Biotech Values

[lgonber]

I posted here when NTLA went for IPO, that I was interested in the company as a long term investment but I never bought because of the patent dispute AND the high valuation for such an early stage company. Price has come down below IPO and well below highest price of $30. but for such a risky investment I would consider to buy only below $10.
What are your thoughts on NTLA? Would be the best pick among the CRISPR universe? Do you have good opinion on Doudna? I like the CEO and also the VCs behind the investment are trustable and I guess they did a good DD in terms of IP before backing the company.