Aug. 17 at 12:50 PM
$CRSP I'm very confident this will be a very attractive buy at 150+ between 2028 and 2030. From there, throughout the following decade it will likely increase exponentially. I'll have a better formed opinion in 2030. As far as how it trades now? It's impossible to predict when the market will decide to start pricing in positive, speculative data. Will positive ctx310 results boost the stock, or because the drug is so far away from financial relevance, will there be little reaction? There is such a massive market opportunity you'd think there would be some kind of boost but institutions are in control here so we'll see. I really don't care because I have such confidence that by 2028 to 2030 a 15 billion market cap will easily be justified with mediocre success. Around that time gentler conditioning for casgevy should be approved/close to approved which will dramatically help scale the drug. Long term hold. If this were to explode on speculation too early it would get slammed back down.
