Crispr Therapeutics AG (CRSP) Insider Buys Big — Should You?
🧬 Breaking Update — Aug 11, 2025
🚨 Fresh Insider Buy (Aug 6): Board member Douglas A. Treco just boosted his CRISPR stake from “barely-there” to 22,000 shares — scooping 20,000 shares at $57.03, a >999% jump worth $1.14M. When a biotech director goes from “I’m on the board” to “Hold my pipette,” you take notice.
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CASGEVY® momentum: 75 authorized treatment centers 🌍 activated globally (goal ✅), ~115 patients’ cells collected.
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CTX310™ (cholesterol killer): Dose-dependent drops of up to 82% triglycerides and 86% LDL 😮 with a clean safety profile. Full Phase 1 data coming later this year.
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Pipeline hums: CTX320™ (LPA gene) update in 1H 2026; CTX112™ & CTX131™ oncology/autoimmune readouts later in 2025; EMA Phase 2 greenlight for SRSD107 in clot disorders.
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💰 Cash war chest: ~$1.7B as of June 30.
📈 Stock Performance Check:
Since our first CRSP write-up on Apr 12 ($39.30), shares have surged nearly +50% 🚀. Even since the July 18 article, they’re modestly higher — proving sometimes you really can CRISPR your portfolio for the better.
📜 Original July 18, 2025 Coverage 🧬
Price: $55.09 (−0.09%) 🧬
Insider Buy Alert 🚨
Trade Date: July 16, 2025 💰
Filed: July 17, 2025 🔬
📈 Insider: Dr. Simeon George
🎓 Neuroscientist, U Penn MD, Wharton MBA, Biotech Rainmaker
🎯 Buy: 989,812 shares at $52.03
💼 Total Owned After: 2,038,763 shares
📈 Ownership Jump: +94%
💸 Value: $51.5 Million
That’s not a nibble. That’s a feast.
When a board member and biotech veteran with a track record like George’s drops $51 million into Crispr, even CRISPR/Cas9 looks up and asks: “Yo, should we be investing too?”
Simeon George is CEO and Managing Partner of SR One Capital Management, LP, a transatlantic biotech venture capital firm. Previously, he served as CEO and President of S.R. One, Limited (now GSK Equity Investments, Limited), an indirect, wholly owned subsidiary of GlaxoSmithKline plc. Co-founded Nkarta, Inc. (NKTX), a clinical-stage biopharmaceutical company. Started as a consultant at Bain & Company and also worked in investment banking at Goldman Sachs.
🏦 Institutional Muscle Is Here Too
It’s not just Dr. George going all-in. Institutional giants are holding 77.78% of the float.
We’re talking ARK, Capital International, Blackrock, State Street — the biotech Avengers 🦸♂️🧬
Here’s the top-10 list of believers:
|
Holder |
Shares |
% Out |
Value |
|
ARK Investment Management, LLC |
10.17M |
11.77% |
$560M |
|
Capital International Investors |
6.07M |
7.03% |
$335M |
|
T. Rowe Price Investment Mgmt |
3.8M |
4.40% |
$209M |
|
Blackrock Inc. |
2.61M |
3.03% |
$144M |
|
Sumitomo Mitsui Trust Holdings |
2.54M |
2.94% |
$140M |
|
Nikko Asset Mgmt Americas, Inc. |
2.54M |
2.94% |
$140M |
|
State Street Corporation |
2.41M |
2.79% |
$133M |
|
UBS Group AG |
2.07M |
2.40% |
$114M |
|
UBS AM (UBS ASSET MGMT) |
1.95M |
2.26% |
$108M |
|
FMR, LLC |
1.94M |
2.25% |
$107M |
Cathie Wood alone (via ARK) owns over 10 million shares. If belief could be gene-edited, she’d patent it.
🔍 For Institutional Ownership breakdown, see here.
🧪 What’s Crispr Therapeutics Up To?
If you’ve ever wished medicine could fix the root cause — not just slap a band-aid on symptoms — meet CRISPR Therapeutics.
⚙️ Core Tech: CRISPR/Cas9 gene editing
🏆 Milestone: First-ever FDA approval of a CRISPR-based therapy — CASGEVY®
🌍 Global Approvals: US, UK, EU, Canada, UAE, Saudi Arabia, Bahrain, and Switzerland
It’s not just sickle cell and beta thalassemia anymore.
They’re coming for:
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🧠 Autoimmune diseases
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🧬 Hematologic cancers
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💗 Cardiovascular disease
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🧫 Rare metabolic disorders
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💉 Type 1 diabetes
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And a future where needles fear retirement.
🧬 Clinical Pipeline = Deep
Highlights:
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🚀 CASGEVY® launching globally, 65+ treatment centers active
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🛡️ CTX112™ (CAR T): Cancer & autoimmune (with RMAT nod from the FDA)
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🔬 CTX310/CTX320™: Gene-editing your cholesterol and lipoprotein risk away
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💉 CTX211: A shot at curing Type 1 diabetes (we’re listening)
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🧪 CTX131™: Solid tumors and tough hematologic cases
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💰 Cash on hand: ~$1.86 Billion 💵
💡 Financials at a Glance (As of Q1 2025)
| Metric | Value |
|---|---|
| 💵 Cash | $1.86 Billion |
| ⚗️ R&D | $72.5M |
| 🧾 G&A | $19.3M |
| 📉 Net Loss | $136M |
| 🚀 Funding | Strong support from Vertex & capital raises |
Translation: Burning cash, yes. But they’ve got a runway longer than a Dubai airstrip and a product finally in the marketplace.
👉 Want the full picture? Dive into Crispr Therapeutics AG's financials here.
⚠️ Risks? Of Course.
😬 Pricing Pressure: Advanced therapies are expensive, and insurers don’t always play nice.
🤔 Execution Risk: Will CASGEVY scale? Will the rest of the pipeline get approval?
💸 Burn Rate: Even with $1.9B in the bank, biotech eats money like Pac-Man.
🧬 Competition: The gene-editing race is real — and fierce.
Still, for those seeking asymmetric bets in healthcare, CRISPR may just be one edit away from greatness.
💡💡💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.
🧠 Bottom Line
A $51M insider bet + institutions on board + real revenue (and hopefully profits) on the horizon = 🚀 potential.
Is it a guarantee? Absolutely not.
But if you’re betting on biotech breakthroughs, CRSP may belong in your basket of bold plays.
🧪 Quick DNA on CASGEVY®
🧬 Edits the BCL11A gene in stem cells → boosts fetal hemoglobin (HbF)
💉 Treats: Sickle Cell Disease & Beta Thalassemia
🏥 90+ patients treated, 65+ global centers running
🛠️ Joint venture with Vertex (60/40 split)
🤝 Strategic Partners
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Vertex: Co-developer, global manufacturer, commercial arm
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Nkure Therapeutics: Indian development and access partner
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Regulators: Already nodding with RMAT and other designations
🧬 Parting Shot
“Edit the disease, not the symptom.”
That’s the Crispr playbook.
Whether you’re investing or gene-splicing your way through the financial jungle, CRSP is a stock worth editing into your watchlist. 🧬📈
🚨 Disclaimer:
This article is for entertainment and information only. We write crisply but we’re not licensed to prescribe stocks. Do your own research or consult a gene-edited financial advisor. 😄
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