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Genomics & Gene Editing

CRISPR editors + AI drug discovery — clinical-stage, binary readouts

Gene editing + computational/AI drug discovery — mostly clinical-stage, pre-revenue names whose value turns on binary trial readouts, anchored by one profitable, de-risked franchise. Curated structure; live delayed prices. Not investment advice.

Highly speculative theme: many names here are clinical-stage / early / extreme-multiple, with large drawdown and total-loss risk. For research only — not investment advice.
1

CRISPR / Gene Editors

The editing platforms — one has an approved therapy, the rest are clinical-stage and binary on trial data. VRTX is the de-risked, profitable anchor (commercial CRISPR partner).

VRTX
—
Vertex Pharmaceuticals

De-risked anchor: profitable mega-cap, commercial CRISPR partner (Casgevy) + dominant cystic-fibrosis franchise.

CRSPSpec
—
CRISPR Therapeutics

First approved CRISPR therapy (Casgevy, with VRTX) + pipeline; commercial-but-early.

NTLASpec
—
Intellia Therapeutics

In-vivo gene editing; positive Phase 3 (hereditary angioedema) — an in-vivo first.

BEAMSpec
—
Beam Therapeutics

Base-editing platform (more precise than cut-CRISPR); clinical-stage, pre-revenue.

EDITSpec
—
Editas Medicine

Gene-editing; smallest and most troubled of the editors — very high risk, frequent strategy shifts.

2

AI Drug Discovery & Precision Medicine

Computational / AI platforms designing molecules + reading genomic-clinical data. Mostly pre-profit, partnership-milestone-driven.

SDGR
—
Schrödinger

Physics-based computational drug-design software + an internal pipeline — dual software + biotech value.

RXRXSpec
—
Recursion Pharmaceuticals

Image-based AI drug-discovery platform (absorbed Exscientia in 2024); pre-profit.

TEMSpec
—
Tempus AI

AI precision-medicine / diagnostics platform (genomic + clinical data); high-growth.

ABSISpec
—
Absci

Generative-AI antibody design; small-cap, pre-commercial, partnership-milestone-driven.

RLAYSpec
—
Relay Therapeutics

Motion-based / computational drug discovery; clinical-stage, binary on trial readouts.

Curated structure · live delayed prices from public data · for reference only · not investment advice

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