NASDAQ$EDIT

Editas Medicine Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Editas Medicine reported first quarter 2022 results and provided business updates.

Editas Medicine announced the appointment of Gilmore O'Neill as CEO, effective June 1, 2022, and reported a net loss of $50.5 million, or $0.74 per share, for the first quarter of 2022. The company is advancing its pipeline programs, including EDIT-101 for LCA10, EDIT-301 for SCD and TDT, and EDIT-202 for solid tumors.

  • Gilmore O’Neill was appointed as CEO effective June 1, 2022; James C. Mullen to serve as Executive Chairman.
  • First pediatric patient was dosed in Phase 1/2 BRILLIANCE trial of EDIT-101 for LCA10; clinical data update expected in 2H 2022.
  • The company is on track to dose first SCD patient in 1H 2022 and first TDT patient by year-end with EDIT-301; initial SCD data expected by year-end.
  • Preclinical data demonstrated that edited iNK cells increased persistence, enhanced anti-tumor activity, and extended survival, supporting continued development as a novel therapeutic approach for solid tumors.

Headline financials

Total Revenue

$6.77M

Previous: $6.5M+4.2%
EPS (adj)

-$0.74

Previous: -$0.86+14.0%
R&D expenses

$38M

No prior period
G&A expenses

$19.5M

No prior period
Capital Expenditures

-$2.25M

Previous: -$84K-2576.2%
Free Cash Flow

-$52.8M

Previous: -$56.8M+7.1%
Net Income

-$50.5M

Previous: -$56.7M+11.0%
Operating Income

-$50.8M

Previous: -$56.9M+10.8%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$566M

Previous: $723M-21.7%
Total Assets

$623M

Previous: $780M-20.1%
Stock-Based Comp

$11.4M

Previous: $12.2M-6.3%

Revenue & EPS history

Editas · Revenue · Quarterly

$6.77M

Q1 2022+4.2%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Editas · $5.34M total across 1 segment · Q3 2023

  • Collaboration & R&D
    $5.34M+12604.8%

Forward guidance

Editas Medicine is focused on advancing its pipeline programs and expects to achieve several milestones in 2022.

Tailwinds

  • Completing dosing of the pediatric mid-dose cohort in the BRILLIANCE trial in the first half of 2022.
  • Initiating dosing of the pediatric high-dose cohort 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.

Headwinds

  • Uncertainties inherent in the initiation and completion of pre-clinical studies and clinical trials, including the BRILLIANCE and RUBY trials.
  • Uncertainties inherent in clinical development of the Company’s product candidates.
  • 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.
  • Uncertainties and unpredictable outcomes inherent in adversarial proceedings and litigation regarding intellectual property rights, including the appeal of the USPTO decision in favor of Broad.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+4.5%

Avg return

Earnings day

+4.4%

Avg return

5 days after

+2.0%

Avg return

30 days after

71%

29 / 41 earnings

Positive

+29.4%

Q2 2021

Best reaction

-11.8%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%+3.7%-0.7%
Q4 2025+15.5%+22.0%+38.0%
Q3 2025+1.4%+5.3%+5.3%
Q1 2025-2.7%-1.9%+41.6%
Q4 2024+16.5%-11.4%-41.5%
Q3 2024+7.2%+7.2%-31.6%
Q2 2024-10.0%-16.2%-23.3%
Q1 2024-2.1%+0.5%-6.7%
Q4 2023+13.5%+12.0%-16.3%
Q3 2023+18.2%+19.5%+53.2%
Q2 2023+7.6%-2.5%+5.0%
Q1 2023+10.3%+14.6%+10.9%
Q4 2022+2.3%-1.5%-18.7%
Q3 2022-8.5%-13.4%-19.6%
Q2 2022+16.2%+16.1%-10.0%
Q1 2022+2.7%-21.7%-16.0%
Q4 2021+17.3%+21.4%+30.2%
Q3 2021+8.2%+1.1%-14.9%
Q2 2021+29.4%+37.9%+62.1%
Q1 2021-0.9%-9.7%-2.9%
Q4 2020-11.8%-8.1%-18.6%
Q3 2020+0.1%-1.9%+13.3%
Q2 2020+6.8%+5.2%-6.2%
Q1 2020-1.2%+1.9%+6.6%
Q4 2019-6.7%+1.1%-11.2%
Q3 2019+12.8%+12.1%+47.8%
Q2 2019+2.4%+3.8%+1.1%
Q1 2019-2.8%-5.5%-20.4%
Q4 2018+12.8%+12.8%+16.7%
Q3 2018+10.7%+4.1%+4.8%
Q2 2018+0.5%+3.3%+11.6%
Q1 2018+1.0%+2.4%+13.2%
Q4 2017+9.9%+14.6%-14.5%
Q3 2017-6.9%+1.5%+7.3%
Q2 2017+4.6%+22.8%+6.5%
Q1 2017-5.1%-7.2%-17.1%
Q4 2016+4.4%+19.2%+0.8%
Q3 2016+5.1%+23.6%+19.4%
Q2 2016-9.3%-15.1%-27.4%
Q1 2016+7.0%
Q4 2015+5.9%
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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