NTLA
Market read
No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Invalidation: The isolated read changes if NTLA's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“During 2025, we expect our expenses to decrease compared to prior periods as a result of our strategic reorganization in January 2025, as we focus resources on high value programs within our pipeline, such as lonvo-z and nex-z, to ensure efficient execution,…”10-Q · Nov 6, 2025 ↗
“pies and of physicians to prescribe these therapies; • relative convenience and ease of administration, including as compared to alternative treatments and competitive therapies; • any restrictions on the use of our product candidates together with other medi…”10-K · Feb 26, 2026 ↗
“an increase in spend on drug components and contracted services; • a $1.8 million decrease in external costs related to the development of NTLA-3001 as we continue to wind down the program as part of our strategic restructuring in 2025; • a $7.7 million decre…”10-Q · Nov 6, 2025 ↗
Valuation discipline
Price/sales 18.8× · EV/sales 16.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for NTLA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for NTLA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Nex-z is the subject of a co-development and co-promotion (“Co/Co”) agreement (the “ATTR Co/Co”) with Regeneron Pharmaceuticals, Inc.”
“Risks Related to Our Reliance on Third Parties Risks Related to Our Reliance on Collaboration Partners Our technological advancements and any potential for revenue may be derived in part from our collaborations, including, for example, with Regeneron Pharmace…”
Depended on by
“Intellia We and Intellia Therapeutics, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
NTLA is currently a Early Follower in the organic co-movement group Biotech and Energy. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for NTLA; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.