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Sep 30, 2023

CRISPR Therapeutics Q3 2023 Earnings Report

Reported financial results and provided a business update.

Key Takeaways

CRISPR Therapeutics reported its Q3 2023 financial results, showing a net loss of $112.2 million compared to a net loss of $174.5 million for the third quarter of 2022. The company's cash, cash equivalents, and marketable securities totaled $1,739.8 million as of September 30, 2023. Significant progress was noted across its clinical pipeline, especially with exa-cel awaiting FDA decision.

Advisory Committee meeting completed for exa-cel for severe sickle cell disease, with a PDUFA target action date of December 8, 2023.

Exa-cel assigned PDUFA target action date of March 30, 2024 for transfusion-dependent beta thalassemia.

Clinical trials are ongoing for CAR T product candidates, CTX110 and CTX112, targeting CD19 in B-cell malignancies.

Phase 1 clinical trial initiated for CTX310, targeting angiopoietin-related protein 3 (ANGPTL3).

Total Revenue
$0
Previous year: $94K
-100.0%
EPS
-$1.41
Previous year: -$2.24
-37.1%
Gross Profit
-$4.93M
Previous year: -$38.8M
-87.3%
Cash and Equivalents
$528M
Previous year: $494M
+6.8%
Free Cash Flow
-$42M
Previous year: -$111M
-62.3%
Total Assets
$2.09B
Previous year: $2.35B
-11.3%

CRISPR Therapeutics

CRISPR Therapeutics

Forward Guidance

CRISPR Therapeutics is advancing its pipeline with key milestones expected in the near term, particularly the PDUFA date for exa-cel and the progression of in vivo programs. They are also advancing additional programs utilizing in vivo delivery to address both rare and common diseases.

Positive Outlook

  • Potential approval of exa-cel could bring a transformative therapy to patients living with sickle cell disease.
  • Advancing multiple in vivo programs directed towards cardiovascular indications and beyond.
  • CTX310 and CTX320 have the potential to shift the treatment paradigm for ASCVD with a single-dose, potentially life-long durable editing approach.
  • Received a new grant from the Bill & Melinda Gates Foundation to research in vivo gene editing of hematopoietic stem and progenitor cells (HSPCs).
  • Advancing additional programs utilizing in vivo delivery to address both rare and common diseases.

Challenges Ahead

  • Efficacy and safety results from ongoing clinical trials, including of exa-cel, will not continue or be repeated in ongoing or planned clinical trials or may not support regulatory submissions.
  • The FDA or other regulatory authorities may not approve exa-cel on a timely basis or at all.
  • Adequate pricing or reimbursement may not be secured to support continued development or commercialization of exa-cel following regulatory approval.
  • Clinical trial results may not be favorable.
  • Future competitive or other market factors may adversely affect the commercial potential for its product candidates.