Is Gene Editing the Future? - CRSP Stock Analysis

17/11/2023 15 min

Listen "Is Gene Editing the Future? - CRSP Stock Analysis"

Episode Synopsis


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/H34H_m_K3tY.


CRSP Stock is currently the biggest gene editing stock by market cap and the one likely to have the first gene editing therapy approved and marketed. Exa-cel is pending a decision on December 8th for sickle cell disease or SCD and March 2024 for transfusion dependent beta thalassemia or TDT. A recent report looked at pricing exa-cel and lovo-cel, a gene therapy by Bluebird Bio that will also provide a cure for SCD. Both therapies have been given a "fair price estimate" midpoint of $1.7 million so we can now start estimating what cash flows might look like for the 25,000 eligible SCD patients and 7,000 eligible TDT patients. Investors in CRSP stock need to temper their expectations as there are quite a few unknowns remaining. If the exa-cel approval next month makes $CRSP stock move in either direction, expect that tide to move all gene editing stocks. The next gene editing stock to watch for an approved treatment should be Intellia. If you're invested in CRISPR Therapeutics stock, this video is a much-watch.