CRSP CRISPR Therapeutics AG

$CRSP this stock deserves a complete valuation reset after that data this morning. Hoping for great data tomorrow morning as well 🤞

$CRSP market understands the opportunity cost of clinical trials. these readouts are simply too early for the market to buy into, theyll wait until data from larger cohorts in pivotal trials. these early data bring confidence to the investors that watch closely, and for the company to advance into pivotal trials. the next significant company-specific move would be after a pivotal trials readout or if they turn cash flow positive from casgevy. other catalysts that may slightly boost the stock are partnership on 310, and an approval from NTLA in vivo therapy 1H 2027. BEAMs ristocel approval may hurt short term. we also cant forget about CTX611- phase 2 readout in TKA by EOY, there is a high unmet need in the $20B anticoagulation market due to bleeding risk, especially post-surgery. 611 is the one of only a few long acting siRNA targeting FXi in the clinic, and there are multiple small molecule inhibitors.

$CRSP Gene Editing Therapy Trial Dramatically Lowers Dangerous Blood Fat Levels One-time treatment reduced triglycerides by nearly 65% after 30 days

$CRSP This could go up 10 dollars today and it would mean nothing...just like this decline means nothing. Data and sales mean everything. People tend to get excited and anticipate something in the works when it moves higher. Then, because they were excited and almost certain the rally was happening because of an upcoming, unannounced catalyst, they become extremely disappointed when the stock sells off to previous low. It's a long game. Relax. Follow the data, follow the companies performance if you are an investor. What you really don't want to do is start buying as an investor and end selling as a trader. You'll sell way too early after wasting so much time being patient.

$CRSP this is definitely a hard stock to hold - plenty of positive catalysts seem unable to move it. But Remember july last year, Simeon George bought ~1m shares at $52... that's a while back now, so presumably a huge price surge wouldn't be frowned upon right? Right??

$CRSP so, despite today’s blip, Citigroup’s target has gone up to $90 following Q3 results. Admittedly only from $88 but right direction and pre-data readouts

$CRSP ah here we go again. Time to reload at 46 for longs. Really easy to just buy at 46 and sell at 58 rinse and repeat

$CRSP $NTLA $PRME I really think these are where AI was in 2017. Charts dont lie! I dont have CRSP but NTLA and PRME are now my biggest holdings.

$CRSP If you guys havnt figured out to buy at 50 or lower and sell above 60 yet... i've done it 4 times in the last few months and 10+ total. My most consistent earner at this point

$CRSP Another missed earnings. Will this ever overcome and start ripping? I’ve been here for many years now, and still waiting.

$CRSP Sittin' in the mornin' sun I'll be sittin' when the evenin' come Watching the ships roll in And then I watch 'em roll away again, yeah I'm sittin' on the dock of the bay Watching the tide roll away I'm just sittin' on the dock of the bay Wastin' time

$CRSP the BOD seems to have no ability to enhance shareholder value, despite their repeated predictions

$CRSP 🏥 CRISPR Therapeutics AG reported clinical data at ACR Convergence 2026 showing 83% (5/6) of systemic sclerosis patients achieved clinical response at Month 3 with zugocabtagene geleucel, all nine idiopathic inflammatory myopathy patients achieved moderate or major TIS response, and the therapy was well tolerated across 21 dosed patients. Curated for market relevance

$CRSP if good data next week doesn’t send this thing higher I think it’s literally just dead money at this point

$CRSP This chart really reminds me of AMD in 2017-18 when I bought it for 10 and sold at 12 three separate occasions. I bought it again years later at 140 and sold around 280. I do feel like the time frame of gains will be similar....and I will be holding the entire time.

$CRSP Should get some analysts notes this afternoon/tomorrow. On days like today when everything else is ripping, gene editing gets little love. Would not bu surprised if we got a little delayed pop tomorrow.

$CRSP also notes that 750 patients have intiated treatment worldwide- i believe this is cumulative total of all patients ever treated with casgevy. if we subtracted the already realized cumulative revenue from 2024-26 ($344M) from the total revenue of 750 patients ($1.65B at $2.2M/patient), one might roughly estimate that only 155 patients worth of revenue has been realized, suggesting there is likely still $1.3B in unrealized future revenue expected. casgevy might officially become a blockbuster drug in 2027, which is very exciting for both the companies and patients.

$CRSP The process works like this: 1. The company applies through its Investigational New Drug application, explaining the treatment, the serious disease, available alternatives, and the unmet need. 2. It provides preliminary human clinical evidence, including patient numbers, outcomes, monitoring, and study methods. Those results don’t need to have been publicly presented. 3. FDA’s review team evaluates the request, with a statistical reviewer assigned. FDA must respond within 60 calendar days. To qualify, the treatment must be an eligible regenerative medicine therapy for a serious or life-threatening condition, with preliminary clinical evidence suggesting it could address an unmet medical need. It doesn’t have to prove superiority over existing medicines at this stage. For CTX310, that makes RMAT an encouraging signal: FDA judged the submitted evidence sufficient to meet those criteria. CRISPR announced designations for both severe hypertriglyceridemia and elevated LDL-C.

$CRSP this is pretty big news too that I think is being overlooked. These FDA designations can ultimately provide a path for accelerated approval. I’m expecting a good data readout next week given this information…

$CRSP 2. Zugo-cel / CTX112 (Allogeneic anti-CD19 CAR-T) Zugo-cel is an "off-the-shelf" (allogeneic) CAR-T cell therapy. Unlike Casgevy, which requires custom manufacturing for every patient, zugo-cel is pre-manufactured from healthy donor cells. It is currently being evaluated in oncology (aggressive B-cell lymphomas) and across a massive autoimmune basket (Lupus/SLE, Systemic Sclerosis, Myositis, and Multiple Sclerosis). • Odds of Approval: ~45% to 50% (High for early stage) • Odds of Commercial Success: ~75% (Very High) • The Narrative: Zugo-cel could become an absolute blockbuster. Conservative Zugo-cel Timeline • November 8, 2026: Updated Phase I clinical data,, American College of Rheumatology Convergence. • 2027: Initiation of a multi-cohort registrational Phase II/III trial across multiple distinct autoimmune indications. • 2028–2029: Accelerated Phase III readouts and Biologics License Application (BLA) rolling submission. • 2030: Earliest Conservative FDA Approval / Commercial Launch