2026 could be a big year for this company.When you're looking to add growth to your portfolio, you may immediately think of technology stocks -- and this is a great idea. But technology stocks aren't the only players that may supercharge your portfolio. Another place to seek out potentially explosive stocks is in the biotech space.These innovators are working on the game-changing medicines of tomorrow -- but not all of these companies are early stage. In many cases, they've already commercialized one or mor ...

Casgevy UptakeCasgevy, the company’s gene-editing therapy for sickle cell disease and transfusion-dependent beta thalassemia, generated $54 million in fourth-quarter revenue and $116 million for the full year.A total of 64 patients received infusions in 2025, including 30 during the fourth quarter.Globally, 147 patients initiated treatment through the first cell collection during the year. Patient initiations nearly tripled compared to 2024, reflecting growing momentum heading into 2026.William Blair noted, ...

Key Takeaways CRISPR Therapeutics reported a wider Q4 loss of $1.37 per share and revenues of $0.9M, missing estimates.CRSP's partner Vertex logged $54M Q4 Casgevy sales, up from $16.9M, with momentum seen into 2026.CRISPR plans 2026 Casgevy label filings and advances CAR-T, in-vivo and RNA programs with updates due.CRISPR Therapeutics (CRSP) reported a fourth-quarter 2025 loss of $1.37 per share, wider than the Zacks Consensus Estimate of a loss of $1.15. The company had incurred a loss of 44 cents per sha ...

Core Insights - CRISPR Therapeutics (CRSP) is expected to exceed expectations in its fourth-quarter and full-year 2025 results, with earnings having beaten estimates by 11.36% in the last reported quarter [1] - The Zacks Consensus Estimate for quarterly sales is $4.00 million, while the earnings estimate is a loss of $1.15 per share [1] Financial Performance - CRISPR Therapeutics' revenue includes grants and collaboration income from its partnership with Vertex Pharmaceuticals (VRTX) [2] - The company has shown a decent performance over the past four quarters, beating earnings estimates in three of those quarters, with an average surprise of 15.23% [8] Product Development - The one-shot gene therapy, Casgevy, developed in partnership with VRTX, was approved for sickle cell disease (SCD) and transfusion-dependent beta-thalassemia (TDT) in late 2023/early 2024, marking it as the only marketed product in CRISPR's portfolio [3] - Casgevy sales have been increasing, which is likely to improve collaboration expenses for the upcoming quarter [4] Future Prospects - Investors are keen on updates regarding global regulatory submissions planned for the first half of 2026, aiming for label expansion of Casgevy for younger patients [5] - CRISPR Therapeutics is developing novel CAR-T cell therapies, including zugo-cel, which is being evaluated in early-stage studies for various conditions [6] - The company is also advancing its in-vivo pipeline with candidates CTX310 and CTX320, and plans to introduce two more programs, CTX340 and CTX450, into clinical development by the end of the year [7] Earnings Prediction - The model predicts an earnings beat for CRISPR Therapeutics, supported by a positive Earnings ESP of +15.85% and a Zacks Rank of 3 [11][12] - The Most Accurate Estimate stands at a loss of $0.97 per share, compared to the Zacks Consensus Estimate of a loss of $1.15 [12]

Core Insights - CRISPR Therapeutics is focused on transforming medicine through gene editing, with significant progress across four franchises [2] - The company has an approved product, CASGEVY, in collaboration with Vertex, which has multibillion-dollar revenue potential and is expanding its addressable population [2] - Ongoing efforts in in vivo gene editing aim to improve access for patients with sickle cell disease [2] Franchise Developments - The company has made advancements in its in vivo platform, particularly in gene editing of the liver [3] - Transformative data for CTX310 related to hypercholesterolemia was published in November of the previous year [3] - A partnership has been established to enhance the company's RNA platform, indicating a strategic expansion of capabilities [3]

Summary of CRISPR Therapeutics FY Conference Call Company Overview - **Company**: CRISPR Therapeutics (NasdaqGM:CRSP) - **Event**: FY Conference Call on January 12, 2026 - **Focus**: Progress and updates on gene editing technologies and therapies Key Points Industry and Market Position - CRISPR Therapeutics is focused on transforming medicine through gene editing, aiming to develop cures for serious diseases [2][34] - The company has made significant advancements across four franchises, including hemoglobinopathies, in vivo gene editing, CAR-T therapies, and RNA-based therapies [2][3] Hemoglobinopathies - **Casgevy**: An approved product with multi-billion dollar revenue potential, showing a 3x increase in patient initiation and cell collections from 2024 to 2025 [5][6] - Revenue surpassed $100 million, with positive payer coverage in the U.S. and Europe [5][6] - Pediatric data for sickle cell and thalassemia shows promising results, expanding the addressable patient population [6][7] In Vivo Gene Editing - Focus on in vivo gene editing of the liver, with promising data for CTX310 targeting hypercholesterolemia [3][11] - A single infusion can lead to a nearly 50% reduction in LDL cholesterol and a 55% reduction in triglycerides [14][15] - The potential for a multi-billion dollar opportunity in treating cardiovascular diseases [17] CAR-T Therapies - CTX112 shows a 70% complete response rate in oncology settings, with a favorable safety profile [27][28] - The company is exploring maintenance therapies to enhance durability of responses [28] - In vivo CAR-T approaches are being developed, utilizing proprietary lipid nanoparticle systems [30] RNA-Based Therapies - CTX611 targets Factor XI, with a potential to revolutionize anticoagulation therapy, showing a 93% reduction in Factor XI antigen levels [21][23] - The siRNA market is projected to be a $20 billion opportunity, with CRISPR's approach aiming to reduce bleeding risks associated with current therapies [21][24] Regulatory and Future Outlook - The FDA is supportive of gene editing technologies, which may facilitate smoother regulatory pathways for CRISPR's programs [40][41] - The company anticipates pivotal trials for several programs, including A1AT and CTX310, in the coming years [36][39] - Continuous innovation and partnerships are expected to enhance the development of their pipeline [47][48] Financial Considerations - CRISPR aims to reduce healthcare costs through one-time gene editing solutions, potentially pricing therapies below $100,000 [50] - The company is focused on creating pharmacoeconomic benefits through its innovative therapies [50] Societal Impact and Diversity - The company acknowledges the importance of addressing racial and ethnic differences in treatment responses, particularly in hypertension medications [51] AI Integration - AI is being utilized to enhance efficiency in clinical trials and improve gene editing processes, particularly in protein and mRNA design [53] Conclusion - CRISPR Therapeutics is positioned for significant growth with a diverse pipeline of innovative therapies across multiple disease areas, supported by strong market potential and favorable regulatory conditions. The company is committed to continuous innovation and addressing healthcare affordability through its gene editing technologies [34][56]

