CRISPR Therapeutics AG

NasdaqGM:CRSP 주식 리포트

시가총액: US$4.8b

CRISPR Therapeutics 경영진

경영진 기준 점검 4/4

CRISPR Therapeutics CEO는 Sam Kulkarni, Dec2017 에 임명되었습니다 의 임기는 8.42 년입니다. 총 연간 보상은 $7.68M, 10% 급여 및 90% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $12.75M 가치에 해당하는 회사 주식의 0.26% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.6 년과 6.9 년입니다.

핵심 정보

Sam Kulkarni

최고경영자

US$7.7m

총 보수

CEO 급여 비율10.01%
CEO 재임 기간8.4yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간6.6yrs
이사회 평균 재임 기간6.9yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • May 21

These Are The Upcoming Catalysts For Crispr Therapeutics Stock

Summary Crispr Therapeutics AG remains a Buy, supported by a robust pipeline, prudent capital management, and deep Vertex partnership despite slow Casgevy adoption. Casgevy's market penetration is limited by harsh preconditioning, but in vivo approaches and gentler regimens could unlock a vastly larger TAM in coming years. CRSP's diversified pipeline—spanning cardiovascular, diabetes, and CAR-T—offers multiple shots on goal, with key clinical readouts expected throughout 2026. Strong balance sheet with $1.65B net cash and disciplined R&D spending provides a 5–6 year runway, minimizing near-term CRSP dilution or capital risk. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

CRISPR Therapeutics: An Uninspiring Start For Casgevy

Summary CRISPR Therapeutics' stock is down 19% since December, with a slow Casgevy launch and significant R&D investments, yet strong cash reserves provide a safety net. Q4 earnings show no revenue from Casgevy yet, but $35M in collaboration revenue from Vertex and a net loss of $37.311M. Despite pioneering technology, CRISPR faces slow gene therapy adoption and stiff competition in CAR-T therapies, with no exciting pipeline developments. CRISPR remains a cautious "Hold" within a barbell portfolio, pending momentum from Casgevy's launch and clinical trial success outside rare diseases. Read the full article on Seeking Alpha
Seeking Alpha • Feb 13

Crispr Therapeutics Q4 Earnings Review: Ignore The Lack Of Revenues, Buy The Future

Summary Crispr Therapeutics AG reported significant revenue declines in Q4 and FY24 due to reduced collaboration revenues, but maintains strong financial health with $298m cash and $1.6bn in marketable securities. Casgevy, a gene-edited therapy for Sickle Cell Disease and beta thalassemia, shows promising clinical results but has yet to generate significant revenue due to lengthy treatment processes. The company is focused on easing pre-conditioning regimes and developing allogeneic and in-vivo therapies, which could exponentially increase the addressable market and drive future revenue growth. With major data readouts expected in 2025 and potential Casgevy revenues, CRSP stock remains a compelling investment despite current share price stasis. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

CRISPR Therapeutics: Unfairly Punished By The Issues Of Its Peers

Summary CRISPR Therapeutics' stock decline is likely influenced by Editas Medicine's struggles, but CRISPR remains a distinct and stronger company with a promising long-term outlook. CRISPR's strategic partnership with Vertex Pharmaceuticals has provided stability and resources, leading to the first FDA-approved CRISPR-based gene editing treatment, Casgevy. Editas' discontinuation of its SCD and TDT program and significant layoffs highlight its precarious position compared to CRISPR's better financial health and strategic advantages. CRISPR's current valuation is attractive, with $1.9 billion in cash and expected revenue from Casgevy, making it a speculative but compelling buy. Read the full article on Seeking Alpha
Seeking Alpha • Dec 29

