A Yahoo Finance analysis article pointed out that CRISPR Therapeutics (CRSP) stock price has only risen 8% year-to-date, significantly underperforming the 27% gain of the Nasdaq Biotechnology Index and the 12% gain of the S&P 500. Cathie Wood, through her Ark Invest ETFs, holds a significant position in CRSP with an average cost basis of $66, and with the current stock price around $52, her holdings are at a loss.
The analysis suggests that CRSP's long-term investment prospects remain strong, primarily driven by the revenue growth of its commercialized Casgevy therapy, as well as CTX611, which is about to enter phase 3 clinical trials, and nine other therapies in development. The company's second-quarter revenue was $10.2 million, compared to $892,000 in the same period last year; loss per share narrowed to $0.94, compared to $2.40 in the same period last year. Furthermore, the company's cash reserves reached $2.36 billion, a 19.2% year-over-year increase, sufficient to support its multiple clinical trials.
The U.S. Food and Drug Administration (FDA) approved Casgevy on July 1 for children aged 2 and older with sickle cell disease or transfusion-dependent beta-thalassemia, further expanding the market potential of this therapy.
Analysis indicates that despite CRISPR Therapeutics shares rising only 8% this year, Cathie Wood's bet on its gene-editing stock is not "dead money."
Source:Yahoo财经 · Source Link
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