Klaus Vedfelt Investment Overview Crispr Therapeutics AG (NASDAQ:CRSP), the Zug, Switzerland headquartered biotech that, in partnership with Boston based Pharma giant Vertex (VRTX), secured a first-ever approval for a CRISPR/Cas9 gene editing therapy, Casgevy, directed against Sickle Cell Disease (“SCD”) and transfusion dependent beta thalassemia (“TDT”), announced its Q2 earnings yesterday. No Casgevy Revenue Figures, Plenty of Positive Progress With Casgevy having been approved to treat SCD in Decembe ...

CRISPR Therapeutics (CRSP) incurred a loss of $1.49 per share in the second quarter of 2024, which was wider than the Zacks Consensus Estimate of a loss of $1.37. In the year-ago period, the company had incurred a loss of 98 cents per share.The company’s total revenues, though negligible, were entirely from grant revenues, which were $0.5 million in the second quarter. The reported figure significantly missed the Zacks Consensus Estimate of $8 million.In the year-ago quarter, the company generated collabora ...

公司概况 - 公司是一家领先的基因编辑公司，专注于开发CRISPR/Cas9疗法[74] - 公司已经获得了CASGEVY(exagamglogene autotemcel [exa-cel])的首次批准，这是世界上第一个获批的CRISPR基因编辑疗法[75] - CASGEVY已在美国、欧盟、英国、沙特阿拉伯和巴林获批用于治疗12岁及以上的严重型镰状细胞病和输血依赖性β地中海贫血患者[75] 研发管线 - 公司正在开发针对肿瘤和自身免疫疾病的下一代异基因CAR-T细胞疗法CTX112和CTX131,这些疗法具有更强的持久性和制造稳定性[77,78,79] - 公司的体内基因编辑策略包括基因破坏和全基因修复,正在开发针对心血管疾病的两个体内项目CTX310和CTX320[81,82] - 公司正在开发基因编辑干细胞衍生的胰岛素依赖性细胞替代疗法CTX211,用于治疗1型糖尿病,无需长期免疫抑制[84] 公司运营 - 公司自成立以来一直专注于研发工作，包括寻找潜在产品候选物、进行药物发现和临床前开发活动、建立和保护知识产权、建立内部制造能力、组织和配备公司团队、业务规划、筹集资金以及提供一般和行政支持[88] - 公司过去曾因与Vertex的合作而在某些年度实现净收益，但长期以来一直存在持续亏损的历史，预计未来也将继续亏损[88] - 公司预计未来研发和运营成本将大幅增加，包括继续推进现有研发项目、寻找新的研发项目和产品候选物、开展临床前和临床试验、获取监管批准、扩大知识产权保护、进一步发展基因编辑平台、增加研发人员等[88] 财务表现 - 公司2023年上半年实现收入1.021百万美元，主要来自政府补助,2023年上半年实现收入1.7亿美元主要来自Vertex的预付款和里程碑付款[101,102] - 公司2024年二季度研发费用为8,016.5万美元,同比下降2,139万美元,主要是由于外部研发成本和员工相关费用的减少[97,98] - 公司2024年二季度合作费用净额为5,210万美元,同比增加749.5万美元,主要是由于CASGEVY项目的商业化和制造成本增加[100] - 公司2024年二季度其他收益净额为2,610万美元,同比增加773.3万美元,主要是由于获得更多的投资收益[101]

