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 ...

CRISPR Therapeutics (CRSP) incurred a loss of $1.49 per share in the second quarter of 2024, which was wider than the Zacks Consensus Estimate of a loss of $1.37. In the year-ago period, the company had incurred a loss of 98 cents per share. The company's total revenues, though negligible, were entirely from grant revenues, which were $0.5 million in the second quarter. The reported figure significantly missed the Zacks Consensus Estimate of $8 million. In the year-ago quarter, the company generated collabo ...

公司概况 - 公司是一家领先的基因编辑公司，专注于开发CRISPR/Cas9疗法[74] - 公司已经获得了CASGEVY(exagamglogene autotemcel [exa-cel])的首次批准，这是世界上第一个获批的CRISPR基因编辑疗法[75] - CASGEVY已在美国、欧盟、英国、沙特阿拉伯和巴林获批用于治疗12岁及以上的严重型镰状细胞病和输血依赖性β地中海贫血患者[75] 研发管线 - 公司正在开发针对肿瘤和自身免疫疾病的下一代异基因CAR-T细胞疗法CTX112和CTX131,这些疗法具有更强的持久性和制造稳定性[77,78,79] - 公司的体内基因编辑策略包括基因破坏和全基因修复,正在开发针对心血管疾病的两个体内项目CTX310和CTX320[81,82] - 公司正在开发基因编辑干细胞衍生的胰岛素依赖性细胞替代疗法CTX211,用于治疗1型糖尿病,无需长期免疫抑制[84] 公司运营 - 公司自成立以来一直专注于研发工作，包括寻找潜在产品候选物、进行药物发现和临床前开发活动、建立和保护知识产权、建立内部制造能力、组织和配备公司团队、业务规划、筹集资金以及提供一般和行政支持[88] - 公司过去曾因与Vertex的合作而在某些年度实现净收益，但长期以来一直存在持续亏损的历史，预计未来也将继续亏损[88] - 公司预计未来研发和运营成本将大幅增加，包括继续推进现有研发项目、寻找新的研发项目和产品候选物、开展临床前和临床试验、获取监管批准、扩大知识产权保护、进一步发展基因编辑平台、增加研发人员等[88] 财务表现 - 公司2023年上半年实现收入1.021百万美元，主要来自政府补助,2023年上半年实现收入1.7亿美元主要来自Vertex的预付款和里程碑付款[101,102] - 公司2024年二季度研发费用为8,016.5万美元,同比下降2,139万美元,主要是由于外部研发成本和员工相关费用的减少[97,98] - 公司2024年二季度合作费用净额为5,210万美元,同比增加749.5万美元,主要是由于CASGEVY项目的商业化和制造成本增加[100] - 公司2024年二季度其他收益净额为2,610万美元,同比增加773.3万美元,主要是由于获得更多的投资收益[101]

产品管线 - CRISPR Therapeutics拥有广泛的产品管线,包括用于治疗血红蛋白病、肿瘤、再生医学、心血管疾病、自身免疫疾病和罕见疾病的产品[28] - 正在进行下一代CAR-T产品CTX112和CTX131的临床试验,分别针对CD19和CD70[3,12,15] - 正在进行体内基因编辑产品CTX310和CTX320的临床试验,分别针对ANGPTL3和LPA[16] - 正在进行CTX211治疗1型糖尿病的临床试验[18] 获批情况 - CASGEVY已在美国、英国、欧盟、沙特阿拉伯和巴林获批上市,用于治疗镰状细胞病和输血依赖性β地中海贫血[10] - CRISPR Therapeutics在2023年底获批CASGEVY™(exagamglogene autotemcel [exa-cel])用于治疗适合患者的镰状细胞病或输血依赖性β地中海贫血[28] 临床进展 - 截至7月中旬,全球已有超过35家授权治疗中心启用,约20名患者已完成细胞采集[2] - 已开启CTX112治疗系统性红斑狼疮和CTX131治疗血液恶性肿瘤的临床试验[14,15] 财务情况 - 截至2024年6月30日,公司现金及等价物约为20.13亿美元[20] - 2024年第二季度CRISPR Therapeutics的总收入为517,000美元,主要来自于授权收入[34] - 2024年第二季度CRISPR Therapeutics的研发费用为80,165,000美元,管理费用为19,481,000美元[34] - 2024年第二季度CRISPR Therapeutics的净亏损为126,408,000美元[34] - 截至2024年6月30日,CRISPR Therapeutics的现金及现金等价物为484,472,000美元,总资产为2,339,853,000美元,股东权益为1,980,949,000美元[35] 公司发展 - CRISPR Therapeutics已从一家研究阶段公司转变为一家最近获批首个CRISPR疗法的公司[28] - CRISPR Therapeutics与Bayer和Vertex Pharmaceuticals等领先公司建立了战略合作伙伴关系[28] - CRISPR Therapeutics的CRISPR/Cas9基因编辑技术已得到临床验证,具有创造潜在变革性药物的可能[28]

Another stock from the Zacks Medical - Biomedical and Genetics industry, Alnylam Pharmaceuticals (ALNY) , is soon expected to post loss of $0.71 per share for the quarter ended June 2024. This estimate indicates a yearover-year change of +67.9%. Revenues for the quarter are expected to be $452.73 million, up 42% from the year-ago quarter. The market expects CRISPR Therapeutics AG (CRSP) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2024. ...