Strategic Intelligence Report
Generated July 30, 2026
Healthcare & Life Sciences
CRISPR Therapeutics
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Zug, Switzerland
Website
Listing
CRSP · NASDAQ
Market Cap
$4.68B
Revenue (TTM)
$4.10M
Price
USD47.55 (-1.25%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
CRISPR Therapeutics, co-developer with Vertex Pharmaceuticals of Casgevy -- the first FDA-approved CRISPR gene-editing therapy -- reported Q1 2026 Casgevy revenue of $43 million, with the companies projecting revenue to nearly triple over 2026 on expanding patient access, rising infusion volumes, and broader insurance coverage. The company held $2.44 billion in cash as of March 2026 (up from $1.98 billion at year-end, partly from a $585 million convertible note raise) and is advancing a diversified pipeline spanning in vivo liver editing, siRNA programs, an autoimmune/oncology CAR-T platform (zugo-cel), and regenerative medicine for diabetes, while pursuing first-half 2026 regulatory submissions to expand Casgevy's label to patients aged 5-11.
Strategic Connections
Competition / Other
- Gene Editing & Longevity Biotech: CRISPR Therapeutics co-developed Casgevy, the first FDA-approved CRISPR gene-editing therapy, and is a core anchor of the gene-editing biotech vertical.
- Intellia Therapeutics: CRISPR Therapeutics competes with Intellia Therapeutics in the clinical-stage gene-editing therapeutics space, both pursuing in vivo and ex vivo CRISPR approaches.
Strategic Risks
- Casgevy revenue growth depends heavily on infusion center capacity and insurance coverage expansion, both of which have historically lagged approval
- Pipeline diversification into cardiovascular and autoimmune disease carries typical clinical-stage biotech attrition risk
Future Outlook
- Casgevy revenue expected to nearly triple in 2026 on expanding global patient access
- Potential label expansion to ages 5-11 following first-half 2026 regulatory submissions using an FDA priority review voucher
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — CRISPR Therapeutics FY2025 Annual Report (Form 10-K), filed with the SEC
- CRISPR Therapeutics IR / PackGene Biotech (Feb 2026) — CRISPR Therapeutics reports Q1 2026 Casgevy revenue growth, pipeline expansion
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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