Reddit Posts
ARKK's Misfits - A Bet on the Comeback Kings:
CRSPR, Intellia, Beam, Pacific Biosciences, Illumnia, Editas, Invitae... Will any of these companies be huge in the future?
🚀 $37k YOLO DD on Nutella (NTLA) - The Sweetest Play in the Market 🚀
$CRSP CRISPR Therapeutics pending EMA and FDA Aprovel
Hot Stocks: OKTA, KR rise on earnings news; PLUG drops; NTLA climbs as FDA clears trial
Bought NTLA options with 0 volume only one who has shares at strike price 40
What are your thoughts on ARKG ETF now as a long-term play?
What are the worst / most overvalued stocks on the market?
Searing Criticism on ARK's Genomic Bets in FT. What do you think?
CRISPR DD that's not only lazy, but also manages to stack a few levels of uncertainly, meaning only a fool would give this any credence...
Big Pharma destroying small cap Biotech SGMO
Where’s the volume for gene editing stocks (CRSP, EDIT, NTLA, BEAM, etc.)?
DD on DTIL (gene editing company) I am hoping people can critique
Analysis: Stock Trading by U.S. Senators and Representatives
Analysis: Stock Trading by U.S. Senators and Representatives
$BLUE is going to make me green
CRISPR Short Squeeze Coming in Sep
I built a program that tracks mentions and sentiment of stocks across Reddit and Twitter! This week's most discussed and top growing stocks!
$EDIT - up 25% today since my last post yesterday, still a lot of room to run
Listen up degens, EDIT isn't just a soaring stock - it will help humanity
$DTIL fraction of $NTLA and $VERV but same capabilities
Listen up degens, EDIT isn't just a soaring stock - it will help humanity
$ORTX - Massively undervalued GENE therapy co.
$ORTX - Massively undervalued GENE therapy co.
Looking for advice on understanding exit strategies in regards to biotech companies
Intellia Therapeutics to the moon 🌙. $NTLA
Intellia Therapeutics, Inc. (NASDAQ:NTLA), has commenced an underwritten public offering of $400 million of shares of its common
First in-vivo gene editing therapy announces positive results
have you guys heard of intellia therapeutics? (NTLA) gene editing
$NTLA Intellia Therapeutics (CRISPR technology). Might close out or roll the short position. Let's see if it pops Monday. Advice?
$NTLA and $REGN announce that they have successfully corrected a hereditary disease with an infusion of CRISPR
$NTLA and $REGN announce that they have successfully corrected a hereditary disease with an infusion of CRISPR
NTLA, CRSP, EDIT, BEAM, VERV, ARKG likely to fly on Monday
NTLA, BEAM, CRSP, VERV, EDIT, and ARKG likely to fly on Monday
Let’s get a round of applause for all the people who DON’T buy!
Twist Bioscience (TWST) - great biotech play and also working with Microsoft on the future of data storage. Let me know what you think!
$EDIT - your chance to get the breading on your tendies a bit crispr.
$NTLA - poised for growth at a CRISP pace
Mentions
I like biotech stocks or ETFs. One of the last high growth areas that hasn’t recovered. Names like NTLA VKTX GPCR still have lots of room to grow and AI is going to make everything cheaper and more efficient for doing research.
Check out the float on NTLA
All of them follow the same trend - EDIT, CRBU, NTLA, PACB The "smaller" CRISPR stocks hit higher percentage gains but take bigger beatings, too. The ones I'd be interested in optioning would be EDIT and CRBU. But I'd rather buy the shares outright TBH
Some biotech plays I'm watching: NTLA - functional cure for genetic liver diseases, Regeneron-partnered, already starting to move up. Cashed up for another 2 years, and will benefit the most from the coming Fed cuts to reduce future funding costs even further. CELC - a P3 breast cancer readout is coming next month. Success means this will become the standard of care within 6-12 months. MSCLF - attempting to cure Duchenne by restoring muscle stem cell division in patients. Cashed up until end of 2026, with a major P2 readout in Jan'26. They completely healed 2 Duchenne dogs and is dosing the first kids in the USA soon. 3 month trial length for interim.
