EDITNASDAQ

Editas Medicine

Editas Medicine, Inc. · Cambridge, MA · founded 2013

Editas Medicine is a Cambridge, Massachusetts gene-editing biotech that uses CRISPR-based tools to edit DNA inside the body or in cells extracted for treatment. Lead programs target sickle cell disease and beta thalassemia (reni-cel), inherited retinal disease, and oncology indications, with research aimed at extending the platform to in vivo editing in additional tissues.

Lead asset: reni-cel · Ph3 · Sickle Cell Disease; cell therapy · CRISPR/Cas12a HBG1/2 promoter edit
Pipeline: 1 drug · 1 program; 1 Oncology - Heme
Modalities: cell therapy×1

FocusGene TherapyRare Disease

Last refresh · 18d ago · PR

$4.70+1.95%1Y

EDIT · daily close · illustrative · 1 catalyst marked

Enroll.-5%

1Y high$5.311Y low$4.35range$0.96(22%)past catalysts

Peers in this space

same sector or modality · sorted by match strength + market cap

Oncology - Hemecell therapy

1 programmatch: sector + modality

Oncology - Hemecell therapy

1 programmatch: sector + modality

Oncology - Hemecell therapy

1 programmatch: sector + modality

Oncology - Hemesmall molecule

1 programmatch: sector

Pipeline & catalysts

1 drug · 1 programs · 2 upcoming catalysts

Pipeline by phase1programs

Preclin0
Ph10
Ph20
Ph31
Filed0
Approved0

reni-cel

cell therapyCRISPR/Cas12a HBG1/2 promoter edit

Sickle Cell Disease

Phase 3

1 program·1 trial·View drug →

Upcoming catalysts2

Conf.MAY–MAY2026·12 daysWINDOW

reni-cel RUBY Long-term Follow-up — ASGCT 2026

Long-term reni-cel follow-up at ASGCT 2026 — preview ahead of the year-end ASH update. Watch: durability of HbF elevation and VOC freedom; comparison to CASGEVY benchmarks.

Cited“Editas will present long-term follow-up data from the RUBY Phase 1/2 study of reni-cel at the ASGCT 28th Annual Meeting (May 12–15, 2026, San Diego).”

Conference Data·PR·disclosed 18d ago·NCT05444894n=30

ReadoutDEC2026·7 monthsMONTH

reni-cel RUBY Phase 1/2 SCD Update at ASH 2026

Updated Phase 1/2 reni-cel data in sickle cell disease at ASH 2026. Approved benchmark in the same indication: CASGEVY (CRSP/Vertex). Watch: VOC reduction, fetal hemoglobin %, time to engraftment, safety.

Cited“Editas plans to present an updated dataset from the RUBY Phase 1/2 study of reni-cel in sickle cell disease at ASH 2026 in December.”

Topline Readout·PR·disclosed 18d ago·NCT05444894n=30

Past catalyst impact

3 historical events · % change vs announcement

DateKindEventOutcome+1W+1M+6M

Sep 27, 2025Enroll.reni-cel — Pivotal Enrollment CompleteNegative-4.5%-4.6%-2.7%

Feb 5, 2024AdComreni-cel — Advisory Committee — 12–2 Vote in FavorPositive+13.7%+17.0%+25.1%

Oct 8, 2023Readoutreni-cel — Phase 3 Topline — Mixed ResultNegative-27.2%-16.6%-34.8%

% change vs ticker close on the announcement date · backtest illustrative

Smart money

Insider activity

SEC EDGAR Form 4 · last 90 days

Insider activity · last 90 days

Form 4 trail · 6 transactions · 6 insiders

5 near a catalyst

Net flow

−$2.6M

Buys

0 txns

Sells

$2.6M

4 txns

Largest

−$1.1M

CEO sell

Net flow per quarter · last 8Q

9 txns · sum −$2.95M

24Q324Q425Q125Q225Q325Q426Q126Q2

buys · $0sells · $2.95M

Insider · roleActionSharesPriceValueDate

D. Morais

CEO

Award4,918$14.92$73.4K

Apr 18, 2026

E. Park

CEO

Sell83,405$13.34−$1.1M

Apr 13, 2026

29d to catalyst

D. Voss

Director

Option ex.7,263$15.38$111.7K

Apr 3, 2026

J. Walsh

CEO

Sell41,170$16.48−$678.4K

Mar 27, 2026

46d to catalyst

P. Schwarz

CFO

Sell52,014$15.20−$790.6K

Mar 15, 2026

58d to catalyst

B. Hassan

Director

Sell1,643$15.60−$25.6K

Mar 4, 2026

Congressional trading

STOCK Act PTRs · House & Senate

Congressional trading · STOCK Act · last 365d

3 trades · 3 members

1 near a catalyst

Est. net flow

+$375K

midpoint · brackets only

Buys

Sells

Party mix

2 D1 R

Member · chamberActionBracket~ midpointOwnerDate · disclosure

Rep. N. Schaefer

House · WI

Buy$250K–$500K~$375Kspouse

Mar 15, 2026

filed +36d

58d to catalyst

Rep. P. Bowen

House · NJ

Sell$15K–$50K~$33Kdependent

Jan 10, 2026

filed +33d

Rep. L. Marquez

House · NM

Buy$15K–$50K~$33Kself

Dec 5, 2025

filed +15d

Source: Senate eFD & House Clerk PTR feeds · members must disclose within 45 days · midpoints reflect bracket midpoint, not actual transaction value

