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Dec 31, 2022

Editas Q4 2022 Earnings Report

Editas Medicine's Q4 2022 results reflected increased research and development expenses and a decrease in collaboration revenue, leading to a higher net loss compared to the same period in 2021.

Key Takeaways

Editas Medicine reported a net loss of $60.7 million, or $0.88 per share, for the fourth quarter of 2022. Collaboration and other research and development revenues decreased, while research and development expenses increased due to investments in the EDIT-301 program.

Parallel patient dosing commenced in the EDIT-301 RUBY trial for SCD.

Clinical update for RUBY trial expected by mid-2023, with plans to dose 20 total patients by year-end.

First patient dosing in EDIT-301 EDITHAL trial for TDT is on track for Q1 2023, with a clinical update expected by year-end.

Agreement reached to sell iNK cell franchise and out-license gene editing technologies to Shoreline Biosciences.

Total Revenue
$6.54M
Previous year: $12.5M
-47.6%
EPS
-$0.88
Previous year: -$0.61
+44.3%
Collaboration Revenue
$6.54M
Gross Profit
$4.96M
Previous year: $11M
-54.7%
Cash and Equivalents
$437M
Previous year: $620M
-29.4%
Free Cash Flow
-$42.9M
Previous year: -$37.4M
+14.6%
Total Assets
$514M
Previous year: $677M
-24.1%

Editas

Editas

Forward Guidance

Editas Medicine is focused on advancing its EDIT-301 program for SCD and TDT, with key milestones expected in 2023. The company also aims to sharpen its focus, strengthen its technology, and expand business development efforts.

Positive Outlook

  • On track to provide clinical update for RUBY trial by mid-2023 and dose 20 total patients by year-end.
  • On track to dose first patient in EDIT-301 EDITHAL trial for TDT in Q1 2023 and provide clinical update by year-end.
  • Entering 2023 with the objective of positioning Editas as a leader in programable in vivo gene editing.
  • Bristol Myers Squibb (BMS) recently opted into three additional gene editing programs under the collaboration agreement with Editas Medicine
  • Existing cash, cash equivalents and marketable securities will fund operating expenses and capital expenditures into 2025.

Challenges Ahead

  • Pausing enrollment in the BRILLIANCE trial and seeking a collaboration partner.
  • Net loss attributable to common stockholders was $60.7 million, or $0.88 per share
  • Collaboration and other research and development revenues decreased by $6.0 million
  • Research and development expenses increased by $14.4 million
  • General and administrative expenses increased by $1.5 million