Add $NTLA to your portfolio and hold on to it, definitely through this year, but equally important through end of 2027 or 2028 or at least until they get acquired if it happens before then.
$NTLA......BIG time!!!! Biotech company specializing in gene editing therapies, therapies in their pipeline are in phase 3 with very positive results, additional therapies on hold as they focus on phase 3 pushing to commercializing, have solid partners such as Regeneron and Novartis on some of therapies in pipeline. By solid partners I mean they have invested in NTLA with Regeneron pouring millions at various stages, and Novartis with similar approach. An acquisition is definitely a potential which will be great and skyrocketing share price overnight, but NTLA has enough legs to go beyond that potential and into quite a few multiples if they go all the way on their own. Intellia Therapeutics (NTLA) is a market leader in in-vivo (Eli Lilly just acquired VERV recently, who is actually not as advanced as $NTLA in in-vivo), and NTLA also does ex-vivo. Current cash on hand enough to take them to commercializing gene editing therapies. Valuation is ridiculous low at close to cash on hand, thus market potential is not priced in as of yet, this is absolutely critical to get in RIGHT NOW!!!
$NTLA is about to skyrocket, and will continue in upward trajectory for months to come between now and 2026. The only thing that could stop its rise, is if Big Pharma acquires them before they go to commercialization phase, which is actually still great news because price with skyrocket overnight; but if no acquisition takes place then $NTLA will go up tremendously. Depending how much you have in it, potentially generational wealth building. This is the time to buy and hold, right NOW with prices in the \~$12.x/share. $NTLA will be in the $30-60 in next few months, and way more as we go into 2026
NTLA keeps moving up over the last couple weeks
Check a couple of my biotech gains today and ask yourself why are you feeding MM theta HUMA CLDI ICU NTLA PSTV XAIR IBIO PCSA TOVX That’s just a taste my port is full of ticking time bombs it only takes one to pull a DRUG it’s like playing the lottery with better odds that involves some kind of skill
Anyone else is into NTLA? I loaded
NTLA fixin’ to blast off
Why the fuck did NTLA decide to jump 8% as soon as I put my limit buy order
What are your guys thoughts about NTLA
Not EDIT specific, but I also believe we will see a rotation into gene editing tickers soon. CRSP, NTLA, EDIT, PRME all good spec buys rn.
“CRISPR is the **Ctrl+X, Ctrl+V** for your genes. Cut out disease, paste in tendies. Long $CRSP $NTLA $BEAM. Biotech Jesus has entered the chat.” 🧬💥🚀
Not just $CRSP. Also $EDIT, $BEAM, and $NTLA. All of them are working on *in vivo* editing - the moment these companies figure out the protein vehicles for *in vivo*, we'll start watching them work on *in vitro*. Then all bets are off.
