Monitor upcoming Phase 1b data for CTX310 at AHA on Nov 9 and Phase 1 data for zugo-cel at ACR on Nov 8. CASGEVY revenue trajectory and pipeline catalysts are key near-term drivers.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $49.99entry
- T+1 · 5d ago +3.57%α +1.92% · $51.78
- T+4 · todayOpen
- T+5 · in 17h Pending
- T+20 · in 23d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
CRISPR Therapeutics reported Q3 2026 CASGEVY revenue of $99 million, up 30% quarter-over-quarter and nearly 6x year-over-year, but total revenue of $12.7 million (collaboration + grant) missed the $16.6 million consensus. Net loss per share was -$1.15, wider than the consensus estimate of -$1.06, driven by higher R&D and acquired IPR&D expenses. The CASGEVY growth and pipeline progress are offset by the EPS miss and revenue shortfall.
Key Financial Metrics
Key Facts
- CASGEVY revenue of $99 million in Q3 2026, up 30% QoQ and nearly 6x vs Q3 2025
- Total revenue $12.7 million (collaboration $12.3M + grant $0.3M) vs consensus $16.6M
- Net loss per share -$1.15 (GAAP diluted) vs consensus -$1.06
- Net loss $111.4 million vs $106.4 million in Q3 2025
- Cash, cash equivalents and marketable securities $2,276.6 million as of Sep 30, 2026
- FDA granted RMAT designations to CTX310 for severe hypertriglyceridemia and elevated LDL-C
- Completed enrollment in Phase 2 trial of CTX611 in total knee arthroplasty
- Appointed new CTO and CFO during the quarter
Financial Impact
CASGEVY revenue $99M; total revenue $12.7M vs $16.6M consensus; EPS -$1.15 vs -$1.06 consensus; net loss $111.4M
Risk Factors
- Revenue miss vs consensus despite strong CASGEVY growth
- EPS miss driven by higher R&D and acquired IPR&D expenses
- Dependence on CASGEVY commercial ramp and regulatory approvals for younger patients
- Pipeline programs still in early to mid-stage clinical development
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3393703 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 8, 2026 today | Press Release | No price | awaiting T+20 | awaiting T+20 | No price |
Nov 6, 2026 1d ago | 144 | $48.98 | awaiting T+20 | awaiting T+20 | $50.07 (+2.23%) |
Nov 2, 2026 5d ago | 3 | $49.99 | awaiting T+20 | awaiting T+20 | $50.07 (+0.16%) |
Nov 2, 2026 5d ago | 8-K | No price | awaiting T+20 | awaiting T+20 | No price |
Nov 2, 2026 5d ago | Press Release | $49.99 | awaiting T+20 | awaiting T+20 | $50.07 (+0.16%) |
Oct 20, 2026 18d ago | Insider Cluster | $50.50 | awaiting T+20 | awaiting T+20 | $50.07 (+0.85%) |
Oct 19, 2026 19d ago | 8-K | $49.88 | awaiting T+20 | awaiting T+20 | $50.07 (+0.38%) |
Oct 16, 2026 22d ago | Insider Cluster | $50.04 | awaiting T+20 | awaiting T+20 | $50.07 (+0.06%) |
Oct 16, 2026 22d ago | Insider Cluster | $50.04 | awaiting T+20 | awaiting T+20 | $50.07 (−0.06%) |
Oct 15, 2026 23d ago | Insider Cluster | $49.25 | awaiting T+20 | awaiting T+20 | $50.07 (+1.66%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers