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Mar 31, 2024

Editas Q1 2024 Earnings Report

Editas reported first quarter results with progress in clinical trials and strategic collaborations.

Key Takeaways

Editas Medicine reported a net loss of $62.0 million for the first quarter of 2024, with advancements in their reni-cel program and in vivo medicine development. They have a strong financial position with an operational runway into 2026.

Completed adult cohort enrollment and enrolled multiple patients in the adolescent cohort of the Phase 1/2/3 RUBY clinical trial of reni-cel for severe sickle cell disease.

On track to present additional clinical data from the RUBY trial and the EdiTHAL trial of reni-cel for transfusion-dependent beta-thalassemia in mid-2024 and additional updates by year-end 2024.

Presented pre-clinical data at ASGCT on in vivo capabilities to support development of transformative in vivo gene editing medicines.

Cash, cash equivalents, and marketable securities as of March 31, 2024, were $376.8 million, expected to fund operations into 2026.

Total Revenue
$1.14M
Previous year: $9.85M
-88.5%
EPS
-$0.76
Previous year: -$0.71
+7.0%
Gross Profit
-$274K
Previous year: $8.31M
-103.3%
Cash and Equivalents
$377M
Previous year: $402M
-6.2%
Free Cash Flow
-$51.7M
Previous year: -$37.6M
+37.6%
Total Assets
$440M
Previous year: $464M
-5.1%

Editas

Editas

Editas Revenue by Segment

Forward Guidance

Editas Medicine anticipates presenting clinical data from the RUBY and EdiTHAL trials in mid-2024 and year-end 2024 and expects existing cash to fund operations into 2026.

Positive Outlook

  • On track to present additional clinical data from the RUBY trial in mid-2024.
  • On track to present additional clinical data from the EdiTHAL trial in mid-2024.
  • Anticipate additional data updates from RUBY trial by year-end 2024.
  • Anticipate additional data updates from EdiTHAL trial by year-end 2024.
  • Expects existing cash, cash equivalents, and marketable securities to fund operating expenses and capital expenditures into 2026.

Challenges Ahead

  • Uncertainties inherent in the initiation and completion of pre-clinical studies and clinical trials.
  • Availability and timing of results from pre-clinical studies and clinical trials is uncertain.
  • Interim results from a clinical trial may not be predictive of the final results of the trial or the results of future trials.
  • Expectations for regulatory approvals to conduct trials or to market products are uncertain.
  • Availability of funding sufficient for the Company’s foreseeable and unforeseeable operating expenses and capital expenditure requirements is uncertain.