Last month, I visited the MIT campus…
I attended the 2019 STAT Summit. This year is the inaugural summit, and it has immediately become one of the premier conferences in the world of medicine and bioscience.
Industry executives and researchers gathered to share the latest breakthroughs. This has easily been one of the highest-quality conferences I’ve attended this year.
If the building had collapsed, the biotech industry would have ground to a halt. That’s the level of talent that was in attendance.
There were so many applications to attend the invite-only event that the executive editor had to turn away more people than there were in attendance.
I’m writing to you now because I need to report on a pressing development that I believe could rewrite the health care industry as we know it.
And this news has me more bullish than ever on a once-in-a-generation investment idea.
But first, a bit of context…
The God Key
The update from STAT has to do with CRISPR-Cas9 genetic editing technology.
For readers who don’t know, CRISPR technology can “edit” our DNA as if it were software code. It is a way to “program” the genome and remove the “typos” – or, in genetic terms, the “mutations” – from DNA.
In the past, I’ve referred to CRISPR as the “God Key” because of its potential to cure thousands of genetic diseases.
And we’re getting early indications that CRISPR technology works…
Back in February, genetic editing companies CRISPR Therapeutics (CRSP) and Vertex Pharmaceuticals (VRTX) began gene editing trials for CTX001. The therapy is designed to treat a pair of blood disorders, beta thalassemia and sickle cell disease.
In November, CRISPR Therapeutics released safety and efficacy data from the world’s first CRISPR genetic editing human trial. The results were outstanding.
CRISPR Therapeutics revealed that it treated two patients with its CRISPR therapy – one with sickle cell disease and the other with beta thalassemia. Both of those patients have now been free from disease symptoms since the treatment.
The beta thalassemia patient has not needed a blood transfusion in nine months. This is amazing considering patients with this disease typically need blood transfusions every two to four weeks.
And the sickle cell patient has not suffered a crisis in four months.
That bears repeating. The patients have been free from symptoms and blood transfusion-independent for months. That has never happened before.
And I got confirmation of the trial’s success straight from the horse’s mouth…
At the STAT Summit, I listened to Jeffrey Leiden, CEO of Vertex Pharmaceuticals, speak.
Leiden said, “We’ve essentially cured these diseases. We have cracked the biology of sickle cell and beta [thalassemia].”
Forgive me for stating the obvious, but this is just incredible.
Two fatal genetic diseases appear to have been cured with CRISPR, and Leiden is confident enough to say that with only two patients treated to date.
And he’s right. Both patients have been cured of their diseases. It wasn’t a case of just an improvement or some demonstration of efficacy; the genetic therapy was a complete cure of their fatal conditions.
My longtime readers already know, but I have been pounding the table on CRISPR technology since 2015. In fact, I was the first analyst to cover the key companies operating in this space.
I knew even then that this technology had the potential to cure 6,000-plus genetic diseases. And we are finally seeing proof.
What’s amazing is that the industry executives are now talking openly about what I have been writing about and predicting all these years.
Keep in mind, these executives weren’t “pitching” anything to investors. This was an industry conference with fellow executives. The energy and excitement were palpable.
And this is just the beginning…
The Sky Is the Limit
As I mentioned, there are over 6,000 known genetic diseases. CRISPR genetic editing has the potential to cure every one of them permanently.
This is the future of medicine.
And investing in the companies behind this technology is a once-in-a-generation opportunity. I estimate the total market opportunity for therapies derived from CRISPR-Cas9 genetic editing will exceed $1 trillion. Essentially, the sky is the limit.
The company I mentioned above, VRTX, is a large-cap stock involved in this space. Subscribers to one of my investing research services know Vertex well. We’re sitting on 43% returns in our model portfolio in under two years.
Thanks to CRISPR, human longevity is going to go through the roof. We’ll live well into our hundreds and enjoy a high quality of life along the way.
And this medical revolution isn’t years away. It’s already started.
Editor, Exponential Tech Investor
P.S. I predict Vertex will do well with CRISPR in the years ahead. But this is a big, well-established company. The largest gains will be found elsewhere.
There is one small-cap CRISPR company that every serious technology investor needs to own. In the coming weeks, this company will release the results of its latest trial.
I have good reason to believe that this company’s trial will also be a success. And after the announcement, I predict shares in this small-cap stock will soar as high as 1,000%.
Time is running short. The trial results are fast approaching. If you’d like to get the details before it’s too late, go right here.