In February we had the Editas (EDIT) IPO which doubled promptly in the market. The entire biotechnology world is enamored with the potential of these core gene-editing technologies.

One of the companies mentioned in our note: A CRISPR view of Editas was Intellia so their offering has been much anticipated.

Here's our brief note on NTLA:
Bullets and Tickers

  • Another play on the CRISPR/CaS9 gene-editing technology.
  • Two major collaborations – one with Novartis and the other with Regeneron. Circa $500M in potential milestone payments and circa 10% royalties.