CRISPR approval: monumental & messy - an opportunity

Last Friday, a historical moment unfolded at the FDA: the first gene editing treatment based on CRISPR technology was approved. But a few twists in the plot were thrown in.

Bottom line

The first CRISPR-powered therapy has been granted market access.

Yet, the FDA's unexpected simultaneous approval of a second gene therapy for the same condition sent a signal that traditional gene therapy may remain relevant and can be compared to CRISPR technology.

However, it's not fair to compare Bluebird bio's golden standard viral DNA delivery method in gene therapy to CRISPR's initial approval, which is still in its early stages, described as "indirect, rudimentary, and just beginning" by pioneers in the field.

CRISPR is the fastest tech to go from academia to market. Its modularity, engineerability, and now market readiness mark a critical turning point for the sector, an impact that is not yet fully recognized by the market, offering an attractive opportunity to savvy investors. 

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