Crispr Therapeutics AG CRSP
Platform for rewriting genetic code at its source, durable only while precision editing remains the preferred curative modality.
Optionality holds this up; Valuation is the soft spot.
| Moat | 2.0 |
| Management | 5.0 |
| Valuation | 1.0 |
| Risk · 10 = lowest | 2.0 |
| Business model | 4.0 |
| Optionality | 7.0 |
The price needs 77.0% growth a year for ten years. The AI thinks 28.0% is achievable, at a 22.0% margin.
The -49% gap shows CRSP is heavily overvalued, as 28% achievable growth falls well short of the 77% required at a 22% FCF margin.
CRISPR Therapeutics AG, a gene editing company, focuses on developing gene-based medicines for serious human diseases using its Clustered Regularly Interspaced Short Palindromic Repeats (CRISPR)/CRISPR-associated protein 9 (Cas9) platform. The company's CRISPR/Cas9 is a technology for gene editing which is the process of precisely altering specific sequences of genomic DNA. It has a portfolio of therapeutic programs across a range of disease areas, including hemoglobinopathies, CAR T cell therapies, in vivo, and type 1 diabetes, as well as develops investigational CAR T programs, including an autologous, gene-edited CAR T program targeting allogeneic chimeric antigen receptor T cell for autoimmune indications and oncology. The company's lead product candidate is CASGEVY, an ex vivo CRISPR/Cas9 gene-edited cell therapy for treating patients suffering from transfusion-dependent beta-thalassemia, severe sickle cell disease (SCD), and hemoglobinopathies in which a patient's hematopoietic stem and progenitor cells are edited to produce high levels of fetal hemoglobin in red blood cells. It also develops CAR T cell therapies, including CTX112 targeting cluster of differentiation 19 (CD19) and CTX131 targeting CD70 for oncology and autoimmune indications; CTX310 and CTX320, in vivo gene editing to address the cardiovascular disease by disrupting the validated targets angiopoietin-like protein 3 and lipoprotein; and CTX211, an allogeneic, gene-edited, hypoimmune stem cell-derived product candidate for the treatment of T1D. It has strategic partnerships with Vertex Pharmaceuticals Incorporated. CRISPR Therapeutics AG was incorporated in 2013 and is headquartered in Zug, Switzerland.
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