Should I Buy Intellia Therapeutics (NTLA)? Finance YouTuber Analysis

The analyst is bullish on Intellia, citing its gene-editing technology that has shown promising Phase 2 results for hereditary angioedema, effectively curing 70-80% of patients with a single injection. They argue that Wall Street undervalues 'cures' because they don't generate recurring revenue, but the high upfront pricing based on lifetime cost avoidance and the ability to capture the entire prevalent patient population make these assets significantly more valuable than traditional chronic treatments.

“Intellia has um a gene editing based technology they just reported phase two results it seems to for 80% or 70 to 80% of patients provide a cure for uh disease called the hereditary angiodema.”

This creator believes Intellia is significantly undervalued by the market, which misunderstands the profound impact and value of its gene-editing cure for hereditary angioedema (HAE). They argue that a single cure for HAE could generate $21 billion in market value, far exceeding the company's current enterprise value, and that the revenue profile of cures is fundamentally different and more valuable than traditional treatments.

“If you look at the valuation of Intellia today, its Enterprise Value today is $654 million. Its market cap is $1.5 billion but it has almost a billion in cash. What Brett is going to explain in terms of the value we see coming out of a drug that cures Hae as it is known, will astound you.”

The YouTuber highlights Intellia Therapeutics (NTLA) as an example of a growth stock that has delivered significant returns, citing a 67% return in six months since his recommendation. He suggests that picking individual growth companies can lead to substantial gains, emphasizing the importance of looking for companies with large addressable markets and competitive advantages.

“like the 67 return on the shares of intellia therapeutics in the six months since recommending it on the channel”