I think you should continue to buy more $NTLA and hold through as they go into commercialization phase in next 2 years. You will be looking at your investment on $NTLA grow 5x to 10x
Thanks. I think the gene-editing space is quite exciting, and part of the challenge we have as investors is to understand how revenue and profit from a one single (or few) therapy(ies) might compare to typical pharma approach to treat disease (or its symptoms) with ongoing drugs. While I like the entire gene-editing space, I have greater focus on NTLA than CRSPR due to (a) CRSPR being a bit ahead of NTLA where they are already commercializing gene-editing therapy thus some of that being already priced-in into their stock price to some extent, (b) NTLA being a bit ahead on in-vivo even while NTLA is still on clinical trail stage which in my opinion this is not priced-in into their stock price yet, (c) NTLA stock is just being hounded by short interest with some pressure to keep price down, and the big shot in my opinion being (d) the potential asymmetry between NTLA and CRSP of upside potential where NTLA could be 5x, 10x, or even =>15x (I hope) while higher risk (and reward) than CRSP, CRSP remains a solid stock in the space who are also pursuing in-vivo but a bit behind than NTLA on that space. While both have tremendous potential, I am betting on NTLA not-yet-priced-in potential for a moonshot price growth (ie. 15x or more if possible, or 10x at least), compared to CRSP 3x or so upside potential for the next 2-5 years. As you alluded, we are merely exchanging opinions, thus hopefully get half of the opinion (or half of the hope) right. I would also add, that I think CRSP is a more solid bet since they are on commercial stage even if still working their way into profit levels, where NTLA is a higher risk since they are just a clinical trial stage company but with a higher reward once they break through approvals and into commercializing territory. In my portfolio I have a few stocks shooting for the moon, NTLA is one of them. Long term, I think both NTLA and CRSP will do very well. I would have money on both, but it just so happens my strategy is focusing on NTLA on the gene editing space just based on shooting for the moon. I have a good size position on NTLA thus taking a huge risk, but the reward could be huge. For those with the stomach and patience, NTLA might be worth the wait. CRSP is a safer bet no matter what, but with a smaller reward in my opinion.
Furthermore, I would add more to the NTLA position on dips, which with current short interest volume there will be plenty dips throughout 2025. The appeal of such stock is to get in early, and current price levels is a steal. Valuation close to cash on hand (what a bargain), have solid partnerships already to go to market (Regeneron, etc), have therapies on pipeline that they are planning to go to market on their own thus huge margins ahead on those, big money has been buying large positions on every dip (ie. ARK, etc). To buy on the dips with current short interest volumes requires a bit of tolerance for volatility, and a focus on longer time horizon. Upside potential is tremendous as we go into 2026 and 2027, thus not a stock that you would want to chase on the way up and miss the upside, and is best to get in early.
The lawsuit you are alluding to is probably about their NTLA-3001 therapy they had on the pipeline, which they had provided timeline projections but then shortly after a quarterly call they announced putting NTLA-3001 on the shelf and focus on other therapies in the pipeline for various reasons including diligent focus on other selected therapies and tighten the belt on costs. Which shows strong fiscal discipline. The securities lawsuit is not something to be terrible concerned about because (a) no wrongdoing has been proven, (b) there is no "class" certification as of yet for the lawsuit, (c) biotech companies have insurance with D&O policy specifically for these type of scenarios which NTLA does, and (d) this would not affect at all NTLA pipeline. I would keep NTLA all the way through 2027 to capitalize on the explosive stock price growth as they go into market. It could be a 5x to 10x upside by then (potentially more).
I’m invested in NTLA and EOSE, haven’t checked the market yet think I’m green?
Nice ! It was $NTLA and $CABA down 53% and 80% over a year respectively.
It was $NTLA and $CABA. Save you a click.
"FDA wants speed. Intellia’s got science. If the red tape dies, $NTLA flies
If you're already considering the potential of $NTLA at this point, you'd be better off gambling on $SLS. If FDA truly intended to help patients with rare diseases, they would have granted emergency approval immediately. However, there are no signs of that, and the situation remains unclear. The FDA, like Emperor Trump, is all talk and no action. They won't do anything.
"FDA wants speed. Intellia’s got science. If the red tape dies, $NTLA flies
"New FDA chief wants speed. Intellia has cures. If policy meets science — $NTLA could be the biotech moonshot of the decade
Figured I'd come back 5 months later and post that I'm down 50% in NTLA. You son of a bitch!
So THAT's what NTLA has been doing for 2 years. Inversing the market! Got it.
I don’t think there’s any upcoming strain on the sector as a whole, other than the same market conditions & volatility faced by most public companies. People are forgetting that research grants primarily impact new companies. Assuming it’s even true that decreased government funding for the biotech industry will have a substantial negative impact, this would logically almost *help* companies like NTLA & CRSPR who will face less competition when no funding is provided to help new competitors.
