Casgevy Sales Surge

Casgevy sales in 2025 totaled $116 million, surpassing Vertex’s target of approximately $100 million, a performance that prompted Needham to lift its price target on CRISPR Therapeutics from $80 to $82 while maintaining a Buy rating. The firm’s share price has declined 6.7% over the past 30 days, sits about 37% below analyst targets, and trades roughly 76% below its fair‑value estimate. Vertex’s guidance for 2026 revenue of $500 million+ is seen as a key catalyst, though analysts project the company’s 2026 revenue to reach nearly $130 million and to rise to over $330 million in the following year, a trajectory that would rely on scaling Casgevy infusions to the 60,000 eligible patients identified versus the 147 who began treatment last year.