EPOCH 42: BIOTECH MARKET RESEARCH ($CRSP)

CRISPR Therapeutics

This week we are featuring CRISPR Therapeutics and their Advisory Committee meeting for exa-cel in beta-thalassemia and sickle cell disease on October 31st. Given the historic nature of this decision we have chosen to highlight the event.  We anticipate high scrutiny on this adcom dialog given the potential to deliver the world's first gene editing product - options pricing now suggests ~20% move, but 

Every Monday we are out with public biotech research, profiling biotech companies with near term catalysts. This will focus primarily on the major market moving biotech events such as data readouts from the major scientific conferences as well as potential regulatory approvals.

We will not offer specific trading advice (and we do not hold any publicly traded biotech equity), but rather flag emerging events that will likely materially drive stock prices (sometimes +/-100% in either direction).

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HOW TO PLAY BIOTECH APPROVAL/DATA READOUTS ANNOUNCEMENTS

While biotech equities will move on news of announcement, often if there is high conviction in a positive read, a large run up ahead of the news will occur and the actual event turns into a sell the news event. Sometimes, investors wait for the actual event to make a long/short decision. And obviously if the news is disappointing (more often than not) the stock will tank.

This is not financial advice so you will have to make your own call on how to best play these events.

ALERT: CRISPR Therapeutics ($CRISP) exa-cel for beta-thalassemia and sickle cell disease advisory committee

DATE: October 31, 2023

IMPLIED VOLATILITY: +/- 20%

BACKGROUND: