Friday, April 15, 2016 6:55:50 AM
I am currently analyzing gene editing companies for possible investment. After successful Editas (EDIT) IPO, we have discussed the current share price does not justify the preclinical pipeline.
Nevertheless those investors who bought shares at IPO at $16, made a good deal as the stock was at $46 only one month after. (today share price is $38)
Bearing this in mind, there are two other interesting companies in the field, also disputing their IP; that plan to go public in the future: INTELLIA and CRISPR.
INTELLIA plans its IPO around June. As we mentioned here, they just closed the deal for $75 with REGN for several targets in liver and they have a program in orphan drug TTP (preclinical), where ALNY already has a PhIII program on same indication.
Intellia says the key for gene editing to succeed is the delivery, and they claim to have the technology to do that, with vivo Lipid Nanoparticle (LNP) delivery technology.
Investors in Intellia are Novartis, Atlas Venture (17%) and Caribou
The question is if Intellia would be able to replicate the successful IPO EDIT performed, as in that case it would make sense an investment in Intellia at IPO.
All comments are welcome, thank you.
Recent EDIT News
- Form 8-K - Current report • Edgar (US Regulatory) • 06/14/2024 10:04:37 AM
- Editas Medicine Reports New Safety and Efficacy Data from the RUBY Trial of Reni-cel in 18 Patients with Sickle Cell Disease, Presented at the European Hematology Association (EHA) Annual Congress • GlobeNewswire Inc. • 06/14/2024 07:01:00 AM
- Editas Medicine Announces New Safety and Efficacy Data from the EdiTHAL Trial of Reni-cel in 7 Patients with Transfusion-dependent Beta Thalassemia, Presented at the European Hematology Association (EHA) Annual Congress • GlobeNewswire Inc. • 06/14/2024 07:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/06/2024 08:17:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/06/2024 08:16:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/03/2024 09:15:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/03/2024 09:13:53 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/03/2024 08:30:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/03/2024 08:27:28 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/03/2024 08:25:34 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/31/2024 08:21:37 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/31/2024 08:20:45 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/31/2024 08:18:30 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/22/2024 08:30:13 PM
- Editas Medicine Preclinical Data Highlights Advancement of in vivo Gene Editing Medicine Technologies at the American Society of Gene and Cell Therapy Annual Meeting • GlobeNewswire Inc. • 05/10/2024 10:00:00 AM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/08/2024 08:21:43 PM
- U.S. Futures Slightly Dip Amid Corporate Earnings and Quiet Economic Calendar, Oil Prices Fall • IH Market News • 05/08/2024 12:29:17 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/08/2024 11:08:48 AM
- Editas Medicine Announces First Quarter 2024 Results and Business Updates • GlobeNewswire Inc. • 05/08/2024 11:00:00 AM
- Editas Medicine Announces First Quarter 2024 Results Conference Call and Upcoming Investor Events • GlobeNewswire Inc. • 05/02/2024 11:00:00 AM
- Editas Medicine and Bristol Myers Squibb Extend Alpha-Beta T Cell Collaboration • GlobeNewswire Inc. • 05/01/2024 12:00:00 PM
- Editas Medicine to Present Pre-clinical Data Demonstrating Progression of in vivo Medicines Pipeline at the American Society of Gene and Cell Therapy Annual Meeting • GlobeNewswire Inc. • 04/22/2024 08:31:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 01:06:54 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 01:03:36 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 01:00:16 AM
FEATURED Freedom Holdings Corporate Update; Announces Management Has Signed Letter of Intent • Jul 3, 2024 9:00 AM
EWRC's 21 Moves Gaming Studios Moves to SONY Pictures Studios and Green Lights Development of a Third Upcoming Game • EWRC • Jul 2, 2024 8:00 AM
BNCM and DELEX Healthcare Group Announce Strategic Merger to Drive Expansion and Growth • BNCM • Jul 2, 2024 7:19 AM
NUBURU Announces Upcoming TV Interview Featuring CEO Brian Knaley on Fox Business, Bloomberg TV, and Newsmax TV as Sponsored Programming • BURU • Jul 1, 2024 1:57 PM
Mass Megawatts Announces $220,500 Debt Cancellation Agreement to Improve Financing and Sales of a New Product to be Announced on July 11 • MMMW • Jun 28, 2024 7:30 AM
VAYK Exited Caribbean Investments for $320,000 Profit • VAYK • Jun 27, 2024 9:00 AM