• 简

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    How Investors May Respond To CRISPR Therapeutics (CRSP) Earnings Amid Slow Casgevy Uptake Concerns

    Simply Wall St·12/20/2025 10:14:27
    语音播报
    • Earlier this week, CRISPR Therapeutics drew attention as investors focused on an upcoming earnings report that is expected to show a sharp year-over-year decline in earnings and revenue, despite having an approved gene-editing therapy, Casgevy, on the market.
    • The contrast between Casgevy’s slow initial uptake and the company’s solid balance sheet has sharpened debate over its near-term business momentum and longer-term positioning in gene editing.
    • We’ll now examine how concerns about Casgevy’s slower-than-hoped commercial uptake may reshape CRISPR Therapeutics’ investment narrative.

    These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

    What Is CRISPR Therapeutics' Investment Narrative?

    To own CRISPR Therapeutics, you really have to believe that its early commercial struggles with Casgevy are a temporary speed bump on the way to a broader gene-editing platform story. The latest share pullback around expectations for weaker earnings and revenue reinforces that the near-term stock driver is sentiment on Casgevy’s launch rather than the company’s longer-term pipeline in cardiovascular and in vivo editing. That said, the market already knew CRISPR was loss-making with a very small top line, so the projected decline does not obviously change the key short-term catalysts: clearer Casgevy uptake data, progress on CTX310 and CTX320, and any signs of partnering or M&A interest. What it does sharpen is the risk that cash burn stays high while commercial traction and pipeline milestones take longer than investors once hoped.

    However, there is a risk around how long its cash can comfortably fund this level of losses. Despite retreating, CRISPR Therapeutics' shares might still be trading above their fair value and there could be some more downside. Discover how much.

    Exploring Other Perspectives

    CRSP 1-Year Stock Price Chart
    CRSP 1-Year Stock Price Chart

    Seventeen fair value estimates from the Simply Wall St Community span roughly US$15 to US$127 per share, reflecting very different views on CRISPR Therapeutics. Set that against slowing Casgevy uptake and persistent losses, and it becomes clear why opinions on the company’s future performance are so far apart. You may want to compare several of these perspectives before deciding how the stock fits your own expectations.

    Explore 17 other fair value estimates on CRISPR Therapeutics - why the stock might be worth less than half the current price!

    Build Your Own CRISPR Therapeutics Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    No Opportunity In CRISPR Therapeutics?

    The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.