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Dec 31, 2023

Editas Q4 2023 Earnings Report

Editas Medicine reported Q4 2023 results, highlighting progress in clinical trials and business development.

Key Takeaways

Editas Medicine reported a net loss of $18.9 million for Q4 2023, with collaboration revenue increasing significantly due to the Vertex license agreement. The company is focused on advancing its reni-cel program and expects its cash runway to extend into 2026.

Aligned with FDA that RUBY is a single Phase 1/2/3 trial.

Initiated enrollment in the adolescent cohort in the RUBY trial.

Entered into a license agreement with Vertex Pharmaceuticals for Cas9 gene editing technology.

Cash, cash equivalents, and marketable securities were $427.1 million as of December 31, 2023.

Total Revenue
$60.1M
Previous year: $6.54M
+818.8%
EPS
-$0.23
Previous year: -$0.88
-73.9%
Collaboration Revenue
$60M
Previous year: $6.54M
+818.7%
Gross Profit
$58.6M
Previous year: $4.96M
+1081.3%
Cash and Equivalents
$427M
Previous year: $437M
-2.3%
Free Cash Flow
-$23.5M
Previous year: -$42.9M
-45.1%
Total Assets
$499M
Previous year: $514M
-2.9%

Editas

Editas

Forward Guidance

Editas Medicine anticipates presenting additional clinical data from the RUBY and EdiTHAL trials in mid-2024 and further updates by year-end 2024. They also expect existing cash, cash equivalents, and marketable securities to fund operating expenses and capital expenditures 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 of reni-cel in mid-2024.
  • Company aligned with FDA that RUBY is a single Phase 1/2/3 trial
  • Initiated enrollment in the adolescent cohort in the RUBY trial
  • Strong financial position with operational runway expected into 2026