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Intellia Therapeutics, Inc. (NTLA): A Bear Case Theory 

We came across a bearish thesis on Intellia Therapeutics, Inc. on X.com by A_May_MD. In this article, we will summarize the bulls’ thesis on NTLA. Intellia Therapeutics, Inc.'s share was trading at $8.10 as of December 2nd.

Intellia Therapeutics (NTLA) faces a severe credibility and valuation crisis following major safety concerns in both its lead gene-editing programs for hereditary angioedema (HAE) and transthyretin amyloidosis (ATTR). The company reported over $261 million in operating expenses in the first half of 2025, implying a current cash balance of roughly $500...