Intellia Therapeutics Inc（NTLA）今日盘中股价大跌5.06%，引起了市场的关注。
消息面上，该公司今日早间公布了其实验性基因编辑疗法Lonvoguran Ziclumeran（Lonvo-Z）针对遗传性血管水肿的3期临床试验积极结果。数据显示，该疗法在六个月内将肿胀发作次数减少了87%，并帮助62%的患者在此期间无需定期预防性治疗即可保持无发作状态。尽管数据积极，但分析师指出，鉴于Lonvo-Z是一次性高成本疗法，市场对其要求很高，股市反应平淡反映了市场预期失准。受此影响，该股在盘前交易中一度飙升后回吐了大部分涨幅，并在盘中转为下跌。
该公司表示，该疗法通过单次静脉输注给药，旨在失活参与合成激肽原酶的基因。试验中观察到的副作用均为轻度或中度，未出现严重不良事件。Intellia预计将于2026年下半年完成该疗法的美国监管申报，若获批准，可能于2027年上半年在美国上市。
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