NASDAQ$CRSP

CRISPR Therapeutics AG · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

CRISPR Therapeutics reported financial results and business updates for Q2 2023.

CRISPR Therapeutics reported a net loss of $77.7 million for the second quarter of 2023, with total collaboration revenue of $70.0 million. The FDA accepted BLAs for exa-cel for severe SCD and TDT, marking significant progress towards delivering innovative gene-edited therapies.

  • FDA accepted Biologics License Applications (BLAs) for exagamglogene autotemcel (exa-cel) for severe Sickle Cell Disease (SCD) and Transfusion-Dependent Beta Thalassemia (TDT).
  • Enrollment and dosing are ongoing for CTX110 targeting CD19+ B-cell malignancies and CTX130 targeting CD70 for the treatment of T cell lymphomas.
  • Enrollment is ongoing and dosing initiated for next-generation CAR T candidates, CTX112 targeting CD19+ B-cell malignancies and CTX131 targeting CD70+ solid tumors.
  • A Phase 1/2 clinical trial of VCTX211 for the treatment of Type 1 Diabetes (T1D) continues with enrollment and dosing ongoing.

Headline financials

Total Revenue

$70M

Previous: $158K+44203.8%
EPS (adj)

-$0.98

Previous: -$2.40+59.2%
Capital Expenditures

-$6.61M

Previous: -$25M+73.5%
Free Cash Flow

-$84.4M

Previous: -$211M+60.0%
Net Income

-$77.7M

Previous: -$186M+58.2%
Operating Income

-$95.2M

Previous: -$183M+48.0%
Gross Profit

$25.4M

Previous: -$33.8M+175.1%
Cash & Equivalents

$445M

Previous: $497M-10.5%
Total Assets

$2.2B

Previous: $2.46B-10.8%
Stock-Based Comp

$21.8M

Previous: $24.9M-12.4%

Revenue & EPS history

CRISPR Therapeutics · Revenue · Quarterly

$70M

Q2 2023+44,203.8%vs Q2 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

CRISPR Therapeutics · $762K total across 1 segment · Q1 2022

  • Grant Revenue
    $762K+126.1%

Forward guidance

CRISPR Therapeutics is advancing multiple clinical programs and expects to initiate a clinical trial for CTX310 this year, with plans to enter the clinic with an investigational program targeting lipoprotein (a) (Lp(a)) in the first half of 2024.

Tailwinds

  • Advancing lead in vivo program, CTX310, targeting ANGPTL3, into the clinic this year.
  • Progressing an investigational program targeting lipoprotein (a) (Lp(a)) and expects to enter the clinic in the first half of 2024.
  • Continuing enrollment and dosing in a Phase 2 single-arm potentially registrational clinical trial of CTX110.
  • Continuing enrollment and dosing in the Phase 1 COBALT-LYM trial evaluating the safety and efficacy of CTX130.
  • Continuing to enroll and has initiated dosing in a Phase 1 clinical trial of CTX112.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+2.1%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+1.4%

Avg return

30 days after

48%

19 / 40 earnings

Positive

+22.8%

Q3 2019

Best reaction

-7.7%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%+2.4%+6.3%
Q4 2025+1.2%+10.0%+0.9%
Q3 2025-1.0%-4.7%+4.5%
Q1 2025-0.1%-3.2%+7.2%
Q4 2024-2.8%-8.3%-18.2%
Q3 2024+0.3%+2.0%-2.1%
Q2 2024-3.5%-8.0%-11.9%
Q1 2024-3.6%+0.2%+4.2%
Q4 2023+9.5%+9.3%-9.0%
Q3 2023+14.9%+4.3%+39.5%
Q2 2023+4.1%-2.6%+0.3%
Q1 2023+13.7%+14.5%+12.5%
Q4 2022-1.0%-5.6%-15.2%
Q3 2022+4.5%-2.2%+3.8%
Q2 2022-7.7%-3.4%-20.1%
Q1 2022-1.5%+8.8%+53.8%
Q4 2021+5.7%-0.5%+15.1%
Q3 2021-3.0%-1.8%-26.9%
Q2 2021+1.1%+1.4%+3.4%
Q1 2021-0.1%-3.3%-12.8%
Q4 2020-6.8%-7.5%-23.3%
Q3 2020-1.8%-12.2%+23.9%
Q2 2020-4.4%-5.4%-1.6%
Q1 2020-5.5%-11.9%+13.3%
Q4 2019+2.0%-2.1%-34.0%
Q3 2019+22.8%+27.7%+70.9%
Q2 2019-2.3%-3.9%-11.2%
Q1 2019-2.0%-1.1%-10.1%
Q4 2018+14.3%+26.2%+8.0%
Q3 2018+7.5%+3.2%+0.0%
Q2 2018-2.7%-2.7%+3.0%
Q1 2018-0.4%+2.0%+29.6%
Q4 2017+10.2%+9.7%-16.0%
Q3 2017-6.5%-2.1%+4.1%
Q2 2016+9.4%+10.1%+6.7%
Q2 2017+9.4%+10.1%+6.7%
Q1 2016-0.1%-2.9%-14.2%
Q1 2017+4.3%-4.2%-17.9%
Q4 2016+11.1%+13.3%-12.4%
Q3 2016-7.0%-1.9%-3.3%
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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