CRISPR Therapeutics AG (NASDAQ:CRSP) is one of the Unstoppable Stocks to Buy and Hold for the Next 5 Years. On September 23, analyst Mitchell Kapoor from H.C. Wainwright reiterated a “Buy” rating on the company’s stock, while keeping the price objective at $80.00. As per the firm, the current price target does not yet include any contribution from SRSD107, providing investors with a free call option on the multi-billion-dollar anticoagulation market.
Recently, CRISPR Therapeutics AG (NASDAQ:CRSP) and Sirius Therapeutics announced that the first patient has been dosed in a Phase 2 clinical trial of SRSD107, which is a next-generation, long-acting Factor XI (FXI) siRNA for preventing venous thromboembolism (VTE) in patients undergoing total knee arthroplasty (TKA). Notably, CRISPR Therapeutics AG (NASDAQ:CRSP)’s M.D. and Chief Medical Officer highlighted that SRSD107 provides the potential to reduce pathological thrombosis while, at the same time, reducing the bleeding risk, with sustained but reversible pharmacodynamic effects and the possibility of infrequent dosing.
RGA Investment Advisors, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:
“After commercial approval of Casgevy, CRISPR Therapeutics AG (NASDAQ:CRSP) shares traded over $90. At their worst in the April crash, shares changed hands at $30, a 2/3rd discount to their post-approval peak. The trade war would ultimately have a negligible impact on CRSP, but shares dropped nearly 30% in the Spring collapse. This made little sense to us, especially given the substantial cash balance the company has built with prudent financings along the way.
When we bought shares of CRSP, the company’s Enterprise Value was below $800m, boasting over $1.8 billion in net cash. As the name would suggest, CRSP is a first-mover and leader in the Cell and Gene Therapy (CGT) space and the first to bring a life-changing gene editing therapy to FDA approval and commercial availability. For reference, CRISPR is a gene-editing technology that enables scientists to precisely alter DNA within living organisms by using a guide RNA and an enzyme (like Cas9) to cut and modify specific genetic sequences. We know the company well from following a basket of cell and gene therapy companies.
CRSP’s management has excelled at balancing capital discipline with R&D ambition. Now, with a commercial product and arguably the strongest balance sheet in its space, CRSP is in an enviable position, affording the opportunity to lean into its pipeline, while competitors retrench to conserve cash. We believe the company will retain over $900 million in cash by the time it turns cash flow positive. In essence, we’re buying Casgevy at a steep discount and getting the pipeline and cash for free. This is one of the more asymmetric setups we’ve encountered.”
While we acknowledge the potential of CRSP to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CRSP and that has 100x upside potential, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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