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Dec 31, 2019

Editas Q4 2019 Earnings Report

Editas Medicine's Q4 2019 results were announced with a net loss, increased R&D expenses, and a strengthened executive leadership team.

Key Takeaways

Editas Medicine reported a net loss of $37.8 million for the fourth quarter of 2019, compared to a net loss of $25.1 million for the same period in 2018. The company's cash, cash equivalents, and marketable securities totaled $457.1 million as of December 31, 2019. They are advancing their pipeline of in vivo CRISPR and engineered cell medicines.

First patient dosing with EDIT-101 (AGN-151587) expected in 1Q20.

Plan to file IND for EDIT-301 for sickle cell disease by end of 2020.

Research collaboration with Sandhill Therapeutics accelerates IND-enabling studies for allogeneic healthy donor NK program to treat solid tumors in mid-2020.

Company's cash, cash equivalents and marketable securities of $457.1 million at December 31, 2019.

Total Revenue
$12.3M
Previous year: $6.12M
+100.8%
EPS
-$0.74
Previous year: -$0.52
+42.3%
Gross Profit
-$22.5M
Cash and Equivalents
$457M
Free Cash Flow
$39.3M
Total Assets
$509M

Editas

Editas

Editas Revenue by Segment

Forward Guidance

Editas Medicine plans to dose the first patient with EDIT-101 in Q1 2020, file an IND for EDIT-301 by the end of 2020, and initiate IND-enabling studies for an allogeneic NK cell medicine in mid-2020.

Positive Outlook

  • Announcement of first patient dosing with EDIT-101 (AGN-151587) expected in 1Q20
  • Plan to file IND for EDIT-301 for sickle cell disease by end of 2020
  • Research collaboration with Sandhill Therapeutics accelerates IND-enabling studies for allogeneic healthy donor NK program to treat solid tumors in mid-2020
  • Advancing broader pipeline of in vivo CRISPR medicines
  • Progressing engineered cell medicines for hemoglobinopathies and cancers

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
  • Whether interim results from a clinical trial will 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
  • Availability of funding sufficient for foreseeable and unforeseeable operating expenses and capital expenditure requirements