quark_n_jaguar
Oct 2, 2:17 PM
$NTLA Assuming AI fully commoditizes the genetic "scissors" (the enzymes), delivery technology becomes the ultimate bottleneck and holds nearly all the economic cards.
Intellia isn’t just an enzyme company; they are a recognized leader in in vivo LNP delivery. Their proprietary LNP platform successfully achieved a historic 93% reduction in disease-causing liver proteins in clinical trials. They are heavily insulated from the AI threat because their delivery tech is world-class and already proven in humans
[Written by specific prompts to Gemini]
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