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Look Under The Hood: IYY Has 10% Upside
Nasdaq· 2025-09-12 19:04
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares Dow Jones U.S. ETF (Symbol: IYY), we found that the implied analyst target price for the ETF based upon its underlying holdings is $176.57 per unit.With IYY trading at a recent price near $160.66 per unit, that mean ...
Wall Street Analysts See CRISPR Therapeutics (CRSP) as a Buy: Should You Invest?
ZACKS· 2025-09-11 22:31
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about CRISPR Therapeutics AG (CRSP) .CRISPR Therapeutics currently has an averag ...
Cathie Wood Goes Bargain Hunting: She Just Bought 2 Stocks That Wall Street Thinks Will Climb 50% and 190%
The Motley Fool· 2025-09-11 15:45
These companies are reaching key milestones.Cathie Wood is known for seizing opportunities. The founder of Ark Invest doesn't worry when one of the stocks she's invested in drops, and instead, she looks at the movement as a chance to increase her bet -- at a great price. This has worked out nicely for Wood and those invested in her flagship Ark Innovation fund, as it's climbed more than 80% over the past year.And here's another key component of Wood's strategy: She invests in exciting technology of the futu ...
CRISPR Therapeutics to Present Late-Breaking Data at the American Heart Association (AHA) Scientific Sessions 2025
Globenewswire· 2025-09-10 04:00
ZUG, Switzerland and BOSTON, Sept. 09, 2025 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP), a biopharmaceutical company focused on creating transformative gene-based medicines for serious diseases, today announced that a late-breaking oral presentation highlighting the Company's Phase 1 clinical data of its investigational CRISPR/Cas9 in vivo gene editing therapy, CTX310™, targeting angiopoietin-related protein 3 (ANGPTL3) for cardiovascular and cardiometabolic disease, will be presented at the Amer ...
CRISPR Therapeutics AG (CRSP) Presents at Morgan Stanley
Seeking Alpha· 2025-09-09 23:38
PresentationTerence FlynnEquity Analyst Great. Good morning, everybody. Thanks for joining us. I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. Very pleased this morning to be hosting CRISPR Therapeutics. And today from the company, we have Sam Kulkarni, who's the company's CEO and Chairman. Just before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to yo ...
CRISPR Therapeutics AG (CRSP) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript
Seeking Alpha· 2025-09-09 23:38
PresentationTerence FlynnEquity Analyst Great. Good morning, everybody. Thanks for joining us. I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. Very pleased this morning to be hosting CRISPR Therapeutics. And today from the company, we have Sam Kulkarni, who's the company's CEO and Chairman. Just before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to yo ...
CRISPR Therapeutics (NasdaqGM:CRSP) FY Conference Transcript
2025-09-09 21:32
CRISPR Therapeutics (NasdaqGM:CRSP) FY Conference September 09, 2025 08:30 AM ET Company ParticipantsSamarth Kulkarni - CEO & ChairmanConference Call ParticipantsTerence Flynn - Equity Research AnalystTerence FlynnGood morning, everybody. Thanks for joining us. I'm Terrence Flynn, Morgan Stanley's U.S. biopharma analyst. Very pleased this morning to be hosting CRISPR Therapeutics. Today, from the company, we have Samarth Kulkarni, who's the company CEO and Chairman. Just before we get started, for important ...
CRISPR Therapeutics AG (CRSP) Presents at H.C. Wainwright 27th Annual Global Investment Conference Transcript
Seeking Alpha· 2025-09-09 18:53
Question-and-Answer SessionSo maybe to set the stage, you can just give us an overview of where we're at with CRISPR today, CRISPR Therapeutics. A lot has transpired over the past -- since the year started. So could you just level set for investors and then we can jump into more specific questions across the pipeline?Raju PrasadChief Financial Officer Yes, absolutely. Yes, it's been an exciting time at CRISPR. We're going through the launch of CASGEVY with our partner, Vertex, where things are going well on ...
CRISPR Therapeutics (NasdaqGM:CRSP) FY Conference Transcript
2025-09-09 05:32
CRISPR Therapeutics (NasdaqGM:CRSP) FY Conference September 08, 2025 04:30 PM ET Company ParticipantsRaju Prasad - CFOConference Call ParticipantsMitchell Kapoor - Director & Senior Biotechnology AnalystMitchell KapoorHello everyone. My name is Mitchell Kapoor. I'm a Senior Biotech Analyst at HC Wainwright. Today, I have the pleasure of welcoming CRISPR Therapeutics. From the company, Raj Prasad, CFO, is joining me today. Thank you so much, Raj.Raju PrasadYeah, thanks, Mitchell. Thanks for having us.Mitchel ...
