Gene Editing
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CRISPR (CRSP) Rated Overweight on Gene Editing Growth
Yahoo Finance· 2026-03-31 08:46
CRISPR Therapeutics AG (NASDAQ:CRSP) ranks among the stocks that could 10x over the next 10 years. Piper Sandler boosted its price target for CRISPR Therapeutics AG (NASDAQ:CRSP) to $110 from $105 on March 17, retaining an Overweight rating in response to the company’s convertible note issuance. CRISPR Therapeutics AG (NASDAQ:CRSP) raised $600 million in convertible notes due in March 2031, convertible at $76.56 per share and with an effective interest rate of 1.73%. The company also allowed initial purcha ...
Editas Medicine Announces U.S. Patent and Trademark Office Reaffirms its Prior Decision in Favor of the Broad Institute in CRISPR/Cas9 Interference
Globenewswire· 2026-03-27 11:00
CAMBRIDGE, Mass., March 27, 2026 (GLOBE NEWSWIRE) -- Editas Medicine, Inc. (Nasdaq: EDIT), a pioneering gene editing company focused on developing transformative medicines for serious diseases, today announced that the U.S. Patent and Trademark Office reaffirmed the Patent Trial and Appeal Board’s (PTAB’s) previous decision favoring the Broad Institute in the U.S. patent interference involving specific patents for CRISPR/Cas9 editing in human cells between the University of California, the University of Vie ...
Q32 Bio (QTTB) Upgraded to Strong Buy: Here's What You Should Know
ZACKS· 2026-03-19 17:01
Q32 Bio (QTTB) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnin ...
Is Crispr Therapeutics (CRSP) The Best Gene-Editing Stock to Buy Now?
Yahoo Finance· 2026-03-17 14:05
Group 1 - Crispr Therapeutics Ag (NASDAQ:CRSP) has seen a 16% increase in share price over the past 12 months, with ARK Investment increasing its stake by 8% in Q4, resulting in a $10.5 million position [1] - The company holds a first-mover advantage in the gene editing and gene therapy sectors, with its CRISPR-based treatment already approved by the FDA [2] - Crispr's CASGEVY therapy for severe sickle cell disease and beta-thalassemia is generating revenue through a partnership with Vertex Pharmaceuticals [2] Group 2 - Hedge fund sentiment towards Crispr Therapeutics increased in Q4, with 32 funds holding the stock, up from 31 in the previous quarter [3] - The FDA approved Crispr's CRISPR-Cas9 gene editing therapy for sickle cell disease in December 2023, after nearly six years of clinical trials [3] - The therapy, Casgevy, disrupts the BCL11A gene to promote the production of fetal hemoglobin, providing a functional cure for sickle cell disease, which affects approximately 1 in 365 Black or African American births [3] - The treatment costs about $2.2 million per use but is expected to be a one-time treatment, with potential lifetime healthcare savings estimated between $4 million and $6 million [3] - Crispr retains 40% of profits from the partnership with Vertex, which has invested nearly $1.1 billion to increase its stake in the commercialization of Casgevy [3]
ARK Invest Stock Portfolio: Top 10 Stock Picks for 2026
Insider Monkey· 2026-03-07 02:47
Core Insights - ARK Invest's stock portfolio for 2026 highlights a focus on disruptive innovation, with a total portfolio value of $15.07 billion as of Q4 2025, down from $16.80 billion in the previous quarter [2][3] Group 1: Portfolio Overview - The portfolio consists of 196 positions, reflecting a strategic shift towards increasing stakes in companies like Coinbase, CRISPR Therapeutics, and Tempus AI, while reducing positions in major names like Tesla and Shopify [2][3] - Cathie Wood, CEO and CIO of ARK Invest, anticipates strong deflationary pressures in 2026, particularly in energy, housing, and unit labor prices [3] Group 2: Top Stock Picks - **Tempus AI, Inc. (NASDAQ:TEM)**: Stake value of $446.3 million, with a strategic partnership with Merck to enhance AI-driven precision medicine [8][9] - **Teradyne, Inc. (NASDAQ:TER)**: Stake value of $456.1 million, with a recent revenue growth of 44% year-over-year to $1.08 billion in Q4 2025 [11][12] - **Robinhood Markets, Inc. (NASDAQ:HOOD)**: Stake value of $543.6 million, reporting a record quarterly revenue of $1.28 billion for Q4, despite missing analyst estimates [14][17] - **Advanced Micro Devices, Inc. (NASDAQ:AMD)**: Stake value of $551.4 million, with a recent price target increase following a strategic partnership with Meta [19][20] - **CRISPR Therapeutics AG (NASDAQ:CRSP)**: Stake value of $551.8 million, with strong momentum in siRNA therapies and a recent revenue of $54 million for Q4 [23][26]
Forget CRISPR Therapeutics: This Gene‑Editing Player Already Boasts the Profits It Dreams Of
Yahoo Finance· 2026-03-04 18:43
Group 1: Gene Editing Industry Overview - Gene editing techniques are revolutionizing the treatment of previously untreatable diseases, presenting significant investment opportunities for early investors in biotech firms specializing in this area [1] - The complexity and high costs associated with gene-editing therapies, such as the $2.2 million per treatment course for Casgevy, pose challenges for widespread adoption and insurance coverage [6][8] Group 2: Company Analysis - CRISPR Therapeutics - CRISPR Therapeutics is a notable player in the gene editing space, but it currently has only one approved medicine, Casgevy, which has not yet generated substantial revenue [5][7] - The company continues to face consistent net losses, indicating slow commercial progress in its gene-editing therapies [7] Group 3: Company Analysis - Vertex Pharmaceuticals - Vertex Pharmaceuticals has diversified its product lineup, making it a more robust investment compared to CRISPR Therapeutics, as Casgevy is not its primary revenue driver [8] - The partnership with CRISPR Therapeutics to develop Casgevy highlights Vertex's strategic entry into the gene editing market, allowing it to leverage existing products for stronger sales and profits [4][8]
Prime Medicine (NasdaqGM:PRME) Earnings Call Presentation
2026-03-02 12:00
2 Delivering on the promise of Prime Editing Corporate Presentation March 2026 1 Forward Looking Statements This presentation contains forward-looking statements of Prime Medicine, Inc. ("Prime", "we" or "our") within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These forward-looking statements contain information about our current and future prospects and our operations, which are based on currently available information. All statements other than statements of historica ...
