May. 13 at 4:35 AM
$NTLA BofA highlights:
• Differentiated profile: One-time 4-hour infusion offers potential for durable attack-free + chronic therapy-free status — strong value vs. ongoing
$650K–
$750K+ annual costs of current LTPs.
• Strong payer interest with short payback period.
• Patient demand: High unmet need; ~70% of Phase III patients were on existing LTPs (many switching from lanadelumab).
• Longer-term data: Phase I/II patients now out to ~3 years (4+ years later this year); high attack-free rates once patients know they received therapy.
• Efficacy potential: Deep, rapid, consistent TTR knockdown (much lower levels than siRNAs) with signs of halting/reversing progression in Phase I/II.
• Intellia’s preferred strategy for ex-U.S. markets is partnership.
• Actively looking for ideal partner(s) — large or mid-sized pharma with existing infrastructure — now that they have strong Phase III HAE data.
• May also use specialized cell/gene therapy distributors (or a combination).
