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Dec 31, 2021

Editas Q4 2021 Earnings Report

Editas Medicine reported a net loss and increased collaboration revenue for Q4 2021.

Key Takeaways

Editas Medicine reported a net loss of $41.4 million for the fourth quarter of 2021, with collaboration and other research and development revenues increasing to $12.5 million. The company's cash, cash equivalents, and marketable securities totaled $619.9 million as of December 31, 2021, expected to fund operations through 2023.

EDIT-101 Phase 1/2 BRILLIANCE trial enrolling mid-dose pediatric cohort; clinical data update expected in 2H 2022

EDIT-301 remains on track to dose first sickle cell disease patient in 1H 2022 and first TDT patient in 2022

EDIT-103 for RHO-adRP and EDIT-202 for solid tumors advancing towards IND-enabling studies

First ever in vivo ocular gene editing data demonstrated evidence of gene editing and potential clinical benefit; clinical update expected in 2H 2022

Total Revenue
$12.5M
Previous year: $11.4M
+9.2%
EPS
-$0.61
Previous year: -$1
-39.0%
Gross Profit
$11M
Previous year: -$50.1M
-121.9%
Cash and Equivalents
$620M
Previous year: $512M
+21.1%
Free Cash Flow
-$37.4M
Previous year: -$41.5M
-9.8%
Total Assets
$677M
Previous year: $573M
+18.3%

Editas

Editas

Forward Guidance

Editas Medicine anticipates several milestones in 2022, including clinical data updates for EDIT-101 and EDIT-301, the start of patient dosing in the beta thalassemia trial, and the beginning of IND-enabling studies for EDIT-202.

Positive Outlook

  • Completing dosing of the pediatric mid-dose cohort in the first half of 2022
  • Initiating dosing of the pediatric high-dose cohort in the BRILLIANCE trial in 2022
  • Establishing registrational trial criteria by year-end 2022
  • Dosing the first patient in the RUBY trial in the first half of 2022
  • Dosing the first TDT patient with EDIT-301 in 2022

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 the Company’s foreseeable and unforeseeable operating expenses and capital expenditure requirements