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CRCRSP

CRISPR Therapeutics AG

$CRSP·$5.2B·Biotechnology·Healthcare
$56.98-1.3%YTD+0.7%1Y+8.2%
Mentions · last 7 days
2026-08-22: 15 posts2026-08-23: 16 posts2026-08-24: 17 posts199+9%
Price updated 5h ago·X counts updated 7d ago
CRCRSP
$CRSPCRISPR Therapeutics AG
$56.98-1.28%199 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRSP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-30

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

First commercial CRISPR name with an in-vivo readout and Ark's $5B revenue estimate — the print will decide it.

CRISPR Therapeutics is the developer of CASGEVY (the first approved CRISPR medicine, for sickle cell disease) and a pipeline of in-vivo editing candidates. The stock is roughly flat YTD, +9% TTM, and the recent Phase 1a CTX310 readout is the reason the setup has shifted.

  • The P&L is early-commercial: quarterly revenue ran $892k / $889k / $864k / $1.46M as CASGEVY commercialization ramps slowly, gross margin sits deeply negative because of ongoing R&D and manufacturing burn, quarterly EPS at $-2.40 / $-1.17 / $-1.37 / $-1.28 — analysts model $39M of full-year revenue and $-4.88 EPS, so this is still a pipeline-value name, not a commercial-margin name.
  • The CTX310 Phase 1a data is genuinely differentiated: CRISPR presented at ESC showing deep and durable ANGPTL3 editing with triglyceride and LDL lowering — that's an in-vivo, single-injection lipid-lowering treatment which, if it holds through later phases, competes with statins/PCSK9s in a large chronic market.
  • The commercial framing is the ultimate question: Ark Invest's $5B CASGEVY revenue estimate versus Wall Street's $1-2B consensus is a wide gap, and the reality will fall somewhere in between — the answer determines whether the equity is priced at 5x future revenue or 30x, and the sell-side hasn't converged.

A Nov 9 print that shows CASGEVY revenue accelerating and further CTX310 dosing extends the coil; a soft CASGEVY commercial number, a CTX310 safety signal, or a competitive in-vivo readout from Verve/Intellia is what invalidates the setup.

Agrees with X sentimentX's bullish framing is well-anchored on the CTX310 Phase 1a readout and the Ark revenue framing; the hidden bearish weekly divergence is a chart signal that doesn't rebut the underlying pipeline case.

What to watch: The Nov 9 Q3 print — CASGEVY commercial ramp, CTX310 dosing cadence, and any pipeline update on the next in-vivo candidates. A CTX310 safety signal or a Verve/Intellia competitive readout is what invalidates the coil.

On the calendar: 2026-11-09 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment16 posts analyzed · as of 2026-08-31

Sentiment is bullish and unusually catalyst-driven, revolving around the CTX310 ANGPTL3 data CRISPR Therapeutics presented at ESC 2026. Traders cite deep, durable one-year reductions in LDL and triglycerides after a single infusion, with the stock 'coiling beneath resistance' and multiple timeframes turning bullish. One caveat surfaces around 'hidden bearish divergence' on the weekly chart, but the dominant read is a biotech breakout waiting for a clean push through $61.

Read the AI verdict + X sentiment for $CRSP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops CRISPR-Cas9 gene editing therapies, with Casgevy approved for sickle cell disease and beta-thalassemia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CRSP.

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $CRSP

Partial — upstream oil & gas exposure ties to commodity price cycle; CRISPR Therapeutics AG (CRSP) is a biotechnology firm dedica.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-21.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-134%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-8.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1218.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-30.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-53.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$-0.94$-1.19+21.0%
Q1 2026May 4, 2026$-1.28$-1.19-7.6%
Q4 2025Feb 12, 2026$-1.37$-1.15-19.1%
Q3 2025Nov 10, 2025$-1.17$-1.26+7.1%
Next earningsMon, Nov 9·consensus EPS $-1.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5M+68.6%-3346%-8933%$-1.28$-109.4M
Q4 FY25$864K-97.5%-6771%-17913%$-1.37$-93.1M
Q3 FY25$889K+47.7%-7177%-14855%$-1.17$-84.7M
Q2 FY25$892K+72.5%-5478%-14918%$-2.40$-114.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$39.1M$3.8M – $172.5M-$4.88-$5.85 – -$4.0514
FY27$145.7M$2.1M – $547.1M-$3.72-$5.54 – -$1.3314
FY28$579.2M$1.6M – $3.4B-$2.57-$10.54 – $11.1210
FY29$2.5B$22.3M – $11.9B$3.38-$0.97 – $20.235
FY30$6.1B$55.8M – $29.7B$17.29-$4.98 – $103.605

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.37%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 96.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 29Naimish PatelChief Medical Officer3.8K sh$211KSellMar 23James R. KasingerGeneral Counsel and Secretary3.2K sh$149KSellMar 23Samarth KulkarniCEO10.0K sh$469KSellMar 23Raju PrasadCFO3.7K sh$173KSellMar 16Naimish PatelChief Medical Officer3.1K sh$152KSellMar 16Raju PrasadCFO9.9K sh$476KSellMar 16James R. KasingerGeneral Counsel and Secretary3.5K sh$166KSellMar 16Samarth KulkarniCEO10.3K sh$499KSellMar 11Samarth KulkarniCEO9.8K sh$517KSellMar 11James R. KasingerGeneral Counsel and Secretary2.8K sh$148K
+ 29 other (17 awards · 10 exempts · 2 gifts) in window

See when $CRSP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

CRSP (CRSP) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KMaterial agreementMar 168-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
+ 15 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CRISPR Therapeutics Presents Phase 1a Data for CTX310® Demonstrating Deep and Durable ANGPTL3 Editing, Triglyceride and LDL Lowering at ESC Congress 2026globenewswire.com·4d ago4 Gene-Editing Biotech Stocks Worth Watching for Long-Term Gainszacks.com·8d agoBank of America Corp DE Decreases Stock Position in CRISPR Therapeutics AG $CRSPdefenseworld.net·19d agoAgomab Announces Proposed Appointments of Marino Garcia and Dr. Naimish Patel to Board of Directorsglobenewswire.com·21d agoCRISPR: "Strong Buy" CASGEVY Sales Growth And In Vivo Expansion With CTX310seekingalpha.com·27d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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