Crispr Therapeutics: From Casgevy Success To A Catalyst-Rich 2025

Summary Crispr Therapeutics, in collaboration with Vertex, pioneered the first CRISPR-based gene therapy, Casgevy, with regulatory approval in multiple countries, poised for strong revenue growth from Q4 2024. Despite a slow roll-out, Casgevy's increasing patient demand, reimbursement agreements, and positive long-term efficacy data support a bright revenue outlook and potential profitability by 2028. Crispr's robust pipeline, including CTX310 and CTX320 for cardiovascular diseases, holds blockbuster potential, with top-line results expected in 2025, enhancing long-term growth prospects. With $1.9 billion in cash, Crispr has financial stability for at least 3.6 years, supporting ongoing development without needing to raise capital, making it a "buy" for high-risk tolerant investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 11

Crispr Therapeutics Q3 Earnings: No Casgevy Revenue, But Plenty Of Optimism

Summary CRISPR Therapeutics' Casgevy, the first CRISPR/Cas9 gene editing therapy, shows promising results in treating Sickle Cell Disease and beta thalassemia but faces challenges in patient adoption and cost. Despite no Q3 revenue from Casgevy, CRISPR maintains a strong cash position and continues to advance its diverse pipeline, including CAR-T and in-vivo therapies. Vertex's partnership and investment highlight Casgevy's potential, but long-term success hinges on improving treatment processes and securing further drug approvals. With nearly $2bn in cash and a promising pipeline, CRISPR Therapeutics remains a compelling long-term investment - I'm anticipating significant developments by 2025. Read the full article on Seeking Alpha
Seeking Alpha • Oct 28

Crispr Therapeutics: Poised For A Major Turnaround

Summary Crispr Therapeutics, a leader in CRISPR/Cas9 biotechnology, recently received FDA and EMA approval for Casgevy, the first CRISPR/Cas9-based treatment for TDT and SCD. The partnership with Vertex Pharmaceuticals has provided significant financial support, experienced leadership, and validation, positioning Crispr for long-term success in the gene-editing space. Crispr's shares are currently undervalued, offering a strong buy opportunity below $50, with incoming revenue from Casgevy and a promising drug pipeline. Despite competition, Crispr's first-mover advantage, strategic partnerships, and robust pipeline create a durable moat, making it a compelling investment in the biotech sector. Read the full article on Seeking Alpha
Seeking Alpha • Sep 13

Crispr Therapeutics: Casgevy Now Active Across 35 Treatment Centres

Summary Casgevy is now active across 35 Advanced Treatment Centres. Crispr Therapeutics 40% share in Casgevy could result in revenue annual between $1.2 billion and $2.8 billion towards the end of the decade. CRSP remains highly shorted, with 20% of shares outstanding sold short. Considering Crispr's secular growth in the long term, perhaps short sellers are betting on near-term negative catalysts. Vertex is exploring an alternative to using Busulfan, which is used to clear out existing patient stem cells; finding a less toxic agent could increase Casgevy's patient population to 150k. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Crispr's Casgevy Launch: Promising Start, Uncertain Future

Summary CRISPR Therapeutics' stock has been volatile, with cautious optimism following FDA approval for gene therapy targeting sickle cell disease. Q2 2024 earnings revealed slow commercialization of Casgevy, with revenues significantly below expectations. Financial health of CRISPR is strong, with over 5 years of cash runway, but stock performance has lagged behind S&P 500 returns. CRISPR's partnership with Vertex Pharmaceuticals mitigates some operational risks associated with gene therapy. Given the uncertainties, CRISPR Therapeutics stock remains a "hold" until clearer commercial success is evident. Read the full article on Seeking Alpha
Seeking Alpha • Aug 07

Crispr Therapeutics Q2 Earnings: Casgevy Updates Underline 'Blockbuster' Potential

Summary Crispr Therapeutics AG reported no revenues from Casgevy in Q2 earnings, but noted positive progress with over 35 authorized treatment centers activated globally. Casgevy's complex treatment journey involves a lengthy process with no revenue recognition until the end, but the therapy has shown high effectiveness in clinical studies. Crispr Therapeutics and Vertex are working on reducing preconditioning burden for Casgevy patients and exploring the potential of in vivo therapies for the future. Crispr made a net loss of $126.4m in Q2, but retains ~$1.7bn of cash, and its pipeline contains assets potentially approvable near term, plus two in-vivo programs offering breakthrough treatments. In my view, Crispr Therapeutics is remains a highly attractive company to invest in with a clear path to >41bn in annual revenues. Read the full article on Seeking Alpha
Seeking Alpha • Jul 13

