Core Insights - CRISPR Therapeutics is positioned for significant advancements in 2025, with multiple key updates expected across its clinical and commercial portfolio, particularly with the ongoing launch of CASGEVY® and updates on various product candidates [1][2][3] Product Development and Pipeline - The ongoing launch of CASGEVY® is gaining momentum, with over 50 authorized treatment centers activated globally and more than 50 patients having undergone cell collection by the end of 2024; significant growth in new patient collections is anticipated in 2025 [1][3] - Clinical trials for next-generation CAR T product candidates, CTX112™ and CTX131™, are ongoing, targeting CD19 and CD70 across multiple indications, with updates expected in mid-2025 [1][5] - A global strategic partnership has been established with Nkure Therapeutics to co-develop and co-commercialize CTX112 in India, aiming to accelerate its development in regions with unmet medical needs [1][5] - Clinical trials for in vivo gene editing product candidates, CTX310™ and CTX320™, targeting ANGPTL3 and LPA respectively, are ongoing, with updates expected in the first half of 2025 [1][12] Financial Performance - As of December 31, 2024, the company reported a strong balance sheet with approximately $1.9 billion in cash, cash equivalents, and marketable securities, an increase from $1.7 billion at the end of 2023 [1][20] - Research and development expenses for Q4 2024 were $82.2 million, a decrease from $95.1 million in Q4 2023, primarily due to reduced external research and manufacturing costs [10] - The net loss for Q4 2024 was $37.3 million, compared to a net income of $89.3 million in Q4 2023, reflecting changes in revenue and expenses [10][19]

Core Viewpoint - CRISPR Therapeutics is set to report its fourth-quarter and full-year 2024 earnings, with expectations of a sales figure of $10.13 million and a loss of $1.15 per share, while the loss per share estimate for 2025 has increased from $5.17 to $5.21 in the last month [1][11]. Earnings Performance - The company has shown a decent performance over the past four quarters, beating earnings estimates in three out of four quarters, with an average surprise of 100.64% [4][5]. - In the last reported quarter, CRISPR's earnings exceeded expectations by 24.06% [4]. Earnings Estimates - CRISPR Therapeutics has an Earnings ESP of +8.09%, with the most accurate estimate at a loss of $1.06 per share compared to the Zacks Consensus Estimate of a loss of $1.15 [7][6]. Revenue Drivers - The company's revenue is currently bolstered by grants and collaboration revenues from its partnership with Vertex Pharmaceuticals [9]. - The recently approved gene therapy, Casgevy, is expected to contribute $10 million in sales for CRISPR in the fourth quarter, marking the first marketed product in its portfolio [10][11]. Pipeline Development - CRISPR is advancing its pipeline with two next-generation CAR-T therapy candidates, CTX112 and CTX131, currently in phase I/II studies, along with two in-vivo candidates, CTX310 and CTX320, in separate phase I clinical studies [12][13]. Stock Performance and Valuation - Over the past year, CRISPR's stock has declined by 41%, underperforming the industry and broader market indices [15][16]. - The company's shares trade at a price/book ratio of 1.79, which is lower than the industry average of 3.71, indicating attractive valuation [18]. Investment Thesis - With the approval of Casgevy, CRISPR has overcome a significant hurdle regarding revenue generation, although the treatment process may delay revenue recognition [20]. - The partnership with Vertex provides a competitive advantage over rivals, as CRISPR is the first to market an approved CRISPR-based therapy [21]. Future Outlook - The upcoming earnings report is anticipated to be a major catalyst for CRISPR, as it will be the first quarter to record revenues from Casgevy, providing insights into market demand and potential [23].

Readers may recall my last article from October 2024 – a deep dive into CRISPR Therapeutics AG (NASDAQ: CRSP ) – in which I outlined several catalysts for the company and its stock going forward. Giving it a buyI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe the key to creating wea ...

CRISPR Therapeutics AG (CRSP) closed at $41.21 in the latest trading session, marking a -1.44% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.47%. Meanwhile, the Dow lost 0.31%, and the Nasdaq, a tech-heavy index, lost 0.51%.The company's stock has climbed by 6.22% in the past month, exceeding the Medical sector's gain of 3.2% and the S&P 500's gain of 1.67%.Investors will be eagerly watching for the performance of CRISPR Therapeutics AG in its upcoming earnings d ...

ZUG, Switzerland and BOSTON, Jan. 29, 2025 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP), a biopharmaceutical company focused on creating transformative gene-based medicines for serious diseases, today announced that members of its senior management team will present at the Guggenheim SMID Cap Biotech Conference on Wednesday, February 5, 2025, at 2:00 p.m. ET. A live webcast of the fireside chat will be available on the "Events & Presentations" page in the Investors section of the Company's website ...

CRISPR Therapeutics AG (CRSP) closed at $43.42 in the latest trading session, marking a -1.83% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.29%. Meanwhile, the Dow experienced a drop of 0.32%, and the technology-dominated Nasdaq saw a decrease of 0.5%.Heading into today, shares of the company had gained 7.69% over the past month, outpacing the Medical sector's gain of 1.54% and the S&P 500's gain of 2.52% in that time.The investment community will be closely mon ...

