Editas Medicine Inc (EDIT)

[lgonber]

COMPARING GENE EDITING COMPANIES
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.