Crispr Therapeutics Remains Expensive, With Slower Casgevy Monetization And Patent Battle

Summary CRSP has achieved the highly coveted regulatory approval for its gene editing technology as therapy for Severe Sickle Cell Disease and Thalassemia. However, with revenue recognition only likely from Q4'24 or Q1'25 onwards, readers may want to temper their near-term expectations. At the same time, CRSP does not own the patent of its gene editing technology, with a patent battle still occurring between the two groups of inventors. As the stock continues to trade sideways since November 2021, we believe that its intermediate-term investment thesis is likely tied to its swing trade potential. CRSP is likely to remain volatile as well, attributed to the elevated short interest and intense insider selling, with it only suitable for investors with higher risk tolerance. Read the full article on Seeking Alpha
Seeking Alpha • Jul 07

Crispr Therapeutics: Beaten Down But Not Broken

Summary CRISPR Therapeutics AG investors have endured a challenging bear market decline. CRSP's buying momentum has waned as it struggles to stay above the $50 support level. Crispr's pipeline is mainly in the early stages, with Casgevy being the only commercially approved program. CRSP aims to expand its TAM and reach sustainable profitability over time. I argue why CRSP is close to an inflection point, suggesting buyers should consider capitalizing on its recent pessimism. Read the full article on Seeking Alpha
Seeking Alpha • Jun 10

Crispr Therapeutics, Futurism-Turning-Commercial, Defies 'Valuation' (Technical Analysis)

Summary CRISPR Therapeutics’ new gene-editing protocol gives it a legitimate claim to be the future of medicine. That powered the stock back in 2020-21. But at some point, it’ll take revenues and profits, not futurism to justify stock ownership. The in-progress launch of Casgevy, a gene-editing treatment for Sickle Cell Disease suggests that transition is closing in. But that’s still getting off the ground, making numbers hard to project, and leaving room for disappointments. Read the full article on Seeking Alpha
Seeking Alpha • Jun 03

Crispr Therapeutics' Strategic Moves Amidst Gene Therapy Challenges (Rating Upgrade)

Summary CRISPR's gene therapy, Casgevy, faces operational challenges and stiff competition from Lyfgenia, impacting its market adoption. The initial commercial rollout of gene therapies requires the establishment of authorized treatment centers, and CRISPR has already set up more than 25 globally. Despite Q1 revenue missing estimates, the company is controlling expenses and shows a healthy balance sheet with a solid cash runway. The commercial success of Casgevy hinges on long-term patient outcomes and will likely face limited early adoption. Updated investment recommendation: change from "sell" to "hold" due to recent stock valuation adjustments and prudent expense management. Read the full article on Seeking Alpha
Seeking Alpha • May 09

Crispr Therapeutics Q1 Earnings: Casgevy Launch Tip Of Gene Editing Iceberg

Summary Crispr Therapeutics AG reported a net loss of $116.6 million in Q1 2024, but is expected to have significant earnings in the future as its gene editing therapy Casgevy gains commercial sales. Casgevy is approved to treat Sickle Cell Disease and Transfusion Dependent Beta Thalassemia in the U.S., EU, and other territories, with the potential to "functionally cure" patients. Crispr Therapeutics has a strong balance sheet, a diverse pipeline, and the potential to expand its reach to a larger patient population in the future. Its three targets ex-Casgevy are Type 1 diabetes, immuno-oncology, and in-vivo gene therapy - some compelling progress is being made in each field. In short - what's not to like? One day, Crispr Therapeutics will get the valuation upgrade it deserves. Read the full article on Seeking Alpha
Seeking Alpha • May 03

Crispr Therapeutics: Market Misunderstanding Is Your Buying Opportunity (Upgrade)