Intellia Therapeutics, Inc. (NTLA): A Bull Case Theory
Yahoo Finance· 2026-02-28 15:07
Core Thesis - Intellia Therapeutics, Inc. (NTLA) is positioned as a transformative player in the biotechnology sector, focusing on curative genome editing treatments through in-vivo CRISPR technology [2][3] Company Overview - Intellia is a clinical-stage gene editing company that has demonstrated systemic CRISPR efficacy in humans, targeting diseases such as ATTR amyloidosis and hereditary angioedema with one-time treatments [2] - The company is among the first to validate its CRISPR platform in human applications, potentially leading to a new category of drugs known as genomic surgery [3] Market Opportunity - The market potential for Intellia is substantial, with ATTR and hereditary angioedema representing multi-billion-dollar markets, and one-time therapy pricing expected to range from $500,000 to $2 million per patient [4] - Gross margins for these therapies could exceed 80%, with potential expansion into oncology and CNS disorders [4] Financial Position - Intellia maintains a strong balance sheet with over $700 million in cash and a low-debt structure, providing a financial runway of 2–3 years without the need for additional financing [5] - The company has significant institutional backing, including major biotech funds and Regeneron, although market volatility could impact stock performance [5] Catalysts for Growth - Upcoming catalysts include Phase 2/3 data for NTLA-2001 (ATTR), Phase 2 data for NTLA-2002 (HAE), FDA regulatory feedback, and potential commercial filings [6] - Successful outcomes could validate the platform and drive a market capitalization of $20–30 billion, presenting a high-risk, high-reward investment opportunity [7]
Intellia Therapeutics, Inc. (NTLA): A Bull Case Theory
Yahoo Finance· 2026-02-28 15:07
Core Thesis - Intellia Therapeutics, Inc. (NTLA) is positioned as a transformative player in the biotechnology sector, focusing on curative genome editing treatments through in-vivo CRISPR technology [2][3] Company Overview - Intellia is a clinical-stage gene editing company that has demonstrated systemic CRISPR efficacy in humans, targeting diseases such as ATTR amyloidosis and hereditary angioedema with one-time treatments [2] - The company is among the first to explore a new drug category termed "genomic surgery," supported by partnerships with major pharmaceutical companies like Regeneron, Novartis, and Vertex [3] Market Opportunity - The market potential for Intellia is substantial, with ATTR and HAE representing multi-billion-dollar markets, and one-time therapy pricing expected to range from $500,000 to $2 million per patient [4] - Gross margins for these therapies could exceed 80%, with potential expansion into oncology and CNS disorders [4] Financial Position - Intellia maintains a strong balance sheet with over $700 million in cash and a low-debt structure, providing a financial runway of 2–3 years without the need for additional financing [5] - The company has significant institutional backing, including major biotech funds and Regeneron, although stock volatility may occur in risk-off market conditions [5] Value Creation Path - Upcoming catalysts for value creation include Phase 2/3 data for NTLA-2001 (ATTR), Phase 2 data for NTLA-2002 (HAE), FDA regulatory feedback, and potential commercial filings [6] - The bull case suggests that multiple approved drugs could validate Intellia's platform, potentially driving a market capitalization of $20–30 billion [7] Comparative Analysis - Intellia's in-vivo CRISPR work and its optionality across monogenic diseases are highlighted as key differentiators compared to other companies in the sector, such as CRISPR Therapeutics AG [8]
This Cathie Wood Stock Is Already Up 41% This Year, But Is It a Buy?
The Motley Fool· 2026-02-07 14:05
Core Viewpoint - Intellia Therapeutics is experiencing a recovery in its stock price following regulatory approval for one of its clinical studies, indicating potential for continued growth in the gene-editing biotech sector [2][5]. Company Overview - Intellia Therapeutics is currently ranked 25th on Ark Invest's holdings list and has seen its shares increase by 41% [2]. - The company's market capitalization stands at $1.4 billion, with a current stock price of $12.28 [8]. Product Pipeline - Intellia's leading candidates, lonvo-z and nex-z, target rare diseases, with nex-z recently receiving clearance from the FDA to proceed with one of its phase 3 studies [4][5]. - Nex-z aims to treat transthyretin amyloidosis, affecting approximately 50,000 patients with the hereditary form and between 200,000 to 500,000 with the wild type [8][9]. - Lonvo-z targets hereditary angioedema (HAE), which has around 150,000 patients globally [9]. Market Potential - The market for HAE is projected to reach $6.3 billion by 2030, while the transthyretin amyloidosis market is expected to be valued at $16.8 billion by the same year [10]. - Despite the large addressable markets, Intellia faces significant clinical and regulatory challenges that could impact its share price [10]. Financial Metrics - Intellia Therapeutics has a gross margin of 78.27% [8]. - The stock has shown volatility, with a 52-week range of $5.90 to $28.25 [8]. Investment Considerations - The biotech sector, particularly companies focused on gene editing, carries inherent risks due to the complexity and cost of treatments, which may hinder market traction even after regulatory approval [6][10]. - Investors should be cautious, as the stock remains risky, particularly for those not comfortable with high volatility [11].