Intellia Therapeutics

Paused Trials Will Drive Rebound After Resolution Of Safety Concerns

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Mar 25

Updated

10 Dec 25

Views

840

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-27.2%

7D

-8.0%

Loading

1Y

-27.2%

7D

-8.0%

You can edit this narrative until Dec 11 10:05 PM. Then, changes will post as Updates.

Author's Valuation

US$22.4360.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

NTLA: Hereditary Angioedema Program Will Drive Future Upside Despite ATTR Safety Overhang

Analysts have modestly reduced their average price target on Intellia Therapeutics, trimming projected upside by a few dollars per share as mounting liver safety concerns around nexiguran ziclumeran, multiple downgrades, and lowered probability of approval assumptions for the ATTR program weigh more heavily against otherwise intact long term gene editing optionality and the opportunity in hereditary angioedema. Analyst Commentary Street research has turned more cautious on Intellia in the near term, with multiple downgrades and target cuts reflecting heightened uncertainty around the ATTR program and the broader platform safety profile, even as some analysts still highlight long term value in gene editing and the hereditary angioedema franchise.

Shared on 26 Nov 25

Fair value Decreased 9.72%

NTLA: Positive Phase 3 Data And Upcoming Regulatory Filing Will Drive Future Upside

Analysts have lowered their average price target on Intellia Therapeutics from approximately $24.85 to $22.43 per share. They cited heightened safety concerns related to recent clinical trial liver toxicity events and uncertainty about the future of key pipeline programs.

Shared on 12 Nov 25

Fair value Decreased 23%

NTLA: Phase 3 Enrollment Milestones And Data Readouts Will Drive Next Upside

Analysts have reduced their fair value estimate for Intellia Therapeutics from approximately $32.30 to $24.85. They cite heightened safety concerns in key clinical programs and lower projected growth rates following recent adverse events and subsequent trial pauses.

Shared on 29 Oct 25

Fair value Decreased 5.25%

Intellia Therapeutics' consensus price target has declined from approximately $34.08 to $32.30 per share. Analysts cite heightened safety concerns surrounding recent liver injury events and paused clinical trials as key drivers behind lower valuation estimates.

Shared on 10 Aug 25

Fair value Decreased 8.16%

Despite a notable improvement in both future P/E and net profit margin, Intellia Therapeutics’ consensus analyst price target has been revised downward from $37.11 to $35.23. What's in the News Phase 3 HAELO trial for lonvo-z in hereditary angioedema (HAE) is ongoing, showing strong interim efficacy data; drug has received multiple regulatory designations, including FDA Orphan Drug and RMAT.

Shared on 01 May 25

Fair value Increased 12%

Shared on 24 Apr 25

Fair value Decreased 2.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.088%

AnalystConsensusTarget has decreased profit margin from 19.3% to 17.3% and increased future PE multiple from 105.7x to 117.8x.

Shared on 09 Apr 25

Fair value Decreased 7.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.50%

AnalystConsensusTarget Fair Value

US$22.43

60.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

64.10%

Biotech revenue growth rate

9.55%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.19%

Calculation

US$90.85m

Earnings '28

x

42.88x

PE Ratio '28

=

US$3.90b

Market Cap '28

US$3.90b

Market Cap '28

/

141.90m

No. shares '28

=

US$27.46

Share Price '28

US$27.46 Share Price '28

Discounted to 2025 @ 7.19% p.a.

=

US$22.29

Fair Value '25