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Mar 31, 2020

Editas Q1 2020 Earnings Report

Editas reported first quarter results, initiated patient dosing in BRILLIANCE Phase 1/2 trial of EDIT-101 for LCA10, and remained on track to file IND for EDIT-301 for sickle cell disease by the end of 2020.

Key Takeaways

Editas Medicine reported its Q1 2020 results, highlighting the initiation of patient dosing for EDIT-101 and progress towards filing an IND for EDIT-301. The company's cash, cash equivalents, and marketable securities totaled $415 million as of March 31, 2020.

Patient dosing initiated in BRILLIANCE Phase 1/2 trial of EDIT-101 (AGN-151587) for LCA10.

Company is on track to file IND for EDIT-301 for sickle cell disease by end of 2020.

IND-enabling studies initiated for EDIT-201 allogeneic NK cell medicine for solid tumors.

Cash, cash equivalents, and marketable securities of $415 million as of March 31, 2020.

Total Revenue
$5.72M
Previous year: $2.07M
+176.6%
EPS
-$0.69
Previous year: -$0.6
+15.0%
Collaboration Revenue
$5.72M
Previous year: $2.07M
+176.6%
R&D Expenses
$34.6M
Previous year: $15.8M
+118.2%
G&A Expenses
$17.8M
Previous year: $17.5M
+1.6%
Gross Profit
-$28.8M
Cash and Equivalents
$415M
Free Cash Flow
-$56.2M
Total Assets
$467M

Editas

Editas

Forward Guidance

Editas Medicine is focused on translating the power and potential of the CRISPR/Cas9 and CRISPR/Cas12a (also known as Cpf1) genome editing systems into a robust pipeline of treatments for people living with serious diseases around the world.

Positive Outlook

  • Advancing an entirely new class of medicines to the clinic with the first ever administration of EDIT-101.
  • Expansion of clinical programs through an expected IND filing for EDIT-301.
  • EDIT-301 is a potentially best-in-class treatment for sickle cell disease and beta-thalassemia.
  • Completing dosing of the adult low-dose cohort of EDIT-101.
  • Dosing at least one patient of the adult mid-dose cohort of EDIT-101 by the end of 2020.

Challenges Ahead

  • Potential business interruptions due to the COVID-19 outbreak.
  • Delaying to 2021 the declaration of a development candidate for an experimental medicine to treat autosomal dominant retinitis pigmentosa 4 due to interruptions from the COVID-19 outbreak.
  • Uncertainties inherent in the initiation and completion of pre-clinical studies and clinical trials and clinical development of the Company’s product candidates.
  • Availability and timing of results from pre-clinical studies and clinical trials.
  • Whether interim results from a clinical trial will be predictive of the final results of the trial or the results of future trials.