I Expect Crispr Therapeutics To Break Out As 2026 Revenue Exceeds Expectations

Robert J. Lake1.02K FollowersFollow5ShareSavePlay(34min)CommentsSummaryCrispr Therapeutics AG is positioned for a revenue inflection as Casgevy ramps in 2026, following earlier FDA/EMA approvals for SCD and TDT. Analysts are underestimating the Casgevy revenue ramp.CRSP now trades at the low end of its 4-year range, despite risk mitigation, a very promising pipeline, and a robust balance sheet, creating a compelling entry point.Casgevy’s efficacy is very strong, with >90% response rates, but uptake has lagged due to burdensome preconditioning and patient concerns.I maintain a Strong Buy rating, citing imminent revenue growth, pipeline diversification, and strategic partnerships with Vertex, Sirius, and Eli Lilly. piyaset/iStock via Getty Images Crispr Therapeutics AG (CRSP), headquartered in Zug, Switzerland, is a biopharmaceutical company with a mission to "create transformative gene-based medicines for serious human diseases." With Vertex Pharmaceuticals (VRTX), they have the firstThis article was written byRobert J. Lake1.02K FollowersFollowI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe the key to creating wealth is the slow accumulation of high quality assets, and the key to enjoying the process of investing is to mix this steady approach with some high risk/high reward opportunities, underappreciated turnaround plays, and transformative technologies. I invest with integrity, only putting my money into companies and industries that aim to make the world a better place.I would consider myself an amateur investor, entirely self-taught with no formal education in investing or business, but smart at figuring out who is worth listening to. I read widely and embrace the notion that my own growth comes from learning from others. In my other life, I have been teaching at the college/university level for over 20 years. I have a PhD from Brunel University and am an accomplished academic writer and editor.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRSP, VRTX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.