Are CRSP stock and Beam stock worth this much?
Vložit
- čas přidán 5. 09. 2024
- In this video, I try to work out the value of CRISPR and BEAM shares and would like to know what you think? Below are the links to articles referred in this video for source data. This video is not a definitive valuation exercise but a conversation starter. Very keen to know what you think and what your ideas would be for valuation.
Current cost of treating sickle cell disease in USA:
pubmed.ncbi.nl....
Lifetime cost of current treatment for sickle cell disease per patient.
www.ncbi.nlm.n...
Cost of CTX001 as per Jennifer Doudna:
www.cnbc.com/2...
Link to my FDA approval process video: • CRISPR stocks and the ...
Please subscribe: / @sharetreck
The videos in this channel should not be construed as financial advice. Always make sure to do your own due diligence and research.
Please do not trade or Invest based on this video. Information provided in this video is not investment advice and is for entertainment purposes only.
![New Gene Editing Stock [Should We Buy?]](http://i.ytimg.com/vi/8k83pekwtcU/mqdefault.jpg)
Just recently found your channel and appreciate your videos and subscribed 👍
Thanks buddy!! Much appreciated and thanks for subscribing. 👍
Not just this video but really like your channel. You breakdown the mountain of technical information well !! Thank you
Thanks you for your kind words and taking the time to comment. Much appreciated! Means a lot to me!
I like your thinking
🙏
Thank you for the interesting video, and framework.
In addition - both companies have additional treatments in their pipelines, and there is a significant time-to-market gap between the 2 companies.
On top of that I wonder how the stock market will react to a potential first FDA approval of a CRISPR treatment. Will it be a "Big Bang" affecting the entire sub-sector, or more of a gradual reaction?
I think first CRISPR approval will lift all boats. And competitors that have same therapy still under CT will probably take a minor hit for a short while unless they have other advanced pipeline items in play.
Thank you for informative video 👍
Thanks Daoud. Glad you liked it!!
The current cost estimates for treatment are flawed because they don't take into consideration the reduction in expense that will occur with mass production in the future. In example; how much in 2022 dollars did the first dose of penicillin cost? After products are approved and production begins it is natural that advancements in production will lower the product costs. At first the products may have high expense, but over time the cost will go down and the availability will go up.
Totally agreed. I had to use an existing cost estimate and only one was available. Economies of scale will surely reduce costs. I think today I will elaborate a little more in my Sunday Edition. Thanks for your feedback.
I am attracted to Tesla for the battery storage. PG&E is installing a bunch of their battery storage systems in California. Nobody is even talking about that yet.
Good morning Jesse! I am totally a fan of Tesla and was hoping to be doing daily analysis but our channel is pure CRISPR. However, TSLA was and is at a low enough price to give great profits to put back into Genomics. Hidden assets of TSLA is structural battery, storage innovation and potentially future robotics using FSD when completed.
What are your two favorite gene editing companies?
CRSP & CRBU
Do you think CRISPR stock could be the next Apple stock?
I think in the early days of the channel, I had expressed those sentiments. The potential is there and they seem to be executing well. Just the market has to come out of negative sentiment and maybe by end of 2023, we may see a take off!
I think 2023 maybe a huge year for CRISPR/Vertex because of potential FDA approval of SCA treatment via CRISPR. I don’t see too many speaking about Vertex Pharmaceuticals stock. The VRTX stock is up 43.74% in the last year alone which is pretty impressive despite the bear market we have been in since January 2022.
Imagine where VRTX stock value could potentially be after FDA approval of SCA. Vertex will be receiving 60% profit on SCA treatment via CRISPR.
I sincerely think you should invest more in youuuu! Most of these technologies and companies sell dreams.. you will never be rich thanks to them... Buy a house or field and be happy
Well said my friend. But for young people it is important to take risk and build wealth over and above buying a house. But, yes your advice is sound. 👍
FIRST! so the target price is not over 9000?
Sadly not 😂
I also have wondered about a universal license. My thoughts have led me here: if an open source cas systems becomes available, companies like beam and CRISPR can now use there proprietary enzymes and also the open source versions. And won’t these companies have all the know how and expertise for applying cas enzymes anyways? Ultimately a universal liscense seems bullish for these companies. Just my thoughts, subject to change.
Thanks Alec, seems logical to me. This is a very complex subject once the uncertainty of FDA certification is over come and then the proven therapy becomes the focus of society at large, it will be impossible to deny treatment based on cost and so there will have to be innovative structuring of costs so that innovation does not stop. It is unlikely that capitalistic impetus will have to be replaced by not for profit impetus from the government. Let us see how it unfolds.
@@ShareTreck one thing that could really change the market: what if the FDA created a fast track or pre approval for cas enzymes that have already proven to be safe? That’d be awesome
@@alecpokrandt3322 I had not thought of that. It would be a very good foundational step towards reducing the FDA approval lead times and can bring forward monetization. I hope they might be doing it already in some form or other.
i never mind how long videos are, just don't make 3 minute clips well... actually make them longer then 10 at least.
Sure thing!! Hope you enjoyed the video!