Summary Crispr Therapeutics AG stock has plunged deep into a bear market. The FOMO attributed to Crispr's Casgevy approvals is likely dissipated. Crispr has an expanding early-stage portfolio. Crispr is also gaining traction to improve Casgevy's safety profile. Crispr Therapeutics stock is also no longer overvalued, as late buyers likely rushed out quickly. The stock's selling intensify has also slowed, allowing dip-buyers an attractive opportunity to load up. Read the full article on Seeking Alpha
Seeking Alpha • Apr 24

Crispr Therapeutics: Now Is The Time To Buy

Summary Despite recent FDA approvals for its groundbreaking gene editing technology, CRISPR Therapeutics' stock has experienced a decline in value. The company's pipeline of treatments for various diseases presents a significant opportunity for future growth and market expansion. CRISPR Therapeutics has managed financial risks through partnerships and has enough cash on hand to fund operations for at least 24 months. Read the full article on Seeking Alpha
Seeking Alpha • Mar 26

Crispr Therapeutics: CASGEVY Commercial Launch Is Taking Shape

Summary Regulatory approvals for Crispr Therapeutics' CASGEVY program are increasing, expanding the potential market for the treatment. Government support, including public funds, is likely to be available for CASGEVY in approved countries. Private insurers are showing interest in covering CASGEVY, providing further support for its commercial launch. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

Crispr Therapeutics: Cautiously Optimistic

Summary CRISPR Therapeutics has experienced significant growth in the past five years, with its stock price soaring and then stabilizing around $80. The company has achieved regulatory approval for its CRISPR-based therapy for sickle cell disease and beta-thalassemia and has a diverse pipeline targeting various diseases. Investing in CRISPR Therapeutics requires risk tolerance and a long-term perspective, as the road to commercial success is complex and uncertain. Read the full article on Seeking Alpha
Seeking Alpha • Feb 01

Crispr Therapeutics: Investors Bet Against Casgevy Uptake

Summary Crispr Therapeutics recently received FDA approval for gene editing therapy, Casgevy for treating Sickle Cell Disease and Beta-Thalassemia. In this article I'll look at Casgevy's market potential and its commercialisation challenges. The cost of Casgevy, treatment cons, scalability and accessibility pose serious challenges for widespread adoption. Which may justify the high short interest in the stock. Read the full article on Seeking Alpha
Seeking Alpha • Jan 18

Crispr Therapeutics: Commercial Validation Is The Next Step

Summary CASGEVY is expecting more approvals from various global regulatory bodies, potentially increasing the total addressable patients. The management team is attempting to make CASGEVY more accessible through an in-vivo solution. The concerns surrounding commercial launch risks are overshadowed by the potential of CRISPR Therapeutics. Read the full article on Seeking Alpha
Seeking Alpha • Jan 11

Impact Of Gene Therapies And Casgevy On Crispr AG And The Industry

Summary CASGEVY is a groundbreaking gene therapy, owned by CRISPR AG and Vertex specifically designed for the treatment of sickle cell disease. Developed through a collaboration between Vertex Pharmaceuticals and CRISPR Therapeutics, CASGEVY stands out as the first FDA-approved therapy utilizing CRISPR/Cas9. CASGEVY’s approach involves modifying the patient’s own hematopoietic (blood) stem cells using CRISPR/Cas9 technology. Read the full article on Seeking Alpha

CEO 보수 분석

Sam Kulkarni의 보수는 CRISPR Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$569m

