US macro
Take
Saturday, August 22, 2026
CRISPR is Casgevy’s 40% and an in vivo option, not Vertex. Q2 collab $10.2M, loss $91.2M, cash $2.36B. Vertex product $76M is the commercial proof — it is not this 10-Q. Spot $59.50 is −24% from $78.48 and $28 under an $87.56 mean. Trade CTX310 Friday and the pediatric funnel. Do not mark $76M as CRISPR sales.
Last cash session Friday Aug 21 · close $59.50 · +$1.38
Price
CRSP
6M +11.91%
Snapshot
40% of a launch, 100% of an option
Market cap
$5.8B
vs 52-week
-24.18%
CRSP collab
$10.2M
the 10-Q
VRTX Casgevy
$76M
not CRSP sales
Q2 net loss
$91.2M
EPS −$0.94
Cash 6/30
$2.36B
Pediatric 2+
Jul 2026
CTX310
ESC Aug 28
Street
20 analysts
$88
Mean target · +47.16% vs spot
High $110 · Low $44 · Median $73
14
Buy
5
Hold
1
Sell
Moderate Buy
tilt
Next
ESC late-breaker — CTX310
2026-08-28
16:30 CET, Munich. ‘Durability of Effects of CTX310.’ In vivo ANGPTL3. This Friday is a platform print, not a Casgevy print.
News
CRSP headlines
Casgevy product coverage can cite Vertex. That is not CRISPR collaboration revenue.
No headlines cleared the filter.
Street
Analyst actions
| Date | Firm | Action | Target |
|---|---|---|---|
| 08-05 | Citi | Buy | $88 |
| 08-04 | Bank of America | Buy | $82 |
| 08-04 | Piper Sandler | Overweight | $90 |
| 07-15 | Goldman | Hold | $55 |
| 05-12 | Jefferies | Buy | $110 |
| 05-08 | Wedbush | Outperform | $80 |
Quotes delayed. Options from Cboe delayed chain. Not investment advice, not a solicitation, and not affiliated with CRISPR Therapeutics AG.