Are You Holding the Right Stock?

10/07/2024 16 min

Listen "Are You Holding the Right Stock?"

Episode Synopsis


Gene editing stocks have been seeing a lot of volatility lately as the first $2 million CRISPR drug hits the market. CASGEVY is the first approved therapy in the U.S. that uses CRISPR and it’s no quick fix for sickle cell disease (SCD), a group of inherited blood disorders affecting approximately 100,000 people in the United States. Stem cells are collected from patients and sent to a lab where the actual CRISPR editing is done, and the entire process takes months, even up to a year.
Today we'll look at CRISPR Therapeutics stock as well as their peers in the gene editing space: Intellia, Beam, and Caribou. Intellia promises to deliver the first in-vivo CRISPR treatment while Beam is looking to develop better one-time therapies. Caribou currently sits at a depressed valuation while the market waits to see if they can collect enough royalties to avoid needing to raise capital.



Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/5FE4GdilxhQ.