Is Gene Editing the Future?
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- čas přidán 5. 09. 2024
- CRSP Stock is currently the biggest gene editing stock by market cap and the one likely to have the first gene editing therapy approved and marketed. Exa-cel is pending a decision on December 8th for sickle cell disease or SCD and March 2024 for transfusion dependent beta thalassemia or TDT. A recent report looked at pricing exa-cel and lovo-cel, a gene therapy by Bluebird Bio that will also provide a cure for SCD. Both therapies have been given a "fair price estimate" midpoint of $1.7 million so we can now start estimating what cash flows might look like for the 25,000 eligible SCD patients and 7,000 eligible TDT patients. Investors in CRSP stock need to temper their expectations as there are quite a few unknowns remaining. If the exa-cel approval next month makes $CRSP stock move in either direction, expect that tide to move all gene editing stocks. The next gene editing stock to watch for an approved treatment should be Intellia. If you're invested in CRISPR Therapeutics stock, this video is a much-watch.
RESEARCH PIECES USED IN THIS VIDEO:
1. Revisiting the Three Biggest Gene Editing Stocks
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2. Beam Therapeutics Stock: A Leader in Gene Editing Tech?
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3. A Complete List of 27 Gene Editing Stocks
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CHAPTERS:
Intro
The founder of CRISPR Therapeutics
The gene editing patent battle
The exa-cel opportunity
CRISPR and Vertex
Lovo-cel and exa-cel
Potential profits for $CRSP
Valuing CRSP stock
BEAM and Intellia
ARK invests in gene editing
Conclusion
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#GeneEditing
$BEAM
$CRSP
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Exacel approved today in the UK, first crispr therapy approval!
Thank you for the heads up. Not sure how meaningful that is. Would FDA approval be the important one here?
@@Nanalyze actually, this is huge as it is the first approval… this will also make FDA approval more likely, and together there will be two markets for the treatment.
@@ericganz4432 These approvals are expected, so wouldn't exactly call them huge. There are still a million things that can go wrong. The only "huge" news is bad news.
Thanks Joe! I’m currently writing a perspective paper on the central dogma in biology - decoding how the genome and environment affect the metabolome. Until we have better non-destructive tools to measure metabolite content (paired with existing destructive gene sequencing tools) we won’t have the correlative datasets to map active gene clusters to end biomolecule products. These guys are still shooting in the dark and it won’t change until we have high-throughput cell screening with chemical imaging microscopes
I should say there addressing the low hanging fruit for gene therapy, and it works bc they’re only changing single genes, my point relates to future applications
You're the subject matter expert I wish I was Adam. ;) Sounds like an interesting paper! It's really nice to have a community of subject matter experts to chime in and keep us all grounded. Joe P.
I appreciate the thought and objectivity you put into your videos.
We're glad it's noticed, thank you!
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Do subscribers already get this Joe? or do you need to sign up for it seperately..
@@Petch1 Good question. Paying subscribers get our Premium newsletter, so no need to sign up for the free one.
Certainly watching the news... increasing my position a bit amidst the hype.... but expectations and profits seem high... :)
The time to increase is before the hype! ;)
Agreed. It has been a volatile ride and my current order is less than my average position anyway. I am an avid watcher FDA approval as made the hype. Thank you for the advice. Buy Low sell high.:-)
Thx! Concise, good info. Sub’d
Thank you for the sub! Glad to hear you liked the video :)
Fantastic job. Keep the educational content coming
Thank you. We will!
New sub, I like the info and you interact in the comments, that’s being in the trenches!
You have to be, otherwise things go downhill in a hurry. Having a manicured comments section is a competitive advantage these days.
What a week for genetics stocks my crsp and beam and verv wow
Short term stock price movements aren't the sort of life-changing gains most gene editing investors hope for. There will be good news and bad news. Let's hope it's mostly the former going into the future.
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Oh boy. Incoming: czcams.com/video/SSXpuy76jfw/video.html
Single gene editing to me is limiting. This stuff is still probably still decades away from true dna modulation which would surely involve multi gene editing and understanding the macro actions of doing so
Basically what Adam said below
Yep, it's early days indeed
Also, CRSP has a path to a diabetes treatment = $$$$$$$$$$$$$$
They have a path to a lot of things. Getting there is a different story.
I am thinking they get acquired by Vertex or Anylam at some point. Their market Cap is just so tiny.
It's not "tiny," it's what the market assigns to the intrinsic value of this business. Speculating on M&A events doesn't add value.
$CRSP Does anyone have any insight as to HOW they will market their treatments so they can begin generating revenue? Has this been talked about?
Good question. Maybe we can look at how Vertex is marketing their current therapies for inspiration.
Beam recently sold their rights to a programme to lily which was a good move imo it shored up their balance sheet and the data wasn't one that blows people away now beam can focus on the other programs
Their cash balance is said to last them through 2026 but they need to start getting closer to having something to commercialize.
Hi do you think it will pop and drop find new levels? What is the next milestone for CRSP after beta thelassimia, and sickle cell? How far away are we? Happy Turkey Day
We take milestones one at a time and we don't speculate on share price movements. Happy Turkey Day errbody!
Please do a video on Intellia
There isn't a ton to add to the overall story, but that's not a bad idea considering how popular these topics are. We'll see.
So don’t buy BEAM?
Hang on, we'll ask our on-staff fortune teller. She says that when we post a video on BEAM in the future, that's when she'll have an answer for you. ;)
this is worth 100billion minimally if it pass
We assume you arrived at that number with a sophisticated Excel model using Monte Carlo analysis on all the key input factors?
Your profit margin is very low.
Good spot! That was actually based on an academic paper that gave ranges for various types of therapies. It's low, but within range. What do you think is more appropriate?
@@Nanalyze thank you. I do not have an actual number in mind. But in biotech gross margins are very high once in the production. Which is why I asked. But again not an expert.
We should know soon enough! Half the fun will be seeing all the revenues start flowing in, provided all goes well.
@GeneInvestingTwitter Let's hope we get to see what both look like
Suggest etf for this theme also
Not enough pure play stocks at the moment. There is an ETF with a very small AUM. Probably best to just buy the stocks manually.