Citizens JMP reiterates CRISPR stock with $86 target

Published 21/05/2025, 10:00
Citizens JMP reiterates CRISPR stock with $86 target

On Wednesday, Citizens JMP maintained its Market Outperform rating and $86.00 price target on CRISPR Therapeutics (NASDAQ:CRSP), which currently trades at $39.25 and has gained over 10% in the past week. According to InvestingPro data, the company maintains a strong financial position with more cash than debt on its balance sheet. The biotechnology company recently announced a partnership with Sirius Therapeutics to develop new siRNA therapies. This collaboration is centered around SRSD107, an innovative, long-acting Factor XI small interfering RNA designed for treating thromboembolic disorders.

The agreement with Sirius Therapeutics marks a strategic move for CRISPR Therapeutics as it introduces a medium-term asset with significant potential. SRSD107 is expected to be ready for pivotal trials next year, which could open up access to a broad patient demographic within the cardiovascular and hematological disorder domain. With a current market capitalization of $3.4 billion and an overall Financial Health Score rated as ’FAIR’ by InvestingPro, the company appears positioned for this expansion.

Citizens JMP analyst highlighted the value that the collaboration with Sirius Therapeutics brings to CRISPR Therapeutics, emphasizing the potential to reach pivotal trial stages by next year. The deal is seen as a key medium-term value creator for the company, with the possibility to serve a substantial patient population in the cardiovascular and hematology disorder space.

The affirmation of the $86 price target is based on a discounted cash flow (DCF) analysis, which takes into account the expected future cash flows generated by CRISPR Therapeutics. The Market Outperform rating suggests that Citizens JMP believes CRISPR Therapeutics’ stock will perform better than the average return of the market over the next 12 to 18 months.

CRISPR Therapeutics’ work in the field of gene editing and its expansion into siRNA therapies demonstrates the company’s commitment to innovation and its potential to address unmet medical needs in the treatment of thromboembolic disorders. With the maintained rating and price target, Citizens JMP signals confidence in CRISPR Therapeutics’ strategic direction and growth prospects. Based on InvestingPro’s Fair Value analysis, the stock appears slightly overvalued at current levels. Subscribers can access 8 additional ProTips and a comprehensive analysis through the Pro Research Report, which provides deep insights into the company’s financial health and growth potential.

In other recent news, CRISPR Therapeutics has announced a strategic partnership with Sirius Therapeutics to develop SRSD107, a novel siRNA therapy for thromboembolic disorders. This collaboration involves an upfront payment of $25 million in cash and $70 million in equity from CRISPR to Sirius, with both companies sharing costs and profits equally. In another development, Clear Street analysts upgraded CRISPR Therapeutics’ stock from Hold to Buy, setting a new price target of $45, following the company’s first-quarter results that met expectations. JMP analysts maintained their Market Outperform rating with an $86 price target, citing promising data from CRISPR’s in-vivo programs and a robust cash position of $1.86 billion.

Goldman Sachs reiterated a Neutral rating with a $57 price target after discussions with CRISPR executives, noting the company’s resilience to macroeconomic uncertainties and its financial stability. CRISPR Therapeutics also received orphan drug designation from the FDA for its CAR T therapy targeting follicular lymphoma, highlighting the treatment’s potential for rare diseases. The company plans to present initial Phase 1 study data from its cardiovascular assets, CTX310 and CTX320, in the first half of 2025, aiming to demonstrate a safe profile and reduction in disease markers. Additionally, longer-term follow-up data from the Phase 1 study of its next-generation CAR T therapy, CTX112, is expected by mid-2025. These recent developments reflect CRISPR Therapeutics’ ongoing efforts to expand its therapeutic offerings and strengthen its position in the biotechnology sector.

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