Aug. 15 at 2:00 PM
$NTLA Would be interesting to have a proper up to date interview with John Leonard how he views the upside market opportunity of Intellia’s off the shelf in vivo editing as this approach provides possibilities and scale(!) never seen before.
$CRSP ‘s CEO has presented quite frequently high valuation targets for the company and where I personally like more Intellia’s “small hat big cattle” approach some purely investor focused forward looking views would be welcomed now that the first BLA is finally around the corner.
If you are too past oriented with communication the market cap lags always behind and even though I absolutely think that the patients should be in the center, the investors are the motor.
Maybe Cathy and
$ARKG could arrange something (FYI podcast)? And if there are some recent analysis or interviews regarding in vivo crispr market opportunity and prediction I would appreciate the heads up. Seems crazy how little this is discussed.
