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No. of Recommendations: 1
I know there are some smart bio/dr types out there, given all the Nektar research lately.

Curious your thoughts on these 3 that I constantly see heralded as leaders in the nascent CRISPR gene-editing space?

They are all fairly small, about $1.5b-2.5b, but in the research phase vs making money phase right now. So I am having trouble valuing them and the upside. My thought was to do a basket of all 3 - but that assumes the TAM is real, the promise is real, and that I just don't know which will be the victor. Or - is there room for multiple winners here? Unclear the patent fighting, if any, that exists in this space.

CRSP
http://crisprtx.com/about-us/overview.php
http://ir.crisprtx.com/phoenix.zhtml?c=254376&p=irol-IRH...
CRISPR Therapeutics is a leading gene-editing company focused on the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 gene-editing platform. CRISPR/Cas9 is a revolutionary technology that allows for precise, directed changes to genomic DNA. Our multi-disciplinary team of world-class researchers and drug developers is working to translate this technology into breakthrough human therapeutics in a number of serious diseases. Our lead program, CTX001, aims to treat Sickle cell disease and ß-thalassemia using an ex vivo approach. We are also pursuing oncology indications with our allogeneic CAR-T platform and liver, lung, and neuromuscular indications using in vivo approaches. In addition, we have established strategic collaborations with Bayer AG and Vertex Pharmaceuticals to develop CRISPR-based therapeutics in other diseases with high unmet need. We have licensed the foundational CRISPR/Cas9 patent estate for human therapeutic use from our scientific founder, Dr. Emmanuelle Charpentier, who co-invented the application of CRISPR/Cas9 for gene editing. We are headquartered in Zug, Switzerland with R&D operations in Cambridge, Massachusetts, USA and select business operations in London, United Kingdom.

EDIT
http://www.editasmedicine.com/company-overview
At Editas Medicine, we believe we have entered a new era in genomic medicine as the growth of genomic information in recent years has significantly expanded our understanding of genetically defined diseases. Furthermore, a new technology known as CRISPR (Clustered Regularly Interspaced Short Palindromic Repeats) has the potential to achieve accurate, directed changes in DNA and fulfill the promise that started with the sequencing of the human genome – the potential to treat diseases at their source, at the DNA level.

NTLA
https://www.intelliatx.com/
At Intellia, we push the boundaries. We are focused on positively disrupting health care treatment of patients with genomic diseases. Conventional medicines treat the symptoms instead of the genetic cause of severe and life-threatening diseases, meaning that patients must take these therapies throughout their lives.

Intellia is revolutionizing medicine by harnessing the power of genome editing to develop potential cures. We bring new hope for people living with conditions including cancer, genetic disorders, viral infections, inflammatory disorders and many more.

As one, we are:

Unleashing the power of genome editing to transform medicine by correcting the underlying genetic cause of disease
Developing genome editing solutions for personalized and curative treatments
Broadening the potential application with a simplified manufacturing process
Harnessing DNA’s natural pathways to safely and effectively treat, and even cure, patients
Intellia is at the center of a scientific revolution – in a unique position to use its unmatched, powerful and precise technology to correct the genetic causes of disease.

Intellia can unlock the promise of genome editing using CRISPR/Cas9 to create a new class of therapeutic products.


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Any thoughts from our smart medical Fools?
Can you point me in any good directions for newsletters/blogs that objective look at CRISPR and all 3 of these companies?
Any previous posts of note that helped summarize the pros/cons of each of the 3 stocks in this space?

Appreciate any feedback. Happy to research more on my own, but didn't want to reinvent the wheel if this has been drilled down extensively in the recent past. Thanks!

Dreamer
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