CRISPR Therapeutics AG (CRSP.NASDAQ) AI FORECASTS & ADVISOR ANALYSIS
Read and compare the 11 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.
Updated on 11 April 2026Deep analysis 11 April 2026
Superintelligence AI
Model rating
Buy
5-Year Return Est.
+203.0%
CRSP.NASDAQ does not currently pay dividends
1. Investment Thesis — Base Case
The 'True Pricetrue priceAn estimate of long-term fair value after temporary noise and short-term sentiment are filtered out.View full glossary entry' trajectory models CRSP surviving the 2026-2027 macro stress tests (Hormuz inflation, Warsh rate shocks) through its fortress balance sheetfortress balance sheetA financial position with high liquidity and low debt, providing resilience against market volatility.View full glossary entry, while methodically executing the shift from ex vivo to in vivo therapies. Over the 5-year horizon, CasgevycasgevyCasgevy is a branded gene-editing therapy name often used as shorthand for one-time genomic treatments targeting inherited disease mechanisms.View full glossary entry royalties provide a steady-state cash floor, while the market begins pricing in the mass-market cardiovascular and oncology pipelineoncology pipelineOncology pipeline refers to the portfolio of cancer-related drug candidates, programs, or studies progressing through research and development stages.View full glossary entry. The stock experiences severe volatility in the near term as macro narratives clash with pipeline data, but ultimately compounds at a high rate as the thermodynamic efficiencythermodynamic efficiencyThe ratio of useful output to total energy input in a physical process or system.View full glossary entry of in vivo editing is proven at scale. The implied market capitalizationmarket capitalizationThe market value of an asset or company, commonly calculated for a company as share price multiplied by shares outstanding.View full glossary entry remains highly realistic given the trillions currently wasted on chronic disease management globally.
- Warsh duration penalties suppress multiples through mid-2027.
- casgevyCasgevy is a branded gene-editing therapy name often used as shorthand for one-time genomic treatments targeting inherited disease mechanisms. ATCs scale, providing baseline royalty streams that de-risk bankruptcy entirely.
- In vivo cardiovascular data readouts in 2027/2028 act as the primary inflection vector.
- Manufacturing gross marginsgross marginsThe percentage of revenue remaining after deducting the direct costs of producing goods sold.View full glossary entry expand exponentially as LNP systemic delivery replaces autologous cell harvesting.
- The company achieves status as a foundational civilizational longevity asset by 2030.
Historical prices and published forecast
- Observed price
- Published advisor forecast
View chart values
| Series | Date | Value (USD) |
|---|---|---|
| Observed price | 2021-04-08 | 120 |
| Observed price | 2021-04-12 | 114 |
| Observed price | 2021-04-28 | 136 |
| Observed price | 2021-05-10 | 101 |
| Observed price | 2021-05-26 | 119 |
| Observed price | 2021-06-03 | 114 |
| Observed price | 2021-06-27 | 148 |
| Observed price | 2021-07-01 | 159 |
| Observed price | 2021-07-25 | 120 |
| Observed price | 2021-07-29 | 119 |
| Observed price | 2021-08-06 | 137 |
| Observed price | 2021-09-03 | 122 |
| Observed price | 2021-09-19 | 117 |
