Brookline Capital Markets Reiterates Buy Rating on Intellia Therapeutics (NTLA), PT $106

Brookline Capital Markets analyst Leah RUsh Cann reiterated a Buy rating and $106.00 price target on Intellia Therapeutics (NASDAQ: NTLA).

The analyst comments "The data presented for NTLA-2002/lonvo-z in HAE at the American Academy of Allergy, Asthma & Immunology Annual Meeting (AAAAI) continue to support the efficacy of lonvo-z and importantly the unmet need for HAE patients, making lonvoz a desirable option for these patients, if FDA-approved. These data and market research presented at AAAAI follow positive phase I/II data presented in November at the American College of Allergy, Asthma & Immunology (ACAAI) 2025 Annual Scientific Meeting that demonstrated deep, stable and durable reductions in kallikrein, with 97% being attack-free and LTP-free; and 75% being attack-free and LTP-free for at least 7 months and up to 32 months. Notably, of the 11 patients who originally received a 50 mg dose in phase II, 10 were attack- free and LTP-free. Saturday’s data release for NTLA-2002 follows a presentation at EAACI in June 2025 of the three-year data from the phase I portion of the ongoing phase I/II study of NTLA-2002, which continued to demonstrate that NTLA-2002 has the potential to be a one-time dosed-drug providing a functional-cure for HAE. The 3-year follow-up showed a 98% reduction in HAE attack rates, which is the same as the 2-year follow-up presented last year, with no change in safety. We believe NTLA-2002/lonvo-z could offer unprecedented and profound impactful to patients with this debilitating and life-threatening disease. NTLA-2002/lonvoz is Intellia’s second clinical program from its in vivo pipeline, and we continue to believe these early results support the ongoing investigation, and potential use, of NTLA-2002 to permanently prevent the debilitating attacks associated with HAE. With NTLA-2002 currently in a pivotal study, we anticipate Intellia will file in HAE in 2026 and result in a potential approval and launch in 2027. We estimate NTLA-2002, for the treatment of HAE, could achieve 20% US and less than 1% ex-US market penetration by 2030. We estimate that NTLA-2002/lonvo-z sales of $11.9 billion by 2030, making it a 68.5% contributor to Intellia Therapeutics 2030 sales."

For an analyst ratings summary and ratings history on Intellia Therapeutics click here. For more ratings news on Intellia Therapeutics click here.

Shares of Intellia Therapeutics closed at $15.44 yesterday.

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