CRISPR Therapeutics AG Dossier
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SectorHealth Care IndustryBiotechnology Beta (adjusted)1.49 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $55.44Price as of 1 Oct 2026 Data confidenceNot applicable Market Cap $5.4B Enterprise Value $5.7B Shares Outstanding 99.7M diluted Next Earnings Date5 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary CRISPR Therapeutics AG is successfully transitioning from a pioneering clinical-stage biotech into a commercial-stage leader, anchored by CASGEVY, the world's first approved CRISPR-based therapy. While sequential revenue from CASGEVY can fluctuate due to the complex ex vivo treatment journey, the long-term commercial potential remains massive with over 60,000 eligible patients globally. Backed by a formidable cash buffer of $2.44 billion following a strategic convertible notes offering, the company is well-positioned to fund its highly diversified next-generation pipeline—spanning in vivo liver editing, off-the-shelf CAR-T (zugo-cel), and siRNA platforms—without near-term dilution risk. The current valuation represents an attractive entry point as the market shifts focus toward clinical execution and pipeline maturity. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$44.00 Mean target$87.56 High · most bullish analyst$291.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $44.0015% Slower-than-expected commercial uptake of CASGEVY due to complex manufacturing logistics, high treatment costs, or safety concerns. Pipeline setbacks or delays in clinical trials for in vivo programs could lead to prolonged cash burn and downward pressure on the stock. Base CaseCentral scenario $87.5660% Matches the consensus meanSteady commercial ramp of CASGEVY with gradual expansion of authorized treatment centers and reimbursement coverage. Pipeline programs advance on track with expected H2 2026 updates, maintaining a strong cash runway and validating the transition to a multi-product commercial entity. Bull CaseUpside scenario $291.0025% Rapid acceleration of CASGEVY patient initiations, swift FDA approval for the pediatric (ages 5-11) cohort, and positive clinical readouts for zugo-cel in autoimmune diseases and CTX310 in cardiovascular disease. This triggers a major upward re-rating as the platform's versatility is validated beyond hematology. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |