ฝัง
- เผยแพร่เมื่อ 25 ก.ค. 2024
- Gene editing stocks have been seeing a lot of volatility lately as the first $2 million CRISPR drug hits the market. CASGEVY is the first approved therapy in the U.S. that uses CRISPR and it’s no quick fix for sickle cell disease (SCD), a group of inherited blood disorders affecting approximately 100,000 people in the United States. Stem cells are collected from patients and sent to a lab where the actual CRISPR editing is done, and the entire process takes months, even up to a year.
Today we'll look at CRISPR Therapeutics stock as well as their peers in the gene editing space: Intellia, Beam, and Caribou. Intellia promises to deliver the first in-vivo CRISPR treatment while Beam is looking to develop better one-time therapies. Caribou currently sits at a depressed valuation while the market waits to see if they can collect enough royalties to avoid needing to raise capital.
RESEARCH PIECES USED IN THIS VIDEO:
1. Checking in With Seven Gene Editing Stocks
www.nanalyze.com/2024/07/chec...
2. Revisiting the Three Biggest Gene Editing Stocks
www.nanalyze.com/2023/06/revi...
3. A Complete List of 27 Gene Editing Stocks
www.nanalyze.com/2022/06/comp...
CHAPTERS:
00:00 Intro
03:04 The top gene editing stocks
03:53 CRISPR Therapeutics (CRSP)
05:16 The market for CASGEVY
08:11 Editas Medicine (EDIT)
09:51 Intellia Therapeutics (NTLA)
11:17 Caribou Biosciences (CRBU)
12:29 Beam Therapeutics (BEAM)
13:20 Prime Medicine (PRME)
14:21 Gene editing and AI
15:54 Another gene editing stock
ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.
Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: www.nanalyze.com/become-a-nan...
DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our TH-cam videos or on our website, whether for the purpose of making an investment or otherwise.
#GeneEditing
$BEAM
$CRSP
$NTLA
$CRBU
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Great video once again! Love the face reveal btw.
Would love to hear your opinion on the ginko bioworks fiasco, and what you think of the partnership with nvdia and recursion pharma.
Tx !
Glad you enjoyed the video! Our latest Ginkgo piece is here: th-cam.com/video/7-cb8SO-d6c/w-d-xo.html Our last piece on Recursion is here: th-cam.com/video/54yk528JH0A/w-d-xo.html
This whole area (genomics) has been a big hole in our pockets, would be nice to finally get a return on my bag of Editas, the others probably never repay their debt
CRISPR seems pretty set now with their cash position and incoming Casgevy profits
A fascinating video, thanks for this Joe. I think you've really differentiated your content from others on YT with videos like this. It's such a tricky sector to breakdown (or invest in) when you don't have the detailed scientific understanding and background. Just wondering if you've heard much of a company called Humacyte? Any thoughts?
It's a very tricky sector indeed. Subject matter experts are prone to explain things too complex without focusing on the investing aspects while investors can often overlook technical complexity. It's not easy to navigate for sure which is why we took a sort of "spray and pray" approach to investing in gene editing. Humacyte we last covered here (www.nanalyze.com/2022/07/humacyte-stock-regenerative-medicine/) and we're waiting until they have meaningful revenues to take another look. Joe P.
@@Nanalyze Great, thanks. Have just read this. An important note of caution. Will sit on it for now.
I hold all 3 although i trimmed when they had a run up and bought back recently
What was it like 3-4 years ago when there was that massive run up? We also trimmed then too because it was outrageously hyped across all gene editing names.
@@Nanalyze I thought it was the future and had massive potential but at the time it also had massive risk and became too overvalued
@@Nanalyze for me tue risk has to be worth the reward and it got to the point it no longer was I got called so many names a rider a non believer now those people are buying here to get their average to a 60 dollar on beam and ntla
I love this tech. Gene editing blows my mind. This is just the beginning of this technology. I had to invest in it just to participate. What it will lead to will be amazing. Vertex is an extremely well run company.
The technology seems promising unless there is some big blowup and the government puts a moratorium on it. That's why disruptive tech investing is so tough - many uncontrollable unknown unknowns.
what are some of the companies that can really benefit if they acquire gingko bioworks
Our concerns about Ginkgo are numerous, and none of them have to do with M&A speculation: th-cam.com/video/7-cb8SO-d6c/w-d-xo.html
World travelers have noticed drug ads are only allowed on US tv . Other nations have media regs that bar those drug ads.
NZ too
In vitro Gene editing idnr a game changer . Only in vivo editing will make a difference .
It's certainly going to be a lot easier. Ex vivo sounds brutal.
What stock IS this?
@@AntonioLopez-2050 It's a discussion of methods, not any particular stock :)
Beam and Prime have both the potential to become in vivo because of the low indels.
Isn't Schrödinger also doing ai meets genomics?
SDGR doesn't like it when people refer to them as using AI for some reason. They're working on drug discovery, not gene editing.
It’s a shame $CRBU doesn’t have a more royalty centric business model; if they did it would be a very interesting bet at current prices…
It's very tough to value a company like this with so many unknowns
dude, ive lost so much money on intellia. NTTL has an HAE and ATTR drug that aims to be a true cure, but idk man. I abandoned ship after 25% down.
Always be sure to invest in companies, not stocks. These are some very volatile names so it can be very nerve wracking to be long.
@@Nanalyze i pivoted the cash I still had in NTLA to LLY so seems to have worked out in the end. What are your thoughts on IOVA? I like it when you cover biotech, wish we had more vids liike this.
@@camthecritic5481 You mean IQVA? We covered them a few years back here: www.nanalyze.com/2022/05/iqvia-stock-digital-healthcare/
@@JJthename55 Good. So we'll show you the door. Now GTFO. Blocked.
CASGEVY has not so great target group regarding treatment price
Seems like a $2.2 million price tag is spendy but how does that compare to what treatment costs if you don't take CASGEVY? That's the ROI analysis we need to see here (presumably that was considered when deciding on price).
Great idea in avoiding overly ambitious projects right now (imho). This isn't binary/parity bit checking (until it is) which it will be, one day
As Saint Steve Jobs once said, "the biggest innovations of the twenty-first century will be at the intersection of biology and technology."
Do you still own CRSP, NTLA and BEAM?
We have to leave something for paying subscribers. What we hold is one of those things ;)
they should work for a cure for G6PD deficiency patients which affects 400 million people worldwide
They're likely prioritizing the worst diseases (in terms of impact and life expectancy) that have little to no treatments. Eventually all genetic diseases should be sorted.
nah, all my moneys in silver mines
Aight