CRISPR Therapeutics and Viking Therapeutics offer strong long-term potential as clinical milestones and revenue recognition cycles align for 2027 growth.
As 2027 approaches, CRISPR Therapeutics and Viking Therapeutics emerge as key pharmaceutical plays with significant catalysts. CRISPR is expected to see a surge in Casgevy revenue as treatment cycles mature, while Viking Therapeutics advances its promising GLP-1 weight-loss pipeline, including a potential monthly injection and oral pill.
Revenue recognition is delayed because the treatment regimen is custom-created and can take roughly a year to complete, with revenue only booked once the process is finalized and billed.
Viking's VK2735 is being developed as a more convenient monthly maintenance injection and an oral pill, differentiating it from the weekly injections currently offered by competitors.