2025
filed +14d
D
Partial sell$1.00M–$5.00M~$3.00MspouseSen. C. Walsh
Senate · NY
Aug 24, 2025
filed +8d
Source: Senate eFD & House Clerk PTR feeds · members must disclose within 45 days · midpoints reflect bracket midpoint, not actual transaction value
Top ETF holders
ETF holders · NAV disclosures
3 ETFs hold the position
Held by ETFs
$71.5M
aggregate position
Of market cap
3.76%
aggregate ETF share
Top holder
ARKG4.31%
ARK Genomic Revolution ETF
TickerETF · familyThemeNAV% of NAVPosition
ARKGGene editing$1.20B4.31%$51.7M
ARK Genomic Revolution ETF
ARK
XBIBroad biotech$7.90B0.19%$15.0M
SPDR S&P Biotech ETF
SPDR
IDNAGenomics$200.0M2.40%$4.8M
iShares Genomics Immunology Healthcare
iShares
Source: ETF NAV disclosures + quarterly 13F filings · narrow-theme ETFs disclose holdings daily; broad ETFs quarterly · % of NAV is the position weight inside the fund
KOL network
KOL network · CMS OpenPayments
6 physicians paid · 27 disclosed records
Total 2025+2024
$752.5K
YoY
-72%
Co-Investigator$456.6KEquity / Ownership$149.5KSpeaking$84.1KConsulting$45.4KTravel & Lodging$14.9KFood & Beverage$1.9K
Physician · affiliationSpecialtyTop categoryTotalRecords
Dr. Devon Park
University of Washington
Dr. Daniel Mendoza
Yale Medical
Dr. Maya Park
Penn Medicine
Dr. Lin Park
MD Anderson
Dr. Kavya Andersson
UCSF
Dr. Maya Iyer
Mass General Hospital
Source: CMS OpenPayments · quarterly drops · physicians identified by NPI · aggregated across all programs
Government & IP
Federal lobbying
Federal lobbying · LDA · last 8 quarters
$180K disclosed · 2 firms engaged
YoY change
+21%
last 4Q vs prior 4Q
24Q3Q425Q1Q2Q3Q426Q1Q2
Top lobbying firms · last 8Q
Mehlman Castagnetti$101K
6 quarters active
Van Scoyoc Associates$79K
5 quarters active
Top issues lobbied
- Drug Supply Chain Security Act$77K
- Patent Trial and Appeal Board reforms$50K
- Rare Pediatric Disease Priority Review Voucher$26K
- Prescription Drug User Fee programs$26K
Source: Senate LDA database (lda.senate.gov) · quarterly registrant filings · spend is the company-wide total disclosed
Government contracts
Federal contracts · USAspending.gov
1 award · 1 agency
Total awarded
$6.1M
across all programs
Active
$6.1M
option periods incl.
Top agency
NIH / NIAID$6.1M
largest active: Antiviral Drug Discovery Cooperative
AgencyTitle · type · award IDStatusValueAwarded → ends
NIH / NIAIDoption$6.1MSep 2023→ Nov 2026
Antiviral Drug Discovery Cooperative
Cooperative Agreement · NIH-20200218
Source: USAspending.gov · SAM.gov · every federal contract / grant / cooperative agreement is public · values are obligated awards (may include option periods)
U.S. Patents
U.S. Patents · USPTO
6 granted · 4 pending
Total in portfolio
10
Granted in last 12mo
1
Expiring < 2yr
0
Nearest expiry
Apr 2029
Patent #Title · inventor · drugTypeStatus · filedExpiry
10,868,832Process
Recombinant production of therapeutic NTLA-2002
C. Reyes · NTLA-2002
grantedfiled Apr 2023
exp. Apr 2043
17.0y left
12,270,728Method of Use
Methods of stratifying patients for treatment with NTLA-2002
L. Park + 3 · NTLA-2002
grantedfiled Apr 2021
exp. Apr 2041
15.0y left
US 2024/9740247 A1Method of Use
Dosing regimens for chronic administration of NTLA-2002
L. Nguyen · NTLA-2002
pendingfiled Apr 2024
in prosecution
US 2024/4473625 A1Formulation
Stable lyophilized formulations of NTLA-2002
M. Schwartz + 1 · NTLA-2002
pendingfiled Apr 2024
in prosecution
US 2021/2616161 A1Composition of Matter
Modified RNA constructs and methods of use thereof NTLA-2002
R. Davies + 3 · NTLA-2002
pendingfiled Apr 2021
in prosecution
10,883,287Composition of Matter
Modified RNA constructs and methods of use thereof NTLA-2002
B. Chen · NTLA-2002
grantedfiled Apr 2017
exp. Apr 2037
11.0y left
12,367,676Process
Recombinant production of therapeutic NTLA-2002
J. Park + 3 · NTLA-2002
grantedfiled Apr 2014
exp. Apr 2034
8.0y left
11,465,015Method of Use
Combination therapy comprising NTLA-2002
F. Iyer + 2 · NTLA-2002
grantedfiled Apr 2014
exp. Apr 2034
8.0y left
showing 8 of 10 · full portfolio available on Pro
Source: USPTO PEDS & Patent Public Search · composition-of-matter is the headline asset · expiration = 20 years from filing
News
News
News · last 90 days
6 items from 3 categories
clinical3regulatory2partnership1
1d ago
NTLA announces interim analysis from NTLA-2002 pivotal study
Endpoints News$·clinical
5d ago
FDA grants Fast Track Designation to NTLA's NTLA-2002 program
PR Newswire·regulatory
10d ago
NTLA doses first patient in Phase 3 NTLA-2002 study
FierceBiotech·clinical
1mo ago
NTLA presents NTLA-2002 data at major medical conference
FierceBiotech·clinical
1mo ago
NTLA expands co-development partnership for next-gen pipeline
Business Wire·partnership
2mo ago
NTLA receives Orphan Drug Designation for NTLA-2002
FierceBiotech·regulatory
Sources: PR wires + biotech-trade publications + company IR · paywalled outlets ($) link to publisher · we never paraphrase the headline
Financials
Financials
Trading
Previous close
$24.00
Open
$24.19
Day Δ
-0.19
-0.79%
Day range
$23.82 – $24.37
52W range
$15.42 – $25.59
Avg daily volume
1.08M
Valuation & ownership
Enterprise value
$1.3B
Shares out
79.17M
Float
69.67M
Insider %
8.43%
Institutional %
48.43%
Beta
1.93
vs SPY · 52w
Balance sheet & burn
Cash + invest
$1.0B
Total debt
$43M
Debt / equity
4.43
Cash burn / Q
$85M
R&D spend TTM
$323M
32% of cash
ATM available
None
no active facility
Earnings
EPS latest
$-0.68
EPS Δ vs prior
+0.03
EPS estimate
$-0.75
next quarter
EPS prior
$-0.71
Next earnings
May 21, 2026
Rev guidance
$15M