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 (CRSP) is set to report Q3 2025 earnings, with sales estimated at $6.71 million and a loss of $1.32 per share, reflecting a slight widening of loss estimates from $6.59 to $6.66 over the past month [1][4][5] Earnings Performance - The company has shown a decent earnings surprise history, beating estimates in three of the last four quarters with an average surprise of 18.41%, including a 12.24% beat in the most recent quarter [2][3] Earnings Prediction - A positive Earnings ESP of +3.53% and a Zacks Rank of 3 suggest a potential earnings beat for the upcoming report [5][4] Revenue Sources - Current revenue includes grants and collaboration income from a partnership with Vertex Pharmaceuticals (VRTX), particularly from the recently approved gene therapy, Casgevy, for blood disorders [6][7] Product Updates - Casgevy, the first marketed product in CRSP's portfolio, has seen rising sales, which are expected to positively impact collaboration expenses in the upcoming quarter [7][8] Pipeline Development - CRISPR is advancing its pipeline with next-generation CAR-T therapies and in-vivo candidates, with updates anticipated during the earnings call [9][10] Stock Performance - CRSP shares have increased nearly 63% this year, outperforming the industry and broader market indices [12][13] Investment Thesis - The approval of Casgevy marks a significant milestone for CRISPR, establishing its first commercial revenue stream, with expectations for steady revenue growth as treatment centers increase [15][16] Valuation - CRSP shares trade at a modest discount to the industry, with a price/book ratio of 3.40 compared to the industry average of 3.51 [18] Future Outlook - Continued investment in innovation and updates on the immuno-oncology pipeline are expected to act as catalysts for the stock [19]

Core Insights - CRISPR Therapeutics (CRSP) is the first company to market a CRISPR/Cas9-based therapy, achieving significant success with its gene therapy Casgevy for sickle cell disease and transfusion-dependent beta-thalassemia [1][2] - The company is transitioning focus from ex vivo therapies to in vivo candidates, with ongoing phase I studies for CTX310 and CTX320 [2][3] - CTX310 has shown promising results, with reductions of up to 82% in triglycerides and 86% in low-density lipoprotein levels [3][9] Company Developments - Casgevy was developed in partnership with Vertex Pharmaceuticals, which leads global development and commercialization, sharing costs and profits in a 60:40 ratio [2] - CRISPR Therapeutics is expanding its pipeline with plans to advance CTX340 and CTX450 into clinical studies by the end of 2025 [4][9] - The company’s efforts to diversify its pipeline beyond Casgevy are seen as a positive move in the emerging gene therapy market [5] Competitive Landscape - Competition exists from chronic therapies like Bristol Myers' Reblozyl and Novartis' Adakveo for the same indications as Casgevy [5] - Other companies, such as Beam Therapeutics and Intellia Therapeutics, are also developing CRISPR-based therapies, which may pose competitive threats [6][7] Financial Performance - CRSP shares have increased by 34.7% year-to-date, outperforming the industry average rise of 3.2% [8] - The company is currently trading at a price-to-book (P/B) ratio of 2.68, lower than the industry average of 3.10, indicating a potential valuation opportunity [10] - Estimates for CRISPR Therapeutics' loss per share for 2025 have widened from $5.67 to $6.38, while estimates for 2026 have narrowed from $4.42 to $4.02 [11]

Core Insights - CRISPR Therapeutics (CRSP) shares have increased by 14% over the past month, primarily due to positive results from its in vivo gene therapy candidates [1][10] Group 1: In Vivo Therapy Developments - CRSP reported promising initial results from its early-stage study on CTX310, a CRISPR-based gene therapy targeting ANGPTL3 for atherosclerotic heart disease, showing peak reductions of up to 82% in triglyceride levels and 81% in low-density lipoprotein levels [2][3] - The success of CTX310 has generated excitement for another in vivo candidate, CTX320, which targets lipoprotein(a) and is expected to release initial data by the end of the month [4] Group 2: Casgevy and Market Position - Casgevy, CRSP's approved ex vivo gene therapy for sickle cell disease and transfusion-dependent beta-thalassemia, has seen a steady uptake post-launch, with $14.2 million in product revenues recorded in Q1, up from $8 million in the previous quarter [6][8] - As of May 1, over 65 authorized treatment centers have been activated globally, with nearly 90 patients undergoing their first cell collection [8] Group 3: Future Pipeline and Competition - CRSP plans to expand its pipeline with two additional in vivo programs, CTX340 and CTX450, by the end of the year, while also advancing two next-generation CAR-T therapy candidates [12][13] - The company faces competition from other firms utilizing CRISPR technology, such as Beam Therapeutics and Intellia Therapeutics, which are developing their own therapies for similar indications [14][15] Group 4: Stock Performance and Valuation - CRSP shares have outperformed the industry and the S&P 500 Index, rising 9% year-to-date compared to a 1% decline in the industry [17] - The stock is currently trading at a price-to-book value (P/B) ratio of 2.03, which is lower than the industry average of 3.14, indicating a discount [20]