I insist Crispr Therapeutics is ready for a massive assent

13 בינו׳

Yes this is an update, here is the fantastic company mired by shorts with an incredible line of therapies to churn trillions of dollars in revenue, with all the financing it needs to make this business become larger than and yof the pharma largest players including Pizer

16 בינו׳

הערה

CRSP Crispr Therapeutics .... $768 per share at present.... that is a 20x today
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January 15, 2025
CRISPR Therapeutics (CRSP) Overview:

Strategic Priorities: CRISPR is advancing its flagship product, CASGEVY, with strong demand and payer support, alongside expanding its pipeline with key updates expected in 2025.
Financial Health: Starting 2025 with a robust $1.9 billion in cash reserves, positioning the company for aggressive growth.

DCF Valuation Insights:

Future Value Projection: A highly optimistic scenario suggests a share price could reach around $1,078 in 5 years, based on aggressive market penetration, successful new therapies, and favorable market conditions.
Present Value Calculation: Discounting this future value back to the present using a 7% discount rate gives an intrinsic share value of approximately $768.73 today. This suggests significant potential upside if all goes perfectly.

2025 Milestones:

CASGEVY: Continued momentum with quarterly updates on patient access and treatment outcomes.
Pipeline Updates: Clinical advancements for CTX112, CTX310, CTX320, and CTX131 expected throughout 2025, potentially catalyzing stock movement.

Market Implications:

Earnings Imminent: CRISPR's next earnings are slated for February 18 or 19, 2025. Watch for updates on CASGEVY's commercial performance and any surprises in R&D progress which could sway investor sentiment.
Growth Potential: With a DCF suggesting a share price in the 900s in five years, and a present value near $768, the stock could be seen as undervalued, potentially driving interest if positive developments align with projections.

Investment Considerations:

High Risk/High Reward: The biotech sector's volatility, coupled with clinical trial outcomes and regulatory hurdles, means this valuation carries substantial risk.
Catalyst Events: Upcoming data updates and potential regulatory milestones in 2025 could serve as significant catalysts for share price movement.
Market Sentiment: If investors buy into the growth narrative supported by successful product launches and regulatory wins, CRSP might see accelerated appreciation towards these ambitious projections.

Conclusion: CRISPR Therapeutics stands at the forefront of gene editing with a promising pipeline and a strong balance sheet. The DCF model suggests exceptional growth potential, but investors should be mindful of the speculative nature of these projections in the dynamic biotech landscape. Earnings in mid-February could provide clarity on the company's trajectory, potentially moving the market based on the outcomes presented.

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עסקה פעילה

Very Active: CRSP - is this stock you should not sell for the next probably 10 years or more. This company is going to actually completely take over the regular medication pipeline from Pharma; this company is going to license Pharma this new technology. Pharma will make much more money by utilizing this technology than their pill technology. Why? Very simple: you get paid upfront for this therapy. So for example, for sickle cell disease, the cost is $2.6 million per cure. However, the same treatment for somebody with sickle cell disease over their lifespan is going to be around $3.1 million in insurance cost. Now if you NPV (net present value) these quantities, you will see that the one that treats the disease as a chronic malady is so much cheaper after net present value of the revenue. It's probably 1/8 to 1/4. Meanwhile, licensing the therapy and getting paid the $2.6 million covered by insurance is a matter of fact because insurance should cover this because you get a person and that person works and produces tax revenue and therefore makes money for the government. So the only bottleneck I see here is insurance; insurance would like to pay over time. But the government will end up subsidizing these treatments. For now, the treatments are for the rich and famous and that has plenty of room for CRSP to continue growing. New earnings are about to be announced soon. I think this is going to be the first time that this company will make revenue. They have these two therapies, the sickle cell disease and the T cell hyperactivity disease that is observed in cancer patients at the rate of 3%. Now remember almost 100% of the global population will die of cancer. So that 3% is very important. It's a huge number. The therapy for T cell hyperactivity after chemo costs $1 million to fix that. Both therapies fix the diseases that they are treating and they are only these two therapies for now because in vivo, that means treating somebody inside the body, is not being done at the moment because they want to study ramifications. So these two therapies are outside of the body. In the sickle cell case, they take the cells out of the body, fix them and reinject them, same with the T cells. So this company in my opinion will explode to no end. Now I've calculated the increasing value of the shares if they start selling these therapies and it comes at $1075 with a market penetration of 2%. So there you are my good friends. This is the rocket. Do not sell this company for any money. OK don't sell the shares. Keep them. I think they will continue appreciating. I think we're gonna go straight to $88 this time but I have a feeling that we could go all the way back to 200+ and continue growing. This message is for every pharma CEO. If you don't license from CRSP, you should be fired. You don't know what you're doing. CRSP will increase the bottom line of every Pharma company that licenses this therapy.