NASDAQ$EDIT

Editas Medicine Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Editas reported first quarter results with progress in clinical trials and strategic collaborations.

Editas Medicine reported a net loss of $62.0 million for the first quarter of 2024, with advancements in their reni-cel program and in vivo medicine development. They have a strong financial position with an operational runway into 2026.

  • Completed adult cohort enrollment and enrolled multiple patients in the adolescent cohort of the Phase 1/2/3 RUBY clinical trial of reni-cel for severe sickle cell disease.
  • On track to present additional clinical data from the RUBY trial and the EdiTHAL trial of reni-cel for transfusion-dependent beta-thalassemia in mid-2024 and additional updates by year-end 2024.
  • Presented pre-clinical data at ASGCT on in vivo capabilities to support development of transformative in vivo gene editing medicines.
  • Cash, cash equivalents, and marketable securities as of March 31, 2024, were $376.8 million, expected to fund operations into 2026.

Headline financials

Total Revenue

$1.14M

Previous: $9.85M-88.5%
EPS

-$0.76

Previous: -$0.71-7.0%
R&D expenses

$48.8M

No prior period
G&A expenses

$19.3M

No prior period
Capital Expenditures

-$1.87M

Previous: -$1.84M-1.7%
Free Cash Flow

-$63.8M

Previous: -$50.9M-25.4%
Net Income

-$62M

Previous: -$49M-26.3%
Operating Income

-$67M

Previous: -$51M-31.5%
Gross Profit

$0.00

Previous: $0.00
R&D Expense

$48.8M

No prior period
Stock-Based Comp

$7.59M

Previous: $4.51M+68.3%

Revenue & EPS history

Editas · Revenue · Quarterly

$1.14M

Q1 2024-88.5%vs Q1 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Editas Medicine anticipates presenting clinical data from the RUBY and EdiTHAL trials in mid-2024 and year-end 2024 and expects existing cash to fund operations into 2026.

Tailwinds

  • 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 in mid-2024.
  • Anticipate additional data updates from RUBY trial by year-end 2024.
  • Anticipate additional data updates from EdiTHAL trial by year-end 2024.
  • Expects existing cash, cash equivalents, and marketable securities to fund operating expenses and capital expenditures into 2026.

Headwinds

  • 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 is uncertain.
  • Interim results from a clinical trial may not 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 are uncertain.
  • Availability of funding sufficient for the Company’s foreseeable and unforeseeable operating expenses and capital expenditure requirements is uncertain.

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 2024

Historical avgQ1 2024

+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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