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 Gene Investing w/Anthony 🧬 [@GeneInvesting](/creator/twitter/GeneInvesting) on x 13.7K followers
Created: 2025-07-23 13:13:28 UTC
Flashback to X weeks ago when the $NTLA haters were out in full force…
Had people saying the company should shut down 😱
Yet stock has doubled since then.
If you listened to these people you would’ve missed out on 100%+ in X weeks.
All because of a transient liver elevation that was less severe than my mono kissing disease (I suffered liver damage/jaundice and this patient did not).
Main part I wanted to add…
Comparing CRISPR Cas9 to AAV based gene therapies isn’t smart.
AAV-based Gene Therapies (e.g., Roctavian, Zolgensma, Hemgenix):
• Use viral vectors that persist in the nucleus.
• Even though they don’t integrate (usually), they remain episomal and continue expressing the transgene for years.
• This continuous foreign protein expression can trigger ongoing immune surveillance and liver inflammation.
CRISPR-Cas9 (e.g., Intellia’s NTLA-2001/2002):
• Cas9 protein is short-lived — estimated half-life in cells is about 12–24 hours. gRNA degrades rapidly as well.
By XX hours, most cells no longer express Cas9 or gRNA, and editing activity essentially stops.
• Intellia’s LNPs are transient — they deliver their cargo (Cas9 mRNA + gRNA) within hours, and the nanoparticles themselves are cleared from the liver within 1–2 days. The mRNA is translated for less than XX hours, and LNP components are undetectable in plasma within 48–72 hours.
IN SUMMARY: there is simply no reason to believe that Intellia’s LNP, Cas9, or any component of their therapies should cause non-transient liver elevations. I think one could look at the Grade X as a positive. When even that level of elevation required no medical intervention, was transient, and didn’t trigger Hy’s law, I think it gives extra confidence that future elevations will behave similarly.
XXXXX engagements
**Related Topics**
[transient](/topic/transient)
[investment](/topic/investment)
[$ntla](/topic/$ntla)
[Post Link](https://x.com/GeneInvesting/status/1948008562719883733)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Gene Investing w/Anthony 🧬 @GeneInvesting on x 13.7K followers
Created: 2025-07-23 13:13:28 UTC
Flashback to X weeks ago when the $NTLA haters were out in full force…
Had people saying the company should shut down 😱
Yet stock has doubled since then.
If you listened to these people you would’ve missed out on 100%+ in X weeks.
All because of a transient liver elevation that was less severe than my mono kissing disease (I suffered liver damage/jaundice and this patient did not).
Main part I wanted to add…
Comparing CRISPR Cas9 to AAV based gene therapies isn’t smart.
AAV-based Gene Therapies (e.g., Roctavian, Zolgensma, Hemgenix):
• Use viral vectors that persist in the nucleus. • Even though they don’t integrate (usually), they remain episomal and continue expressing the transgene for years. • This continuous foreign protein expression can trigger ongoing immune surveillance and liver inflammation.
CRISPR-Cas9 (e.g., Intellia’s NTLA-2001/2002):
• Cas9 protein is short-lived — estimated half-life in cells is about 12–24 hours. gRNA degrades rapidly as well.
By XX hours, most cells no longer express Cas9 or gRNA, and editing activity essentially stops. • Intellia’s LNPs are transient — they deliver their cargo (Cas9 mRNA + gRNA) within hours, and the nanoparticles themselves are cleared from the liver within 1–2 days. The mRNA is translated for less than XX hours, and LNP components are undetectable in plasma within 48–72 hours.
IN SUMMARY: there is simply no reason to believe that Intellia’s LNP, Cas9, or any component of their therapies should cause non-transient liver elevations. I think one could look at the Grade X as a positive. When even that level of elevation required no medical intervention, was transient, and didn’t trigger Hy’s law, I think it gives extra confidence that future elevations will behave similarly.
XXXXX engagements
Related Topics transient investment $ntla