NTLA

Intellia Therapeutics, Inc.

stock all instruments
+0.0
net board stance what this means
12.7
-0.3% · close 2026-09-08
+6% / -1% / +7%
1m / 3m / 12m
-145%
vs SPY since 2023-09-22
23%
of 52w range · -54.6% off high
1/2
hit rate as primary · α -8

Where we stand — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. Replayed from score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Chamath
Chamath w=0.90 tech
4 ideas (0 live) · last heard E216
+2
pushes up
Friedberg
Friedberg w=1.08 tech
3 ideas (0 live) · last heard E216
+2
pushes up
PA
Patrick Collison guest ×0.5
1 idea (0 live) · last heard E216
+2
pushes up
Sacks
Sacks w=0.77 tech
1 idea (0 live) · last heard E60
+1
pushes up
Jason
Jason w=1.05 tech
1 idea (0 live) · last heard E177
+1
pushes up

Track record on NTLA

As a PRIMARY play the besties are 1 hit / 0 partial / 1 miss over 2 closed windows — credit 0.5, average α -8.3. Adjacent plays are listed but never scored.

ideacallplayverdictRαclosed
🤖 In-vivo CRISPR proof point starts programmable biology ▲ LONG primary MISS -54.4% -49.6 2022-07-30
🤖 AI-designed open-source gene editors break the CRISPR patent toll ▲ LONG adjacent MISS -9.5% -21.7 2025-05-03
🤖 CRISPR patent chaos gets routed around by open source ▼ SHORT primary HIT +31.0% +33.0 2023-03-05
📈 Base-edited T-cells cure incurable blood cancer - gene editing inflects ▲ LONG adjacent MISS -22.6% -48.7 2023-12-24

The tape — what was actually said

every capture on any idea holding NTLA, newest first · quotes verbatim, timestamps deep-link into the episode

Chamath Chamath oppose ×1 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E216 · 2025-02-21 ▶ 1:18:04
The biological models are different in that I think it's a much smaller population of people that will use it. I think they do have to figure out how to take these models and complement the existing pipeline they have. The pipeline they have right now I think is pretty brittle.
Friedberg Friedberg support ×2 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E216 · 2025-02-21 ▶ 1:11:55
we talk a lot about the idea that you can use a computer, state the phenotype or the physical characteristics you want in a biological organism and have the software resolve the whole genome, all the DNA needed to make that physical organism real.
PA Patrick Collison support ×2 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E216 · 2025-02-21 ▶ 1:07:23
I don't know if you analogize Evo 2 to, I don't know whether it's GPD 2 or 3 or something, but I think we're going to see a similar Cambrian explosion of applications over the next couple of years.
Jason Jason support ×1 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E177 · 2024-05-03 ▶ 1:07:59
And so it's fascinating to me taking nature and trying to patent nature.
Friedberg Friedberg support ×3 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E177 · 2024-05-03 ▶ 1:08:25
There's a simple truth to all this, which is every single life sciences lab on Earth is using this technology today. It has absolutely revolutionized life sciences. It has changed everything. It has reset the trajectory of human health, of agriculture, and of industrial biotechnology.
Chamath Chamath support ×3 ▲ on 📈 Base-edited T-cells cure incurable blood cancer - gene editing inflects E109 · 2022-12-24 ▶ 52:44
Because if you can actually now do base editing and eradicate, at least in this case, a blood-based cancer, and eventually we'll be able to bring that and use that towards solid-state tumor cancers, it's a huge breakthrough in just human longevity and human quality of life.
Chamath Chamath support ×2 ▼ on 🤖 CRISPR patent chaos gets routed around by open source E71 · 2022-03-05 ▶ 1:25:59
if you are a company that wants to build a CRISPR-CAS9 gene editing thing, look, there's a lot of situations where a single point edit or a broad edit can have a meaningful change in your health. So these are businesses that should exist. You didn't know what to do because if you license the IP from the wrong person, you get sued. And many companies now are trying to license both sets of patents.
Friedberg Friedberg support ×2 ▼ on 🤖 CRISPR patent chaos gets routed around by open source E71 · 2022-03-05 ▶ 1:27:55
it turns out that if this ruling is to be believed, they actually have a license to a technology that they may not actually have a license to. ... many more companies, many more businesses are embracing that open-source alternative. I don't think that we see this turning out to be any different than what we saw with the proliferation of Linux in computer software
Friedberg Friedberg support ×2 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E71 · 2022-03-05 ▶ 1:23:38
I think that over the long run, we can get the cost of cell therapies below 5,000 bucks. ... And this is kind of the beginning of what will likely be a multi-decade kind of new therapeutic modality that's, you know, accelerating.
Friedberg Friedberg support ×3 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E68 · 2022-02-19 ▶ 1:12:56
And there are a lot of therapies that are underway right now to actually use gene editing to induce that mutation in people's blood cells and in their bone marrow without needing to give them a whole transplant. ... there are hundreds of cell-based therapies coming to market over the next few years, they're all in late stage clinical trials as well as gene editing.
Friedberg Friedberg support ×1 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E63 · 2022-01-15 ▶ 1:16:18
Now that we have gene editing and potentially have the ability to grow biological matter in bioreactors, it's going to be tremendous.
Sacks Sacks support ×1 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E60 · 2021-12-23 ▶ 1:17:36
Well, you know, I originally had the CRISPR gene in anything, but Chamath already mentioned that.
Chamath Chamath support ×2 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E60 · 2021-12-23 ▶ 40:43
My best science breakthrough is that this year, we actually were able to inject in vivo, so in the body genetic code for CRISPR. ... That's pretty incredible stuff that you can make something, put it into your body, and then your body does the work of editing out the bad genes.
Friedberg Friedberg support ×3 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E59 · 2021-12-17 ▶ 1:09:02
And now the floodgates are open. And this is incredible because the frontiers in RNA over the next decade could change the course of how we treat disease and change the course of outcomes for many diseases, from genetic diseases all the way through to cancers. ... we've now got, I think, a validation in the market and acceptance from consumers that this technology could transform the industry in the same way that Genentech transformed the pharma industry with biologic drugs in the 80s and 90s.
Sacks Sacks support ×2 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E42 · 2021-07-30 ▶ 45:21
I mean, I think what it shows is that these COVID vaccines are just the first product, the first breakthrough product of this mRNA technology. There's going to be a lot more.
Chamath Chamath support ×3 ▲ on 🤖 In-vivo CRISPR proof point starts programmable biology E42 · 2021-07-30 ▶ 42:30
So I think what we're saying is that we're seeing this platformization, this AWSification of a biological toolchain with things like CRISPR and all of the other modalities that need to stack on top of it so that the next person can view it as a programming problem. ... But this was an enormously important breakthrough because it validated a lot of what CRISPR was beyond a lot of theoretical innovation that up until now was basically what it was known for.