| Observed price | 2021-09-23 | 117 |
| Observed price | 2021-10-17 | 96.8 |
| Observed price | 2021-10-21 | 97.0 |
| Observed price | 2021-11-14 | 85.8 |
| Observed price | 2021-11-18 | 84.3 |
| Observed price | 2021-12-04 | 74.0 |
| Observed price | 2021-12-20 | 81.0 |
| Observed price | 2022-01-09 | 68.6 |
| Observed price | 2022-01-13 | 68.8 |
| Observed price | 2022-01-29 | 61.3 |
| Observed price | 2022-02-10 | 61.9 |
| Observed price | 2022-02-22 | 54.3 |
| Observed price | 2022-03-14 | 60.4 |
| Observed price | 2022-04-03 | 67.8 |
| Observed price | 2022-04-07 | 63.9 |
| Observed price | 2022-05-01 | 51.1 |
| Observed price | 2022-05-09 | 43.2 |
| Observed price | 2022-05-29 | 58.2 |
| Observed price | 2022-06-14 | 59.0 |
| Observed price | 2022-06-18 | 68.0 |
| Observed price | 2022-06-30 | 60.8 |
| Observed price | 2022-07-16 | 83.5 |
| Observed price | 2022-08-09 | 80.1 |
| Observed price | 2022-08-21 | 67.8 |
| Observed price | 2022-09-06 | 62.8 |
| Observed price | 2022-09-14 | 72.2 |
| Observed price | 2022-10-04 | 65.7 |
| Observed price | 2022-10-16 | 55.5 |
| Observed price | 2022-11-09 | 48.9 |
| Observed price | 2022-11-13 | 60.7 |
| Observed price | 2022-11-17 | 57.6 |
| Observed price | 2022-12-07 | 50.6 |
| Observed price | 2022-12-15 | 48.3 |
| Observed price | 2022-12-31 | 40.6 |
| Observed price | 2023-01-12 | 49.1 |
| Observed price | 2023-02-05 | 55.5 |
| Observed price | 2023-02-13 | 51.5 |
| Observed price | 2023-02-25 | 48.3 |
| Observed price | 2023-03-09 | 45.6 |
| Observed price | 2023-03-25 | 43.5 |
| Observed price | 2023-04-06 | 44.9 |
| Observed price | 2023-04-18 | 51.9 |
| Observed price | 2023-05-04 | 53.1 |
| Observed price | 2023-05-24 | 65.9 |
| Observed price | 2023-06-05 | 64.7 |
| Observed price | 2023-06-25 | 55.9 |
| Observed price | 2023-07-07 | 54.9 |
| Observed price | 2023-07-11 | 57.6 |
| Observed price | 2023-07-27 | 57.1 |
| Observed price | 2023-08-20 | 47.7 |
| Observed price | 2023-08-28 | 50.4 |
| Observed price | 2023-09-17 | 49.0 |
| Observed price | 2023-09-21 | 46.1 |
| Observed price | 2023-10-07 | 42.8 |
| Observed price | 2023-10-27 | 38.7 |
| Observed price | 2023-11-08 | 54.7 |
| Observed price | 2023-11-16 | 59.2 |
| Observed price | 2023-11-20 | 72.2 |
| Observed price | 2023-12-18 | 65.6 |
| Observed price | 2023-12-22 | 61.5 |
| Observed price | 2024-01-19 | 62.0 |
| Observed price | 2024-01-23 | 66.2 |
| Observed price | 2024-02-08 | 68.8 |
| Observed price | 2024-02-28 | 86.7 |
| Observed price | 2024-03-07 | 79.9 |
| Observed price | 2024-03-31 | 66.3 |
| Observed price | 2024-04-04 | 65.1 |
| Observed price | 2024-04-28 | 53.5 |
| Observed price | 2024-05-06 | 57.1 |
| Observed price | 2024-05-10 | 51.2 |
| Observed price | 2024-05-30 | 53.8 |
| Observed price | 2024-06-15 | 62.8 |
| Observed price | 2024-07-05 | 53.6 |
| Observed price | 2024-07-17 | 59.5 |
| Observed price | 2024-07-29 | 56.8 |
| Observed price | 2024-08-10 | 47.3 |
| Observed price | 2024-09-07 | 45.1 |
| Observed price | 2024-09-15 | 49.4 |
| Observed price | 2024-09-19 | 49.5 |
| Observed price | 2024-10-05 | 45.2 |
| Observed price | 2024-10-25 | 47.4 |
| Observed price | 2024-11-10 | 51.2 |
| Observed price | 2024-11-14 | 46.9 |
| Observed price | 2024-11-30 | 51.2 |
| Observed price | 2024-12-12 | 45.8 |
| Observed price | 2024-12-28 | 39.9 |
| Observed price | 2025-01-13 | 38.9 |