Keeping NTLA, EDIT and CRSP. They will rebound
Perhaps, though I’m not really worried about the immediate future (and know that’s a luxury). I don’t mind if the stock struggles for 10 or so years - I actually counted on the fact that the biotech stocks wouldn’t be good “immediate gratification” stocks (they rarely pay dividends). The market as a whole is obviously always a consideration, but my primary contemplation is whether this particular company is likely to become profitable at some point in the future. All public companies tend to face endless lawsuits, but for some reason this lawsuit against NTLA is getting more publicity than the 100+ filed against Microsoft or Apple monthly…so I’m wondering if there’s something I’m missing. Hard to tell…I might have to see if I can access the actual filings from NY.
Wow. That's actually embarrassing. Most of them kind of hung around where they were initially, and several of them went extremely the opposite direction of the target. NTLA and SHLS completely chunked.
everyone has been saying gene therapy is going to be the next biggest thing since like 10 years ago yet there's been no meaningful monetary results stemming from the innovation. just look at EDIT, BLUE, NTLA etc it's a dog
CRSP has a single approved product that absolutely can't scale for sickle cell and has been poorly subscribed. They also have a fast follower that can scale (enough for the rare disease space). Casgevy is not selling to expectations, but anyone who understands the Sickle Cell space should have known that Casgevy was a super limited technology with severe side effects. This was always going to be a drug that dozens to hundreds of people would get, not thousands. The point was to get something to market as quickly as possible and start to tackle the regulatory and manufacturing challenges ahead of their more accessible followers with 1000x better side effects. BEAM and NTLA have zero drugs approved by the FDA or by anyone else and any revenue you see is just incidental tiny bits here and there from IP licensing, milestone payments from collaborators, reselling assets and equipment that they no longer need. The way you're valuing them doesn't work when the future products that justify their valuation literally can't be sold until they get through cliincal trials.
CRSP ebit margin: -1250% NTLA ebit margin: -1248% BEAM ebit margins: -52% future looks grim
Sure, it won't hurt. The law firm is going to make a pile of money off this if it works (and it almost surely will, it's uncommon for the majority of these to ever hit courts), and that tends to become easier for them the more people they can recruit. They want people getting in touch and asking how best to help them sue haha. Here's two options: https://www.rgrdlaw.com/cases-intellia-therapeutics-inc-class-action-lawsuit-ntla.html https://bgandg.com/NTLA/ Fill out both forms, see who gets you back to you, ask em both whatever you want. Id go with Robbins, personally. Ignore what I said about lawyer hopping and meaningless credentials, that's a *big* name. The other guys probably have a lower fee, but the nature of class actions makes that not super relevant and also non-negotiable. Robbins also has direct contact info on their page, though id just fill out the form and wait for the next steps. Which are usually just "wait". That's literally it. In anywhere from 6 months to a few years, you'll probably end up making your money back. Maybe you'll see a profit. Maybe you'll get $300. But it will cost you literally zero work and you'll almost surely get something, because things don't tend to proceed to this point unless there's a good chance whoever is being sued has actually done something wrong. Class actions are great. In reading the lawsuit, I would stay away from the actual stock. But it seems like most of wallstreet would disagree with me, and I'm way worse at investing than buying questionable products and filling out forms.
Why are you holding gene editing trash like NTLA? Get out of it. Quick biotech lesson - gene therapy or editing are only commercially viable for diseases that are terrible (like a death sentence, particularly for children) and do not have viable alternative therapies that are pretty efficacious already that are generally safe. The two main indications- HAE (busting out in hives…multiple drugs that generally work or will work) and ATTR (lower mortality but PFE/ BBIO/ALNY all have drugs that you would take instead) are not commercially appealing, hence why the stock keeps bleeding down.
