I snagged back a starter position in $CRSP today. I had sold 90% of my position at $175 and the rest at $130. Today, I picked up a starter .69% position at $83.33. It might have lost its innovation for now, but it is the same tech and could do everything $NTLA can.
$ARK has been loading up on $NTLA which makes me want to avoid that like the plague as its just over priced and over hyped. I can take the bet on $CRSP for a fraction of that value. They will have a strong SCD program. I have low expectations for anything else.
I am betting they will get shift gears once they have SCD commercial and get on the ball with building their next great thing. Personally, I think they should scarf up $IPSC on the cheap for their cell therapies. Or at least do a license deal.
If Prime or Mammoth goes public, that will shift everything. Prime would replace $CRSP for editors. If Mammoth goes public, It would replace $CRSP so I have a bit of sequencing and editing.
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