Sandeep reviews CRISPR Therapeutics (CRSP). Revenue recognition and other nuggets!
Vložit
- čas přidán 5. 09. 2024
- Greetings, fellow investors! Welcome back to ShareTreck. I'm Sandeep and today I am going to discuss Crispr Therapeutics (CRSP stock) and I share some interesting facts you might have missed.
Please let me have your ideas and opinions as well. I have provided time stamps so you can jump to the right section.
JOIN THE CHANNEL AS A MEMBER:
Please check out the membership offering and join me in the exciting new chapter for ShareTreck, Thanks for your support so far and looking forward to much more. Use the link below to join or click on the Join button on the bottom left of your screen or copy the link below to your browser address bar and press enter.
/ @sharetreck
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.
Disease and therapy details are derived from news articles and publications by companies or research organizations. I am not a doctor but am only facilitating dissemination of published information.
I prefer personally this format, thanks Sandeep!!
Michel Jackson glove just sky rocketed on stocks.
Chaa-moan
Thank you Sandeep and Raj. I for one will always take the numbers. I can do the math but not the compiling. I don't know if its interesting to you guys, but perhaps a crash course on the basics of fundamentals? Might be a fun genereic course. Perhaps apply it some of the favs?
👍
Hi Josh
Thanks for the comment
I would LOVE To do that Josh.
I am curious how many folks would also like something similar.
How to make the excel models and where to draw models from.
Takes time tho I wonder how many would be interested:^)
sure, all that...but even what are the measurements used? P/E, Ratio, even market cap for people that don't know. Perhaps short interest. Not just how to make the models, but what are some basics of fundamental analysis. What is important? fundamental stock analysis...is it different than fundamental company analysis? The actual nuts and bolts like the accounting based video you did on company analysis was also very much appreciated, but I think there is a category of "basics" which could be made interesting or even a little dynamic. @@Inf
@@joshs8860great idea
Thank you Josh
I got a table of what each of the ratios mean but it's kind of boring. Easier if I put out a video or two with some live stock examples and where to find the data
This is a REALLY good idea Josh
I am excited and hyped 😁
The more suggestions the better can cater to the friendos who want
There must be a ton of good and achievable projects to be had! @@Inf
I wonder if any larger pharma company will attempt to buy CRSP knowing genomices are the future...?;
Anything is possible but I think CRSP don’t want to be acquired.
@@ShareTreck I agree..but it would be interesting to see how much a potential acquisition by another company would offer them per share
@shaneolsen1923 let’s see if Sandeep has any idea. Ashwat Damidaran of NYU says that valuation can be anything. I believe he is right. Desperate companies sell out cheap. Desperate acquirers may pay substantial premiums.
@@shaneolsen1923definitely maybe - really unique technology. If anyone would by CRSP, vertex might be the front runner.
Although from what I've seen the number would have to include all assets and debt (currently zero)
Then an investor group would make an offering and up to owners to accept. Can be huge :^)
Great question
Did what I say help at all with answering
Thanks Sandeep and Raj, great video! Can you reconfirm them TAM opportunity. I am getting total of $8.6B as TAM based on adding up CRSP’s share of revenues in each country that has approved Casgevy.
We tried our best to get information from different sources. I guess we could share our sources. You already see our breakup of the numbers.
It's an estimate of all the folks suffering from sickle cell from countries where CRSP is approved
Then the 40% crsp share of the 2.2 million to treat before expenses.
Did that answer your question anel
This is the upper end of course - reality would be difficult eh
Nice question
It does answer my question, thanks for the quick response and explanation, really appreciate it!
@@AnirbanGhosh-eu5fm 😁
$2.2M per treatment on Sickle cell, jeez😢
There is one at 3.1 million
Insanely price eh Gerry.. I was dumbfounded myself and had to double check the cost. Wow...
The cost of this treatment will be offset by Insurance and other factors so the cost of this treatment will be lower down the road, still pricey of course (compared to the initial cost for the therapy). At the end of the day, it is about someone's LIFE so the choice is simple really. To live! The approvals by FDA and in Europe is just the tip of the iceberg for CRISPR and I'm in it for the long run.
@localbraddah07 agreed. But just look at numbers in Saudi Arabia. That country can afford.
@@ShareTreck That too! If you HAVE the money like Saudi does (oil Tycoons), this is easy money to spend on a loved one.
Quiero ser curado del VIH
Suscríbete a www.CZcams.com/sharetreckhiv Todo el contenido sobre VIH está en ese canal.