产品管线 - CRISPR Therapeutics拥有广泛的产品管线,包括用于治疗血红蛋白病、肿瘤、再生医学、心血管疾病、自身免疫疾病和罕见疾病的产品[28] - 正在进行下一代CAR-T产品CTX112和CTX131的临床试验,分别针对CD19和CD70[3,12,15] - 正在进行体内基因编辑产品CTX310和CTX320的临床试验,分别针对ANGPTL3和LPA[16] - 正在进行CTX211治疗1型糖尿病的临床试验[18] 获批情况 - CASGEVY已在美国、英国、欧盟、沙特阿拉伯和巴林获批上市,用于治疗镰状细胞病和输血依赖性β地中海贫血[10] - CRISPR Therapeutics在2023年底获批CASGEVY™(exagamglogene autotemcel [exa-cel])用于治疗适合患者的镰状细胞病或输血依赖性β地中海贫血[28] 临床进展 - 截至7月中旬,全球已有超过35家授权治疗中心启用,约20名患者已完成细胞采集[2] - 已开启CTX112治疗系统性红斑狼疮和CTX131治疗血液恶性肿瘤的临床试验[14,15] 财务情况 - 截至2024年6月30日,公司现金及等价物约为20.13亿美元[20] - 2024年第二季度CRISPR Therapeutics的总收入为517,000美元,主要来自于授权收入[34] - 2024年第二季度CRISPR Therapeutics的研发费用为80,165,000美元,管理费用为19,481,000美元[34] - 2024年第二季度CRISPR Therapeutics的净亏损为126,408,000美元[34] - 截至2024年6月30日,CRISPR Therapeutics的现金及现金等价物为484,472,000美元,总资产为2,339,853,000美元,股东权益为1,980,949,000美元[35] 公司发展 - CRISPR Therapeutics已从一家研究阶段公司转变为一家最近获批首个CRISPR疗法的公司[28] - CRISPR Therapeutics与Bayer和Vertex Pharmaceuticals等领先公司建立了战略合作伙伴关系[28] - CRISPR Therapeutics的CRISPR/Cas9基因编辑技术已得到临床验证,具有创造潜在变革性药物的可能[28]

The biotech recently became a commercial-stage company.Gene editing, in which researchers manipulate patients' genetic code to treat genetic illnesses, has been around for a couple of decades. But it has made incredible progress in the past five years. CRISPR Therapeutics (CRSP -6.82%), a mid-cap biotech, has proven to be one of the more exciting players in this promising area.The company's progress has not delivered strong returns in the past half-decade -- CRISPR Therapeutics has underperformed the market ...

The market expects CRISPR Therapeutics AG (CRSP) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if the ...

CRISPR Therapeutics AG (CRSP) closed the latest trading day at $57.19, indicating a +1.69% change from the previous session's end. The stock exceeded the S&P 500, which registered a loss of 0.16% for the day. Meanwhile, the Dow lost 0.14%, and the Nasdaq, a tech-heavy index, lost 0.06%.The company's shares have seen a decrease of 2.93% over the last month, not keeping up with the Medical sector's gain of 0.37% and the S&P 500's gain of 1.96%.The investment community will be paying close attention to the ear ...

We expect CRISPR Therapeutics (CRSP) to surpass expectations when it reports second-quarter 2024 results next month.Let’s see how things have shaped up for the quarter to be reported.Factors to NoteCRISPR Therapeutics’ top line comprises grants and collaboration revenues from its partnership with Vertex Pharmaceuticals (VRTX) .Revenues in the last reported quarter solely comprised revenues from grants. The company did not record any collaboration revenues from Vertex in the first quarter. It remains to be s ...

They're small now, but these stocks could grow much larger.California's giant redwood trees were once tiny sprouts or seeds. Likewise, the world's biggest companies were once much smaller. Trees and companies can grow significantly over time -- at least some of them.Three Motley Fool contributors think they've found biotech stocks that have the potential to become much larger. Here's why they think CRISPR Therapeutics (CRSP -2.94%), Zealand Pharma (ZLDP.F 0.89%), and Viking Therapeutics (VKTX 1.60%) are mon ...

Gene editing stocks are often biopharmaceutical companies. At these firms, scientists use technology to change the DNA of organisms such as plants, bacteria and animals. This is mainly to explore potential cures for diseases that might affect humans.Other purposes of gene editing include making crops more resistant to viruses and bacteria and better able to cope with extremes of heat and cold caused by global warming. One day, gene editing could alter people’s DNA and prevent certain diseases from developin ...