Dec 31 2025US$8mUS$769k

-US$582m

Sep 30 2025n/an/a

-US$488m

Jun 30 2025n/an/a

-US$468m

Mar 31 2025n/an/a

-US$386m

Dec 31 2024US$33mUS$746k

-US$366m

Sep 30 2024n/an/a

-US$240m

Jun 30 2024n/an/a

-US$266m

Mar 31 2024n/an/a

-US$217m

Dec 31 2023US$12mUS$725k

-US$154m

Sep 30 2023n/an/a

-US$354m

Jun 30 2023n/an/a

-US$416m

Mar 31 2023n/an/a

-US$524m

Dec 31 2022US$21mUS$700k

-US$650m

Sep 30 2022n/an/a

-US$681m

Jun 30 2022n/an/a

-US$633m

Mar 31 2022n/an/a

US$312m

Dec 31 2021US$17mUS$670k

US$378m

Sep 30 2021n/an/a

US$412m

Jun 30 2021n/an/a

US$447m

Mar 31 2021n/an/a

-US$392m

Dec 31 2020US$9mUS$625k

-US$349m

Sep 30 2020n/an/a

-US$211m

Jun 30 2020n/an/a

US$20m

Mar 31 2020n/an/a

US$46m

Dec 31 2019US$16mUS$550k

US$67m

보상 대 시장: Sam의 총 보수(USD7.68M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.43M) 수준입니다.

보상과 수익: Sam의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Sam Kulkarni (47 yo)

8.4yrs
재임 기간
US$7,678,477
보수

Dr. Samarth Kulkarni also known as Sam, Ph D, serves as the Chief Executive Officer & Chairman of the Board of CRISPR Therapeutics AG since December 1, 2017. He has been an Independent Director of Repare T...

리더십 팀

이름직위재임 기간보수지분
Samarth Kulkarni
CEO & Chairman8.4yrsUS$7.68m0.26%
$ 12.7m
Raju Prasad
Chief Financial Officer3.2yrsUS$3.59m0.016%
$ 776.8k
James Kasinger
General Counsel & Secretary9yrsUS$2.86m0.098%
$ 4.7m
Naimish Patel
Chief Medical Officer2yrsUS$4.31m0.014%
$ 656.0k
Shaun Foy
Co-Founderno data데이터 없음데이터 없음
Emmanuelle Charpentier
Co-Founder & Scientific Advisory Board Memberno data데이터 없음데이터 없음
Craig Mello
Scientific Founder & Advisory Board Memberno data데이터 없음데이터 없음
Chad Cowan
Scientific Founderno data데이터 없음데이터 없음
Matthew Porteus
Scientific Founder & Advisory Board Memberno data데이터 없음데이터 없음
Daniel Anderson
Scientific Founder & Advisory Board Memberno data데이터 없음데이터 없음
Stephen Kennedy
Head of Technical Operations6.6yrs데이터 없음데이터 없음
Susan Kim
Vice President of Corporate Communications & Investor Relationsno data데이터 없음데이터 없음
6.6yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: CRSP의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.6 년).

이사회 구성원

이름직위재임 기간보수지분
Samarth Kulkarni
CEO & Chairman7.9yrsUS$7.68m0.26%
$ 12.7m
Emmanuelle Charpentier
Co-Founder & Scientific Advisory Board Memberno data데이터 없음데이터 없음
Craig Mello
Scientific Founder & Advisory Board Memberno data데이터 없음데이터 없음
Matthew Porteus
Scientific Founder & Advisory Board Memberno data데이터 없음데이터 없음
Daniel Anderson
Scientific Founder & Advisory Board Memberno data데이터 없음데이터 없음
Douglas Treco
Lead Independent Director5.9yrsUS$370.74k0.023%
$ 1.1m
Katherine High
Independent Director6.9yrsUS$358.12k0%
$ 0
Briggs Duncan W. Morrison
Independent Directorless than a yearUS$341.07k0.0054%
$ 259.9k
Simeon George
Independent Director11.1yrsUS$342.17k0%
$ 0
Stephen Elledge
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
John Greene
Independent Director6.9yrsUS$363.92k0.0073%
$ 349.4k
Ali Behbahani
Independent Director11.1yrsUS$348.24k0.00027%
$ 13.0k
6.9yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: CRSP의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.9 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 23:25
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

CRISPR Therapeutics AG는 40명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jack AllenBaird
William PickeringBernstein
Alec StranahanBofA Global Research