CRSP 8-K SEC Filing Analysis

Latest settled — T+20d

CRSP ▼ -0.69% at T+20d

SHORT call ✓ call won +0.69% · α vs SPY +5.64% · entry $52.38 → $52.02

Next anchor: T+60d in 7w

Last close $51.60 (close Jun 8) · +1.49% from $52.38 entry (call sign-flipped)

Entry anchored
May 4, 03:59 PM ET
via Databento tick

T+1d

0.00%

call 0.00% · α +1.38%

$52.38

settled 5w ago

T+5d

+3.11%

call -3.11% · α -1.13%

$54.01

settled 4w ago

T+20d

-0.69%

call +0.69% · α +5.64%

$52.02

settled 8d ago

T+60d

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call — · α —

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in 7w

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Executive Summary

CRISPR Therapeutics reported Q1 2026 EPS of -$1.28, missing consensus of -$1.14 by 12.3%. Total revenue of $1.5M was up 69% YoY but still minimal. Net loss narrowed to $122.9M from $136.0M a year ago. CASGEVY generated $43M in global revenue (100% to Vertex; CRISPR's 40% share is netted in collaboration expense). No formal guidance was provided.

Actionable Insight

The EPS miss may weigh on shares near term. Focus on CASGEVY patient initiation momentum (64 patients infused in 2025) and upcoming pipeline catalysts in H2 2026 (zugo-cel data, CTX310/340 trial starts). The strong balance sheet supports the pipeline but does not erase the earnings disappointment.

Key Facts

Q1 2026 EPS: -$1.28 vs consensus -$1.14 (12.3% miss)
Total revenue: $1.5M (up 69% YoY from $0.9M)
Net loss: -$122.9M vs -$136.0M in Q1 2025 (improved 9.6%)
CASGEVY global revenue: $43M; 40% profit share to CRISPR (netted in collaboration expense)
Cash & marketable securities: $2.44B (up from $1.98B at Dec 2025, boosted by $585M convertible note issuance)
Pipeline progress: multiple Phase 1/2 trials advancing; FDA cleared IND for zugo-cel in autoimmune neurology

Financial Impact

EPS miss of $0.14 per share vs consensus; quarterly net cash burn ~$122.9M

epsnet losscash position

Risk Factors

Continued high R&D spend without near-term profitability
Dependence on Vertex for CASGEVY commercialization
Clinical trial risks across multiple early-stage programs
Potential dilution from convertible notes (if converted)

Market Snapshot

Exchange

Nasdaq

Sector

Biological Products, (No Diagnostic Substances)

Analyst Consensus

63% bullish (35 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001193125-26-204147
Document: crsp-20260504.htm	0001193125-26-204147
Document: 0001193125-26-204147-index-headers.html	0001193125-26-204147
Document: 0001193125-26-204147-index.html	0001193125-26-204147
Document: 0001193125-26-204147.txt	0001193125-26-204147
8-K Data (Synthetic)	0001193125-26-204147

4 reports for CRSP

T+1T+5T+20T+60

Filters

Reports for CRSP — sortable, filterable
	Type				Now
Jun 4, 2026 5d ago	8-K NEUTRAL ★ 3/10	$56.90 awaiting T+20	awaiting T+20	—	$51.60 (−9.31%)
May 4, 2026 5w ago	8-K BEARISH ★ 5/10	$52.38 $52.02	▲ +0.69%	▲ +5.64%	$51.60 (+1.49%)
Apr 21, 2026 7w ago	DEFA14A NEUTRAL ★ 3/10	$55.54 $48.56	▼ −12.57%	▼ −17.48%	$51.60 (−7.09%)
Mar 16, 2026 12w ago	Insider Cluster NEUTRAL ★ 3/10	$48.42 $56.86	▲ +17.43%	▲ +13.65%	$51.60 (+6.57%)

US Market Status

Market Closed — Opens in 7h 17m

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