I think when it comes to CRISPR the top pick in everyone's book has to be $BEAM with base editing. Right now, they are the only company that can do base editing. Some of the others are attempting to build their own, but no success has been shown yet.
Base editing solves all of the potential issues of first generation CRISPR tech around Double Stranded Breaks and possible mutations. It does so by giving up the ability to do insertions. That is no big deal as no CRISPR company has done successful insertion except ex-vivo.
So far the first generation companies are stuck doing gene knockouts as a mutation in a gene that gets silence doesn't matter. It really matters when they start to do insertions which none of them has even attempted yet in-vivo. That is when I am sure we will have issues.
This makes base editing the top tech in CRISPR. I think $BEAM has done an amazing job partnering up the technology across different applications with different partners. They get plenty of milestones and downstream royalties to make it really worth while.
The other base editor is $VERV which I think is a waste of investment money to buy. $BEAM gets a large portion of their sales. $VERV has a huge challenge in the space it is going after with lipids and triglycerides. Huge competition with little desire to make a permanent fix.
I would actually caution investor to avoid $VERV and just own $BEAM since they get a huge part of $VERV and so much more. When investing capital, its best to put it in the one company that has the best potential.
When it comes to the first generation editors, I have to go with $NTLA and $CRSP. These 2 companies seem to have top shelf management and vision to really make something out of the technology.
$NTLA is developing in-vivo gene knockouts, cell therapies and working on its own base editor. They have some promising early data and the cash to drive innovation.
$CRSP is the most advanced CRISPR program around cell therapies and regenerative medicines. They have a cure of Sickle Cell disease and are working toward more cell lines with islet cells and diabetes.
These are the top 3 companies unless something new goes public. If Mammoth, Prime or Sherlock went public, I think I would have to own those.
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