| Observed price | 2025-01-21 | 43.5 |
| Observed price | 2025-02-10 | 39.6 |
| Observed price | 2025-02-18 | 52.2 |
| Observed price | 2025-03-10 | 43.3 |
| Observed price | 2025-03-30 | 35.1 |
| Observed price | 2025-04-07 | 32.4 |
| Observed price | 2025-04-11 | 39.3 |
| Observed price | 2025-05-05 | 34.4 |
| Observed price | 2025-05-17 | 38.9 |
| Observed price | 2025-05-29 | 36.8 |
| Observed price | 2025-06-22 | 45.3 |
| Observed price | 2025-06-26 | 47.6 |
| Observed price | 2025-07-20 | 65.5 |
| Observed price | 2025-07-24 | 66.1 |
| Observed price | 2025-08-05 | 55.6 |
| Observed price | 2025-08-29 | 51.8 |
| Observed price | 2025-09-14 | 57.4 |
| Observed price | 2025-09-18 | 60.7 |
| Observed price | 2025-10-08 | 72.8 |
| Observed price | 2025-10-20 | 71.5 |
| Observed price | 2025-11-09 | 55.1 |
| Observed price | 2025-11-21 | 49.8 |
| Observed price | 2025-12-07 | 57.0 |
| Observed price | 2025-12-11 | 58.1 |
| Observed price | 2025-12-31 | 53.4 |
| Observed price | 2026-01-08 | 56.4 |
| Observed price | 2026-02-01 | 51.8 |
| Observed price | 2026-02-09 | 48.8 |
| Observed price | 2026-03-01 | 59.1 |
| Observed price | 2026-03-09 | 58.8 |
| Observed price | 2026-03-29 | 46.7 |
| Observed price | 2026-04-02 | 49.5 |
| Observed price | 2026-04-18 | 57.4 |
| Observed price | 2026-05-12 | 53.4 |
| Observed price | 2026-05-16 | 48.2 |
| Observed price | 2026-05-28 | 56.4 |
| Observed price | 2026-06-13 | 51.4 |
| Observed price | 2026-07-07 | 60.8 |
| Observed price | 2026-07-19 | 47.3 |
| Observed price | 2026-07-27 | 46.7 |
| Observed price | 2026-08-16 | 54.0 |
| Observed price | 2026-08-20 | 58.1 |
| Observed price | 2026-09-14 | 53.0 |
| Observed price | 2026-09-15 | 51.8 |
| Observed price | 2026-09-17 | 57.3 |
| Observed price | 2026-09-18 | 56.6 |
| Published advisor forecast | 2026-04-10 | 51.2 |
| Published advisor forecast | 2026-07-10 | 48.1 |
| Published advisor forecast | 2026-10-10 | 50.6 |
| Published advisor forecast | 2027-01-10 | 54.6 |
| Published advisor forecast | 2027-04-10 | 52.4 |
| Published advisor forecast | 2027-07-10 | 56.1 |
| Published advisor forecast | 2027-10-10 | 62.8 |
| Published advisor forecast | 2028-01-10 | 68.5 |
| Published advisor forecast | 2028-04-10 | 65.0 |
| Published advisor forecast | 2028-07-10 | 70.2 |
| Published advisor forecast | 2028-10-10 | 80.8 |
| Published advisor forecast | 2029-01-10 | 85.6 |
| Published advisor forecast | 2029-04-10 | 83.1 |
| Published advisor forecast | 2029-07-10 | 91.4 |
| Published advisor forecast | 2029-10-10 | 104 |
| Published advisor forecast | 2030-01-10 | 107 |
| Published advisor forecast | 2030-04-10 | 127 |
| Published advisor forecast | 2030-07-10 | 134 |
| Published advisor forecast | 2030-10-10 | 145 |
| Published advisor forecast | 2031-01-10 | 152 |
| Published advisor forecast | 2031-04-10 | 155 |
2. Scenarios & Signals
Bull case
The Bull Case accelerates the negentropy trajectory via flawless clinical execution and predatory M&A. The base case holds, but is amplified by Vertex fully acquiring CRSP to internalize the in vivo pipeline, or the cardiovascular data proving so overwhelmingly positive that it becomes the default standard of carestandard of careThe accepted medical practice or diagnostic protocol used by clinicians to treat specific patient conditions.View full glossary entry globally, forcing insurers to mandate it over statins.