Stock Performance - CRISPR Therapeutics AG (CRSP) shares rallied 6.5% in the last trading session to close at $44.20, driven by higher trading volume compared to a typical session [1] - The stock has gained 1.4% over the past four weeks [1] - Tarsus Pharmaceuticals, Inc. (TARS) finished the last trading session 2.9% higher at $48.11, but has returned -13.5% over the past month [3] Financial Expectations - CRISPR Therapeutics is expected to post a quarterly loss of $1.20 per share, representing a year-over-year change of -209.1% [2] - Revenues are expected to be $10.83 million, down 94.6% from the year-ago quarter [2] - The consensus EPS estimate for CRISPR Therapeutics has remained unchanged over the last 30 days [3] - Tarsus Pharmaceuticals' consensus EPS estimate for the upcoming report has remained unchanged over the past month at -$0.70, representing a year-over-year change of +46.6% [4] Strategic Priorities - CRISPR Therapeutics outlined key strategic priorities related to the ongoing launch of Casgevy and certain pipeline goals for 2025, which may have driven the recent share price rally [1] Industry and Rankings - CRISPR Therapeutics is a member of the Zacks Medical - Biomedical and Genetics industry [3] - The stock currently carries a Zacks Rank 3 (Hold) [3] - Tarsus Pharmaceuticals currently boasts a Zacks Rank of 2 (Buy) [4]

Company Overview - CRISPR Therapeutics (CRSP) shares have lost more than 30% in the past year, despite a surge at the start of 2024 due to FDA approval of its gene therapy Casgevy [1] - The company has yet to record revenues from Casgevy sales, and a lack of pipeline updates beyond Casgevy's approval has disappointed investors [1] - CRSP's stock has underperformed the industry, sector, and S&P 500, losing nearly 34% compared to the industry's 14% decline [13][15] Casgevy Approval and Market Potential - Casgevy, the first CRISPR-based gene-editing therapy, was approved in late 2023/early 2024 for sickle cell disease (SCD) and transfusion-dependent beta-thalassemia (TDT) in the US and Europe [4] - The therapy addresses a significant unmet medical need for an estimated 35,000 patients with severe SCD or TDT in the US and Europe, with additional patients in Bahrain and Saudi Arabia [5] - Vertex Pharmaceuticals, CRSP's collaborator, has reported a strong launch for Casgevy, with collaboration revenues expected to be recorded in Q4 2024 [6] Pipeline Development - CRSP is developing next-generation CAR-T therapy candidates CTX112 and CTX131, which have shown higher CAR T cell expansion and functional persistence in phase I/II studies [7] - The company is also focusing on in-vivo candidates CTX310 and CTX320, targeting cardiovascular disease, with plans to expand the in-vivo pipeline by 2025 [8][9] Competitive Landscape - Beam Therapeutics is developing BEAM-101 for SCD and TDT using CRISPR technology, while Intellia Therapeutics leads in in-vivo CRISPR-based therapies for various indications [11][12] Financial Performance and Valuation - CRSP's shares are trading below its 50-day and 200-day moving averages, with a price-to-book (P/B) ratio of 1.77, lower than the industry's 3.42 [13][16] - The company has a strong cash balance of $1.9 billion as of September 2024, supporting its operations and pipeline development [23] Future Catalysts - The next major catalyst for CRSP will be its Q4 2024 results, which will provide insights into Casgevy's market potential and demand [21] - Analysts have improved their 2025 loss per share estimates for CRSP from $5.23 to $5.19 in the past 60 days, reflecting a more optimistic outlook [18]

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 ...

Key Points Company and Industry Overview 1. **Company Name and Stock Symbol**: CRISPR Therapeutics AG (NASDAQ: CRSP) [2] 2. **Industry**: Biotechnology, specifically gene editing and gene therapy [3] 3. **Business Segments**: Hemoglobinopathies (heme), oncology, autoimmune, cardiovascular medicines, and rare diseases [3] Pipeline and Products 4. **Clinical Programs**: Five programs in various disease areas, including oncology, autoimmune, cardiovascular, and rare diseases [3] 5. **Preclinical Programs**: Ten preclinical programs with promising potential [3] 6. **Approved Drug**: CASGEVY, a hemoglobinopathy treatment, partnered with Vertex [4] Financial and Business Performance 7. **Revenue**: Not specified in the provided text [3] 8. **Business Model**: Divided into four franchises, with hemoglobinopathies being the core [3] Future Outlook 9. **Outlook**: One of the most consequential years in the company's journey [5] 10. **Risk Factors**: Encourages participants to visit the company's website for a full risk list [6] Additional Information 11. **Conference**: 43rd Annual JPMorgan Healthcare Conference [2] 12. **Date**: January 14, 2025 [2] 13. **Time**: 5:15 PM ET [2] 14. **Participants**: Samartha Kulkarni (CEO and Chairman), Fanchen Zhou (JPMorgan) [2]