CRISPR Therapeutics (NasdaqGM:CRSP) 2026 Conference Transcript

Summary of CRISPR Therapeutics Conference Call Company Overview - Company: CRISPR Therapeutics (NasdaqGM:CRSP) - Event: Virtual Oncology Leadership Summit - Date: February 18, 2026 Key Points Industry Focus - CRISPR Therapeutics is engaged in multiple disease areas, with a strong focus on oncology, cardiovascular diseases, autoimmune diseases, and Type 1 diabetes [3][4] Oncology Programs - ZugoCell (formerly CTX112): A next-generation allogeneic CAR-T therapy targeting CD19, designed to improve potency and safety compared to earlier generations [4][5] - Allogeneic CAR-T: Made from healthy donor-derived cells, with advanced edits to enhance efficacy and safety, aiming for autologous-like performance [5][6] Key Edits in ZugoCell - Beta-2M Knockout: Prevents immune system from recognizing allogeneic cells as foreign, enhancing persistence [8][9] - RGNASE1 Knockout: Retains a naive T cell phenotype, allowing for better expansion and reduced exhaustion [10][11] - TGF-beta Receptor 2 Knockout: Prevents exhaustion of CAR-T cells, enhancing potency [10][11] Clinical Strategy - Autoimmune Diseases: Rapidly enrolling patients for indications like lupus, myositis, and scleroderma, with plans to expand further [17][18] - Oncology: Aiming for high complete response (CR) rates and durability, with initial CR rates for ZugoCell reaching nearly 70% [20][21] Regulatory Pathway - Parallel development in oncology and autoimmune indications, with discussions with regulators expected to guide future trials [27][28] Pricing Strategy - Targeting a price point of around $200K for allogeneic CAR-T therapies, significantly lower than current autologous therapies priced at $350K-$400K [52][53] In Vivo CAR-T Development - Developing both transient and permanent CAR-T therapies using LNP-mediated delivery, with a focus on safety and efficacy [54][55] - Permanent CARs could potentially eliminate tumors with a single injection, offering a significant advancement in oncology [56][57] Market Opportunities - Significant potential in both U.S. and international markets, particularly in regions where autologous therapies are not feasible due to cost and availability [48][49] Future Directions - Continued focus on data collection and analysis in both oncology and autoimmune spaces, with a strong emphasis on achieving long-term remissions and safety [31][32][39] Conclusion - CRISPR Therapeutics is positioned to make significant advancements in both oncology and autoimmune therapies through innovative CAR-T technologies, with a clear strategy for regulatory approval and market entry.