CRISPR Corporate Update 44th Annual J.P. Morgan Healthcare Conference January 12, 2026 1 Forward-Looking Statements This presentation and related materials may contain statements regarding matters that are not historical facts and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. Suc ...

Core Viewpoint - The technology sector has driven market gains this year, while the healthcare industry has lagged, although some healthcare stocks have shown strong performance [1][2]. Group 1: CRISPR Therapeutics - CRISPR Therapeutics has seen a significant rise in stock price, increasing by 44% this year, driven by clinical and regulatory progress in its pipeline [2][4]. - The company is developing CTX310, a potential one-time treatment for lowering LDL cholesterol and triglycerides, which could be a breakthrough in cardiovascular health [5][6]. - Despite being unprofitable and generating minimal revenue, CRISPR Therapeutics has potential upside due to progress in its pipeline and expectations for commercial success with its approved product, Casgevy [8][9]. Group 2: HCA Healthcare - HCA Healthcare has outperformed the market with a stock increase of 58% this year, supported by strong financial results and recognition as one of the top hospital chains [2][10]. - The company is trading at a forward price-to-earnings ratio of 16, which is below the healthcare sector average of 18.2, indicating potential value [11][12]. - There are uncertainties regarding federal policy changes that could impact patient demand for HCA's services, but the company maintains a strong competitive edge and is well-positioned for long-term growth [13][16].

Core Insights - The biotech industry presents significant growth potential for investors, particularly through companies like CRISPR Therapeutics and Iovance Biotherapeutics, which have substantial upside based on Wall Street price targets [2][16]. CRISPR Therapeutics - CRISPR Therapeutics specializes in gene-editing medicines using the CRISPR technique and has received regulatory approval for its product Casgevy, which targets blood-related disorders [4][16]. - The company is developing CTX310, a therapy aimed at lowering LDL cholesterol and triglycerides, with a potential market of 40 million patients in the U.S. alone [7][8]. - CTX310 is an in vivo therapy, which simplifies administration compared to Casgevy, potentially leading to significant share price increases if clinical progress continues [8][17]. - The company has a meaningful addressable market for Casgevy, estimated at 60,000 patients, with a high price point of $2.2 million in the U.S. [16][17]. Iovance Biotherapeutics - Iovance Biotherapeutics has an approved therapy, Amtagvi, for advanced melanoma, generating $67.5 million in revenue, reflecting a 13% year-over-year increase [9][13]. - The company estimates that around 8,000 patients die from melanoma annually in the U.S., indicating a significant need for effective treatments [10]. - Iovance is pursuing international approvals for Amtagvi, having already succeeded in Canada, and is targeting markets in Australia, the UK, and the EU [11]. - Despite the potential for label expansions, the complex administration process of Amtagvi limits its market potential, and the company lacks a strong commercial partner [14][15].

Core Insights - CRISPR Therapeutics AG (NASDAQ:CRSP) is highlighted as one of the top 10 stocks to buy from Cathie Wood's ARK Investment portfolio, representing approximately 3.8% of the portfolio with a value of around $634 million [1] - The stock has a moderately positive outlook, with 60% of analysts rating it as Buy or equivalent, and a consensus 1-year median price target of $80, indicating nearly a 50% upside potential [2] - Citi analyst Yigal Nochomovitz maintains a Buy rating on CRISPR but has adjusted the price target from $87 to $77 [3] Financial Performance - In Q3 2025, CRISPR reported a net loss of $106.4 million, an increase from $85.9 million in Q3 2024, attributed to higher collaboration expenses [5] - The company maintains a strong balance sheet with cash and cash equivalents totaling $1.94 billion as of the end of September [5] Clinical Developments - CRISPR announced positive phase 1 clinical data for CTX310, a gene-editing therapy targeting the ANGPTL3 gene, which aims to lower triglycerides and LDL cholesterol in patients with severe dyslipidemia [4] - The Chief Medical Officer emphasized the significance of the trial results, marking a milestone for in vivo gene editing and supporting the advancement of CTX310 and the broader cardiovascular gene-editing portfolio [5]