Investment case
CRISPR Therapeutics AG
CRSP · 11 developments mapped · last assessed 2026-09-29
Market Ontology has mapped 11 macro, policy, and market developments to CRISPR Therapeutics AG since 2026-09-09. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for CRSP yet, so no modelled value is shown. The CRSP valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run CRSP on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
CRISPR Therapeutics Expands Casgevy Pediatric Label After 78% QoQ Sales Jump
Direct commercial success and regulatory approval for key product. Increased market penetration and addressable patient population.
· Moves future revenue growth rates, peak sales estimates, probability of success for pipeline assets (due to validation of platform)
- Open question
Cellectis Schedules September 14 Business Update on Gene Editing and CAR T Pipeline
Second-order effect: Investor sentiment and competitive landscape in the gene editing and CAR T space. Positive or negative news from Cellectis could spill over to peers.
· Moves investor sentiment biotech sector, perceived risk gene editing platform
What changed, by assumption
- 2026-09-09CRISPR Therapeutics Expands Casgevy Pediatric Label After 78% QoQ Sales Jump
- 2026-09-09FDA Approves Label Expansion for CRISPR Therapeutics Gene Therapy Casgevy
- 2026-09-09CRISPR Therapeutics reports 78 percent QoQ Casgevy sales growth to $76M
- 2026-09-09CRISPR Therapeutics Expands Casgevy Label to Pediatric Patients Aged 2+
- 2026-09-09CRISPR Therapeutics Expands Casgevy Label to Pediatric Patients as Q2 Sales Hit $76M
- 2026-09-16CAR-T oncology market expands as ALL and lymphoma therapies target long-term growth
- 2026-09-25Ginkgo Bioworks Inks $31M Contract with SaponiQx for AI Vaccine Adjuvants
- 2026-09-12Cellectis Schedules September 14 Business Update on Gene Editing and CAR T Pipeline
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-29 | uniQure N.V. Reports 48-Month Data for AMT-130 in Huntington’s Disease | mixed | 1-3m | 0.20 |
| 2026-09-25 | Ginkgo Bioworks Inks $31M Contract with SaponiQx for AI Vaccine Adjuvants | Bullish | 3-12m | 0.30 |
| 2026-09-16 | CAR-T oncology market expands as ALL and lymphoma therapies target long-term growth | Bullish | 1-5y | 0.40 |
| 2026-09-12 | Cellectis Schedules September 14 Business Update on Gene Editing and CAR T Pipeline | mixed | 1-3m | 0.30 |
| 2026-09-12 | Cellectis Schedules September 14 Business and CAR T Pipeline Update | watch | 1-5d | 0.30 |
| 2026-09-12 | Cellectis sets September 14 business update on CAR-T and gene editing pipeline | watch | 1-5d | 0.20 |
| 2026-09-09 | CRISPR Therapeutics Expands Casgevy Pediatric Label After 78% QoQ Sales Jump | Bullish | 3-12m | 0.90 |
| 2026-09-09 | CRISPR Therapeutics Expands Casgevy Label to Pediatric Patients Aged 2+ | Bullish | 3-12m | 0.80 |
| 2026-09-09 | CRISPR Therapeutics Expands Casgevy Label to Pediatric Patients as Q2 Sales Hit $76M | Bullish | 1-3m | 0.80 |
| 2026-09-09 | FDA Approves Label Expansion for CRISPR Therapeutics Gene Therapy Casgevy | Bullish | 3-12m | 0.90 |
| 2026-09-09 | CRISPR Therapeutics reports 78 percent QoQ Casgevy sales growth to $76M | Bullish | 1-3m | 0.90 |