Ted

Interested in CRISPR

[Ted @BlackInk67]

$VRTX $CRSP: New CASGEVY paediatric data looks strong. In ages 5–11, 11 SCD patients dosed; 8/8 evaluable were VOC-free ≥12 months. In TDT, 15 dosed; 8/8 evaluable achieved transfusion independence ≥12 months. US review underway; UK & Saudi submissions completed. Increases TAM

[Ted @BlackInk67]

$CRSP did 3 conf calls in a week (Jefferies, William Blair, Goldman). Fed all 3 transcripts to Claude to cut the jargon and surface the signal: 5 catalysts H2 '26, pivotals in '27, $2.4B cash, profitability "when not if." Plain-English breakdown attached

[Ted @BlackInk67]

$VRTX reports CASGEVY numbers on 4th May.

My base case:
45 collections
35 infusions

🤞🏼 for more.

Also hoping for an update on paediatric label expansion which should materially expand the addressable market plus growing Saudi infusion momentum.

$CRSP

[Ted @BlackInk67]

@Dimas_DiBi I think volume dropped 50% ....but still high. I'm thinking digestion rather than a continued sell off

[Ted @BlackInk67]

Mini panic waking up to $CRSP drop in share price due to $350M convertible note raising. Instit buyers of notes often perform a convert arbitrage strategy. To hedge, they short the stock at the same time they buy the notes, which creates downward pressure on the share price.

[Ted @BlackInk67]

@JessieChimni Correct on both

[Ted @BlackInk67]

$CRSP very bullish on Zugocel in autoimmune: “all in” with rapid enrolment, expanding beyond lupus/myositis/scleroderma into ITP/wAIHA, and a strong claim that allo CAR-T can be the autoimmune winner on scalability, convenience, safety, and cost (sub-$10k COGS). “All systems go.”

[Ted @BlackInk67]

@JessieChimni I'm sure it will be. Just a more competitive/crowded space.

[Ted @BlackInk67]

@zhaoweiasu Once again (how many times) you're not acknowledging my tweet and that the market is bigger that beam/prime and equally applies when not using base/prime editing. Of course they are better-suited to mutation-by-mutation customisation but the framework is broader.

[Ted @BlackInk67]

Takeaway from the CRSP/Citi conf: Zugocel may be good, but “good” may not be enough in a fastmoving oncology CAR-T market. The pirtobrutinib combo looks like $CRSP attempt to stay ahead of the next wave especially on durability. No data yet, but the strategy is becoming clearer.

[Ted @BlackInk67]

@SignoGnazio @grok Yes almost def fresh pricing/reimbursement negotiatiions but
adult agreements set precedent. If outcomes + durability hold, earlier treatment is easier to justify long term IMO

[Ted @BlackInk67]

The single number that will move $CRSP isn’t hype. It’s total CASGEVY infusions next update.

100+ cumulative > very bullish
~200 trajectory > likely re-rates hard
<80 and slow ramp > sideways frustration continues

Execution = everything now 🙏🏼

[Ted @BlackInk67]

@zhaoweiasu @KlausMolle @UrnovFyodor

[Ted @BlackInk67]

@yaireinhorn @silberschmelzer A Betaville “uncooked alert” is basically low-confidence M&A gossip, market chatter that might be true but hasn’t been properly checked. It’s closer to “rumour on the street” than to a vetted news scoop $CRSP

[Ted @BlackInk67]

$PRME’s “into 2027” cash runway holds (just) due to the $145M raise in Q3 2025. The remain burn and raise. $213M cash covers ≈5 quarters at ~$42M burn. It’s a reset of the financing clock which is already ticking again. The runway is real, but fragile. Next (forced) raise mid-26

[Ted @BlackInk67]

@zhaoweiasu @UrnovFyodor you have been quoted, hopefully not out of context