**Hello again, Donald Pump here,**
I hope you are all enjoying the major tendies of my previous 3 posts. I am back again with a new idea which could just sequence brilliant autist genes into future WSB degens for generations to come...
**CRISPR Therapeutics ($CRSP) - Sector Tailwinds, Insider Buys & Massive SI:**
* I know what you’re going to say: “But Donald, I bought this with Cathie Wood in 2021 and now I am down 70%.” And while that may be true, it’s never too late to make it all back in one trade.
**Regulatory and Political Tide Turning**
* QURE’s new gene therapy essentially cured Huntington’s disease. This is a rising tide lifts all boats moment for gene therapy, and CRSP is the OG.
* The government is already all over this – RFK has supported fast tracking experimental gene therapies, and just this month the FDA published additional guidance on how to navigate this process. There’s now more focus and more eyeballs on this space than ever.
* **From Reuters**: [US Health Secretary Kennedy looks to fast-tracking approvals for rare disease drugs](https://www.reuters.com/business/healthcare-pharmaceuticals/us-health-secretary-kennedy-looks-fast-tracking-approvals-rare-disease-drugs-2025-06-05/)
* **From Politico:** "The FDA Published a series of gene-therapy draft guidance on expedited development and review, methods to capture product safety and efficacy data after approval and innovative clinical trial design for the therapies in small populations."
**Insider Buys**
* There are rarely insider buys at this company. Look at this chart. The last time insiders bought was the stone cold bottom of the taper tantrum in 2018.
* In July, Simeon George bought $50mm of stock through his fund, SR One. He has been on the board since 2015 and we have not seen anything like this from him before.
* Another board member, Douglas Treco bought $1mm in August. He has been on the board since 2020 and we have not seen anything like this from him before.
* When insiders who have been with the company for years start buying millions of dollars in the open market, it’s time to pay attention.
**Fortress Balance Sheet**
* The company has $1.7B in cash and hardly any debt. This is enough to fund operations for years.
**Shrt Interest**
* Last but not least, shrt interest is **30%**! This is about as high as It’s ever been. CRSP is not going to run out of money and it now has a narrative tailwind.
* Q4 is news-heavy for biotech's ahead of the JPM conference in January. For CRSP specifically, keep an eye out for a November heart conference update on its one-shot cholesterol program, faster rollout stats for its sickle-cell gene-editing treatment, and any tidbits on its cancer cell therapy pipeline.
**TLDR:** There is more excitement in the gene therapy space than there has been in years. Insiders are buying, the company has a lot of cash, and shrt interest is just way too high.
**Disclosure:** I am not a biotech analyst, I am just a retard with a Bloomberg terminal. NFA DYOR.
**Position:** JAN 80s
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