JMIA and BABA were, but bailed on JMIA long ago and BABA more recently. were each tiny pieces of portfolio. PYPL was the biggest hit in recent years, but that was losing unrealized gains so it went from big winner to tiny gain for a long hold. CRSP and NTLA are big % losers where had a non-tiny amount of money. Probs hanging on for sunk cost fallacy. Like i've said for past 20yrs when reflecting on investing decisions, wish I would have just put in bigtech and index and sit on it. Stretch to buy big dips.
People have been saying that since 2018, when I first bought it. The tech is very promising, but they really haven't lived up to the hype, IMO. That said I did buy 200 shares of NTLA recently. I might buy BEAM again too.
this explains why my NTLA was up 10% today, so I'm only down 60% on it now. one day. one day.
I dont know about dumbest but worst is the genetic editing sector, I’m down like 50-66% and that’s with DCAing the whole way down. I no longer invest in them but I bought NTLA at $100 now’s it’s at $10 and my average cost is $30 so it’s been rough. I decided I’m just let it sit there for like 5 years. I know I a full on bag holder but oh well
whats your thoughts on Intellia Therapeutics Inc NASDAQ: NTLA
If you're interested in finding the next best thing you have to look at companies that are potentially disruptive to their industry. Similar to Kathy Woods strategy with ARK. Her approach is inherently high risk, but thats the trade off for the type of gains you're looking for. My fav disruptive company at the moment is NTLA. Not investment advice, just personal opinion.
I think there is going to be a breakthrough in CRISPR related biotech next year. So mine would be CRSP, NTLA and EDIT.
NTLA is down 91% from its all time high and down 50% in the past year. CABA is down 84% on the year. Small pharma like NLTA and micros like CABA are home runs or absolute soul crushers and from personal experience I can tell you the multi baggers don't feel as good as the soul crushers feel bad.
Can finally sell NTLA for a profit
Its $NTLA and $CABA. Save you a click.
Loaded to the tits: $NTLA & $MPWR LFG!!
I bought shares on NTLA to be safe but it turns out that was a fucking horrible idea as this looks like its heading sub $10.. just wow.. I'm actually impressed as I'm not sure this could've gone worse
I'm hopping back on NTLA. Surely to cheap!
Weird price action on NTLA today — do you know/understand why that would be?
That NTLA bastard was right! 
Any of you buy NTLA based on the post this week?
Good call. NTLA up in premarket with CRSP too
Data came out positive for NTLA today, genomics is not a short term play and will take some time to take off. People hating on Cathie Woods but she going for stocks longer term than most people realize (not a fan of cathie, but op is onto something)
Have calls for NTLA, thanks for the write up; results were very good so hopefully we get a big boost!
Still long, NTLA incredible results https://preview.redd.it/lmtjclo4ba1e1.jpeg?width=1170&format=pjpg&auto=webp&s=6820d1a885b6cb57c82ede1b63839edc60773408
Still holding, impressive results from NTLA https://preview.redd.it/94rljfn2aa1e1.jpeg?width=1170&format=pjpg&auto=webp&s=6ddd718ce1beefab3e4f8beb3cb51aa5e722e51b
I've never gotten an award before lmao -thank you! what're your thoughts on all in on NTLA?
January seems too early for a long term play like this. Are you expecting a large uptrend move based soley on the news Saturday with NTLA? Or a combination of these events
Alright you son of a bitch. I'm in but not all the way in. 50 shares NTLA and ARKG.
Intellia Therapeutics has reached the milestone of developing the first gene therapy in the cardiovascular field to reach phase 3 trials. The company announced the first patients have been dosed in its phase 3 MAGNITUDE trial in March 2024. MAGNITUDE is evaluating NTLA-2001, or as per its new name, nexiguran ziclumeran (nex-z), a gene editing therapy, as a potential disease-modifying therapy for transthyretin (ATTR) amyloidosis with cardiomyopathy (ATTR-CM). The therapy is also still being evaluated in a phase 1/2 trial, data from which are set to be presented at the American Heart Associations 2024 Scientific Sessions Meeting, to be held in Chicago, Illinois, on November 16-19.
