I am a former Senior Manager at a Big Four accounting firm and have been a CPA for over 20 years. After leaving public accounting in 2010, I have been the CFO of two privately held companies with sales between $50m and $100m in both the aerospace and defense and beauty industries. At my core, I like to think of myself as a value investor, though I will step into other disciplines if I think it makes sense. I have been investing since 1999, so I have seen a few different market cycles and have tried my hand ...

It's an excellent opportunity to buy shares of what could become a biotech giant on the dip. In the past three years, CRISPR Therapeutics (CRSP -0.33%) has made tremendous progress. It was still a clinical-stage biotech in 2021, but it now has a gene-editing therapy that is approved in multiple countries. However, this regulatory milestone hasn't been accompanied by a strong stock market performance. CRISPR Therapeutics has significantly lagged the market since 2021. What is going on with this gene-editing ...

An investment in these players today could score a big win down the road. Why do investors love biotech stocks? Because these players often work on game-changing technology that could lead to tomorrow's game-changing treatment -- and potentially blockbuster revenue. As an investor, you often have to be patient, as it takes years for a company to bring a candidate through development and reach the billion-dollar revenue stage. And you have to be comfortable with a bit of risk too, because candidate failure a ...

文章核心观点 - CRISPR Therapeutics是一家基因编辑公司,其首个产品Casgevy获批上市,但股价近期下跌[1] - Casgevy是一种治疗疾病的基因编辑疗法,有望为公司带来数十亿美元的收入,但上市初期收入可能较低[2] - 公司目前仍在亏损,但有充足的现金储备支持运营[3] - 公司还有其他在研产品,如治疗1型糖尿病和多种癌症的疗法,未来有望获批上市[4] - 总的来说,CRISPR是一家有长期发展潜力的公司,但需要投资者有耐心等待[5] 公司情况 - Casgevy是CRISPR的首个获批产品,有望为公司带来数十亿美元收入,但上市初期收入可能较低[2] - 公司目前仍在亏损,但有充足的现金储备支持运营,不存在资金短缺的风险[3] - 公司还有其他在研产品,如治疗1型糖尿病和多种癌症的疗法,未来有望获批上市[4] 行业前景 - 基因疗法市场目前规模较小,约60亿美元,但预计到2030年将增长至180亿美元[4] - CRISPR作为基因编辑领域的领先企业,有望从行业快速增长中获益[4][5]

A month has gone by since the last earnings report for CRISPR Therapeutics AG (CRSP) . Shares have lost about 7.7% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is CRISPR Therapeutics due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Q2 Loss Wider-Than-Expected, S ...

These companies are nearly in the sweet spot of risk versus reward in biotech. Many investors rightfully identify biotech stocks as being riskier than average, and those stocks certainly have a habit of earning their reputation. Still, there are a few up-and-coming biotechs that have revenue and a clear path to generating even more in the near term, which makes them notably steadier than their earlier-stage peers that don't yet have the certainty of selling anything at all. With that in mind, let's examine ...

The companies are chasing major innovations. Exciting trends are sweeping through the biotech industry. One of them is the race to develop breakthrough weight loss medicines, an area that is projected to grow by leaps and bounds through the end of the decade. Gene editing, a set of techniques that are allowing researchers to unlock therapies for diseases that have been untouchable, is another one. Companies, particularly relatively small ones that make breakthroughs in these fields, could deliver marketcrus ...

CRISPR Therapeutics (CRSP) has declined 23.6% in the year-to-date period compared with the industry's 1.7% fall, as seen in the chart below. The stock also underperformed the sector and the S&P 500. The shares are also trading below its 50-day and 200-day moving averages. Zacks Investment Research Image Source: CRSP Stock Underperforms Industry, Sector & S&P 500 Since the start of this year, CRSP received approval for its Vertex Pharmaceuticals (VRTX) -partnered oneshot gene therapy Casgevy in two blood dis ...

文章核心观点 - 公司CRISPR Therapeutics(CRSP)的基因疗法Casgevy获得FDA批准,但商业化存在挑战,市场规模可能有限[2][3][4] - 公司正在进行儿童和成人的临床试验,但针对严重并发症患者的适应症可能更有前景[4] - 公司的管线包括再生医学、体内疗法、肿瘤免疫和自身免疫等,但市场似乎主要关注其在镰状细胞贫血和地中海贫血方面的表现[11] 公司财务和运营情况 - 公司Q2财报未达预期,但主要是因为Casgevy尚未产生收入,运营费用仍然较高[12] - 公司财务状况良好,现金和现金等价物超过20亿美元,有超过5年的现金储备[13][14] - 公司与Vertex的合作降低了运营和财务风险,但过去5年的股价表现仍然不佳[20][23] 投资评级和风险收益分析 - 公司作为高风险高收益的股票,适合在投资组合中作为一个头寸[23] - 但目前仍存在不确定性,评级维持"持有"[23]

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 December 20 ...