Dec 31, 2023

CRISPR Therapeutics Q4 2023 Earnings Report

CRISPR Therapeutics reported financial results, highlighted by CASGEVY™ approvals and advancements in clinical trials for gene-editing product candidates.

Key Takeaways

CRISPR Therapeutics reported a net income of $89.3 million for Q4 2023, a significant turnaround from the net loss of $110.6 million in Q4 2022. The company's cash position remains strong, with over $2.1 billion in pro-forma cash, cash equivalents, and marketable securities as of February 21, 2024, bolstered by a registered direct offering and milestone payments. The company continues to advance its pipeline, including CASGEVY™ and next-generation CAR T cell programs.

CASGEVY™ received approvals in the U.S., European Union, Great Britain, the Kingdom of Saudi Arabia, and Bahrain.

Clinical trials are ongoing for next-generation CAR T product candidates, CTX112™ and CTX131™.

Clinical trials are ongoing for in vivo gene editing product candidates, CTX310™ and CTX320™.

The company's balance sheet was strengthened with a $280 million registered direct offering, bringing the current cash position to over $2.1 billion.

Total Revenue
$201M
Previous year: $6K
+3353333.3%
EPS
$1.1
Previous year: -$1.41
-178.0%
Gross Profit
$181M
Previous year: -$6.82M
-2758.1%
Cash and Equivalents
$389M
Previous year: $212M
+83.8%
Free Cash Flow
-$96.8M
Previous year: -$120M
-19.0%
Total Assets
$2.23B
Previous year: $2.24B
-0.6%

CRISPR Therapeutics

CRISPR Therapeutics

Forward Guidance

CRISPR Therapeutics is focused on advancing its pipeline and clinical trials across various therapeutic areas, including oncology, autoimmune, cardiovascular, and diabetes, with expectations for a catalyst-rich period in the next 12-18 months.

Positive Outlook

  • Initiate a clinical trial of CTX112 in systemic lupus erythematosus (SLE) in the first half of 2024.
  • Initiate a Phase 1 trial of CTX131 in hematologic malignancies, including T- and B-cell malignancies, in the first half of 2024.
  • Provide a clinical update in 2024 for next-generation CAR T candidates.
  • Expect to nominate additional in vivo programs targeting both rare and common diseases in mid-2024.
  • Continue to advance a Phase 1 clinical trial for CTX211 for the treatment of Type 1 Diabetes (T1D).

Challenges Ahead

  • Efficacy and safety results from ongoing clinical trials may not continue or be repeated in ongoing or planned clinical trials or may not support regulatory submissions.
  • 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.
  • One or more of its product candidate programs will not proceed as planned for technical, scientific or commercial reasons.