My takeaway is you’ve got a good clue for a trail of strong opportunities for early next year. However it seems the biggest step and hurdle is whatever happens Saturday with NTLA which will serve as your initial canary in the coal mine. This seems like a significant risk reward scenario unlike your prior RKLB but I hope you’re right and I’ll follow along for a bit.
Buying cathie ETF is regarded however NTLA has $945 million in cash at a market cap of 1,65B it is in a range of a fair valuation for a biotech. Might get some shares.
I'm already down 50% on CRSP, NTLA, and ALLO, I guess there's nothing wrong with losing even more
I'm guessing risk allocation. I was thinking the same though. If we're expecting NTLA to post news this Saturday, why not just buy up shares in that and play each ticker before earnings/expected press releases?
All in on NTLA
I’m just gonna buy 100 shares of NTLA screw fees
#**TLDR** --- **Ticker:** ARKG **Direction:** Up **Prognosis:** Buy Jan Calls **Play:** Genomics/Biotech Cure Stocks **Catalysts:** Multiple upcoming data releases from companies in the ARKG ETF, starting this Saturday with NTLA. **Author's Confidence:** Claims 70% hit rate, but acknowledges this could be a dud. Believes "cure-based" healthcare sector is ripe for government funding and growth.
BEAM and NTLA have really good pipelines too. Much easier plan imo
NTLA - Thought CRISPR technology would change the world and this was a wait 5 years and rake in the cash play. Been in this dog for 4 years and down 60%. PYPL - Still bag-holding from the crash, averaged down a bit. Have confidence in a year or so I'll be green. RIOT - bought to high years ago, think I'll break even though.
CRISPR Therapeutics and Vertex Pharma. I have about three percent of my total portfolio in gene editing stocks (CRSP/VRTX/NTLA/CRBU). Very risky investments IMO, but I'm planning to hold them all for decades. In the case of CRSP/VRTX, my time horizon is forever.
Ho Lee Fook NTLA killed me today.
Thought I could quickly flip some NTLA shares today... I was wrong.
What the hell happened with NTLA? Is this what positive study results look like on a stock chart?
Short term gamble, buy as much VKTX as you can before first week of November. They have “earnings” this week but it’s a non event. Obesity Week Conference is first week of November and they are presenting a massive data set. Potentially will be best in class on obesity (and this is a buyout target). I’m setting my target at $130 to cash out but the TAM for obesity is so gargantuan that this company might literally become too expensive to acquire Otherwise, TGTX is slowly taking over the multiple sclerosis space. Buyout target $60. NTLA is rock bottom now. Gene editing stock. In a patent despite. But if they win this may go 5x. Higher risk play. I have others invested and on radar but thats a decent start.
I kept buying NTLA as it kept dropping. Might come out on top just fine!
calls on NTLA thank me later
NTLA calls thank me later
Are you bullish LT on NTLA?
NTLA got annihilated. Price targets be damned. My calls will be worthless soon after being up 100% at one point. The worst!!
So apparently if your call is up 100%, it might be a good idea to sell. Looking at you NTLA.
Pinterest? Draft Kings? NTLA? PATH already dumped, I dunno if anything can move that stock down in any meaningful way.
I dumped Chargepoint years ago at a loss. My EV dog from 2021 was NIO, same sold it at a loss. Personally, I'd hold on the CRSPR, my version is NTLA. The technology is world-changing and it's medical stock, so it could 5x on a whim. The technology and business is new, and not really profitable of making headlines anymore, but the potential is astounding.
I bought both CRSP and NTLA at prices below today. My only regret is not buying more NTLA. However, my MRNA is down about 50%! Oh well, I believe there is enough in the pipeline to bring it back. Or they'll come up with a vaccine for mpox.
Any of the in-vivo ones like NTLA and BEAM. Ex-vivo like CRSP is far too invasive, costs too much and can’t be scaled.