Gene Editing Has the Science Figured Out and Now Needs an Entire Stack of New Business Models, Reimbursement Mechanics, and Healthcare Operating Infrastructure Before Any of This Scales to Patients

CASGEVY is approved, priced at $2.2M, and has 500+ patient initiations globally. Vertex reported $43M in Q1 revenue. That sounds like progress. It is also a signal that gene editing has a much bigger problem than the science.

Here is the part most coverage misses: CASGEVY is not really a drug. It is a multi-month coordinated services bundle. Cell collect…