IDEAYA Biosciences (IDYA) 2025 Conference Transcript
2025-09-03 22:12
**IDEAYA Biosciences 电话会议纪要关键要点** **涉及的行业和公司** * 行业为生物技术制药行业 专注于精准肿瘤学治疗领域[1][3] * 公司为IDEAYA Biosciences 专注于开发针对合成致死靶点的精准肿瘤药物[3][66] **核心观点和论据** **研发管线与战略重点** * 公司拥有7个处于临床或IND阶段的项目 计划在年底前将临床项目数量增加到9个[3] * 研发战略聚焦三个核心领域:Darovasertib(针对葡萄膜黑色素瘤)、DLL3 ADC(针对小细胞肺癌)和MTAP缺失项目[4][5] * 公司强调其人工智能药物发现能力与新型癌症生物学整合的独特优势[6] * 未来一年的优先事项将集中在Darovasertib、MAT2A和DLL3这三个核心资产上[59] **Darovasertib (葡萄膜黑色素瘤项目)** * 公司与CRISPR Therapeutics达成合作 负责Darovasertib的美国以外地区开发与商业化 交易提供了近期资本并允许公司专注于美国市场的上市准备[9][10] * 合作将分担辅助治疗研究的成本 并推动该研究的启动[10] * 新辅助治疗设置中获得突破性疗法认定(BTD) 相关数据将在于ESMO上展示[41] * 关键数据更新包括:R&D日将展示20-30名患者的视力结果数据 包括肿瘤缩小瀑布图、视觉预测工具数据以及新辅助治疗期间视力改善的新数据[37][38];ESMO展示将包含约100名患者的数据[41] * 针对转移性环境的三期试验已完成加速批准部分的患者招募 完全批准的总生存期(OS)部分招募预计年底完成[45] * 总生存期(OS)数据的预期:对照组的OS预计为12-13个月 目标是显示出至少6个月的获益 即达到18-19个月或更长[52];10月将在SMR会议上更新约40名一线患者的数据[53] * 对FDA可能关注的“成分贡献”问题表示信心 依据是已发表的c-MET抑制剂数据显示反应率接近0% 以及公司自身的剂量优化数据[49][50] **DLL3 ADC (小细胞肺癌项目)** * 即将在世界肺癌大会(WCLC)上展示超过70名患者的数据 包括剂量递增和三个扩展队列(每个队列约20多名患者)[12] * 数据将包括AE表、患者基线特征、瀑布图、反应率、游泳图以及初步的中位无进展生存期(mPFS)数据[12];所有治疗线人群的mPFS将有初步数据 但尚不成熟 二线数据则太早[18][20] * 成功标准:所有治疗线经确认的反应率(confirmed response rate)达到60%范围 二线设置中达到 mid 60%及以上[13];所有治疗线的mPFS达到6个月以上将令人兴奋[14] * 差异化定位:强调需关注经确认的反应率而非初步反应率[23];与T细胞衔接器(如已获批的Endeltra)相比 后者反应率在40%范围 mPFS约4个月 且存在较高的不良反应(约60% SAEs, 半數患者出现CRS, 有黑框警告) 社区诊疗存在挑战 因此若能在疗效和安全性上更优则有巨大机会[24][25] * 安全性(ILD风险):在肺癌TOP1 ADC中 间质性肺病(ILD)的典型发生率约为10% 公司将重点关注≥3级和5级ILD的发生率[28];公司认为其连接子系统(四肽可切割连接子)可能与竞争对手(Xyes)的肿瘤微环境连接子不同 可能具有差异化优势且探索的剂量更高[29][30] * 开发时间线:尽管竞争对手进展较快 但公司认为最终的竞争取决于最佳的临床开发策略和最优的产品 profile 并计划探索与免疫疗法及公司内部PARG抑制剂(ID161)的联合治疗策略[32][33] * 靶点选择理由:认为DLL3是SCLC中最具潜力的抗原 因其上调水平高 且其与关键转录因子ASCL1直接相连 与肿瘤生存相关 下调可能性低[35][36] **MTAP缺失项目 (MAT2A & PRMT5)** * PRMT5项目IND申请已提交 公司认为其具有最佳-in-class潜力[55] * 公司在该领域拥有丰富的临床经验 并已明确ID397的所需剂量[56] * MAT2A抑制剂在膀胱癌中的数据预期:理想情况下 经确认的反应率达到40%以上 中位缓解持续时间(mDOR)达到6个月或更长[57];对比药物Trodelvy在真实世界研究中的反应率约为11% OS为6个月 PFS约2个月[58] **其他重要内容** * 公司财务状况良好 与CRISPR的交易进一步延长了现金跑道 预计可支撑至2030年[9][59] * 公司将举行10周年R&D日(9月8日) 届时将有三个临床数据更新[3] * 公司从匈牙利授权引进了DLL3 ADC资产 并在竞争对手数据公布前就已深入参与[36]