- In vivo programs demonstrate zero off-target genotoxicity in 10,000+ patient-years.
- Vertex executes a buyout at a 100%+ premium to bypass licensing economics.
- TrumpRxtrumprxTrumprx is a shorthand label for prescription drug pricing proposals centered on stronger cost control, negotiation, or market access reforms.View full glossary entry price caps exclude single-dose curative genetic therapies due to lifetime cost-savings lobbying.
Bear case
The Bear Case materializes if the biology fails to scale or the macro environmentmacro environmentThe combination of growth, inflation, interest rates, policy, and liquidity shaping economic conditions.View full glossary entry becomes actively hostile to innovation. The in vivo pipeline triggers a severe immune or oncogenic event, forcing the FDA to halt the entire platform. CRSP is relegated back to fighting the entropy of ex vivo manufacturing, bleeding cash into a high-rate environment with no terminal upside.
- A lethal off-target edit destroys the safety profile of the LNP platform.
- Sovereign data fencing cripples their AI-driven guide-RNA optimization.
- Hormuz-driven supply chainsupply chainThe network of suppliers, producers, logistics providers, distributors, and customers involved in creating and delivering a product or service.View full glossary entry chaos permanently elevates the cost of bioreactor materials.
Current crowd narrative
The noisy primate market views CRSP as a 'one-trick pony' struggling to monetize its primary trick. They are obsessing over the agonizingly slow quarter-by-quarter Authorized Treatment Center (ATC) onboarding for casgevyCasgevy is a branded gene-editing therapy name often used as shorthand for one-time genomic treatments targeting inherited disease mechanisms., weeping over the thermodynamic horror of autologous manufacturing. Compounding this neurosis, the crowd assumes the Warsh 'higher-for-longer' yield curveyield curveThe relationship between interest rates and the maturity of debt securities.View full glossary entry is a death sentence for CRSP's long-duration pipeline. Sell-side analysts are modeling cash burncash burnThe rate at which a company consumes its cash reserves to fund operations before achieving profitability.View full glossary entry and discounting outer-year revenues to zero, completely ignoring the structural pivot toward in vivo therapeutics occurring under the surface.
Alpha-gap assessment
The variant perceptionvariant perceptionAn investment view that differs from market consensus and assumes future outcomes will be better or worse than widely expected.View full glossary entry lies in thermodynamic scaling. The market prices CRSP strictly on the ex vivo (casgevyCasgevy is a branded gene-editing therapy name often used as shorthand for one-time genomic treatments targeting inherited disease mechanisms.) rollout, which is merely an inefficient proof-of-concept for regulators. The true value is the 'in vivo' LNP platform. By moving edits inside the body, CRSP solves the manufacturing bottleneck, shifting from boutique artisanship to an industrial-scale Negentropy Engine. Furthermore, the market misprices the $2B cash balance; in a Warsh-rate regime, liquidity is a weapon. CRSP is biologically anchored, heavily capitalized, and actively transitioning to scalable architectures, rendering the current duration-penalty selloff absurd.
Convergence catalyst
The alpha gapalpha gapA difference between an investment view of potential excess return and the excess return implied by current market expectations.View full glossary entry will close forcefully upon the Phase 2 efficacy and durability readouts for their in vivo cardiovascular programs (CTX310/320), expected mid-to-late 2027. Once clinical data irrevocably proves that systemic LNP delivery of CRISPR-Cas9 is safe and durable in humans, the market will be forced to re-underwrite the Total Addressable Markettotal addressable marketTotal addressable market (TAM) is the full revenue opportunity available if a product or service achieved complete adoption within its relevant market.View full glossary entry from 'rare blood disorders' to 'global cardiovascular disease.'
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