Top ETF holders

ETF NAV disclosures · 13F filings

ETF holders · NAV disclosures

6 ETFs hold the position

Held by ETFs

$75.6M

aggregate position

Of market cap

19.89%

aggregate ETF share

Top holder

ARKG3.91%

ARK Genomic Revolution ETF

TickerETF · familyThemeNAV% of NAVPosition

ARKG

ARK Genomic Revolution ETF

ARK

Gene editing$1.20B3.91%$46.9M

IDNA

iShares Genomics Immunology Healthcare

iShares

Genomics$200.0M5.15%$10.3M

IBB

iShares Biotechnology ETF

iShares

Broad biotech$8.40B0.10%$8.4M

XBI

SPDR S&P Biotech ETF

SPDR

Broad biotech$7.90B0.07%$5.5M

GNOM

Global X Genomics & Biotechnology

VanEck

Genomics$90.0M4.66%$4.2M

PBE

Invesco Dynamic Biotechnology

Invesco

Broad biotech$175.0M0.13%$228K

Source: ETF NAV disclosures + quarterly 13F filings · narrow-theme ETFs disclose holdings daily; broad ETFs quarterly · % of NAV is the position weight inside the fund

KOL network

CMS OpenPayments · 2024 – 2025

KOL network · CMS OpenPayments

9 physicians paid · 39 disclosed records

Total 2025+2024

$1.58M

YoY

-31%

Co-Investigator$945.9KResearch Grant$252.2KSpeaking$150.7KConsulting$142.9KEquity / Ownership$65.8KTravel & Lodging$20.0KFood & Beverage$1.2K

Physician · affiliationSpecialtyTop categoryTotalRecords

Dr. Sofia Goldstein

Duke University

HepatologyCo-Investigator$481.2K4

Dr. Robert Reyes

Mass General Hospital

HepatologyResearch Grant$253.1K5

Dr. Priya Greene

Cleveland Clinic

HepatologyCo-Investigator$236.3K6

Dr. Sarah Greene

Mass General Hospital

GastroenterologyCo-Investigator$159.9K4

Dr. Priya Chen

UCSF

HepatologyCo-Investigator$120.9K6

Dr. Theo Goldstein

NYU Langone

GastroenterologyConsulting$115.8K6

Dr. Henry Tanaka

Mass General Hospital

HepatologyCo-Investigator$89.3K2

Dr. Sarah Nakamura

Penn Medicine

GastroenterologyEquity / Ownership$66.3K3

Dr. Devon Chen

University of Michigan

GastroenterologyConsulting$56.1K3

Source: CMS OpenPayments · quarterly drops · physicians identified by NPI · aggregated across all programs

Government & IP

Federal lobbying

Senate LDA disclosures · last 8 quarters

Federal lobbying · LDA · last 8 quarters

$183K disclosed · 4 firms engaged

YoY change

+9%

last 4Q vs prior 4Q

24Q3Q425Q1Q2Q3Q426Q1Q2

Top lobbying firms · last 8Q

K&L Gates$63K

6 quarters active

Thorn Run Partners$57K

7 quarters active

Tiber Creek Group$44K

6 quarters active

Van Scoyoc Associates$19K

3 quarters active

Top issues lobbied

Prescription Drug User Fee programs$57K
Inflation Reduction Act drug-price negotiation$55K
Sunshine Act expansion$31K
Patent Trial and Appeal Board reforms$15K
FDA user fee reauthorization (PDUFA / BsUFA)$15K

Source: Senate LDA database (lda.senate.gov) · quarterly registrant filings · spend is the company-wide total disclosed

Government contracts

USAspending.gov · BARDA · NIH · DoD · HHS · VA

Federal contracts · USAspending.gov

1 award · 1 agency

Total awarded

$6.8M

across all programs

Active

$6.8M

option periods incl.

Top agency

NIH / NCI$6.8M

largest active: Rare Cancer Translational Research Grant

AgencyTitle · type · award IDStatusValueAwarded → ends

NIH / NCI

Rare Cancer Translational Research Grant

Grant · NIH-73477504

active$6.8MSep 2025→ Mar 2028

Source: USAspending.gov · SAM.gov · every federal contract / grant / cooperative agreement is public · values are obligated awards (may include option periods)

U.S. Patents

USPTO PEDS & Patent Public Search

U.S. Patents · USPTO

5 granted · 2 pending

Total in portfolio

Granted in last 12mo

Expiring < 2yr

Nearest expiry

Apr 2031

Patent #Title · inventor · drugTypeStatus · filedExpiry

11,964,235

Genome editing constructs encoding reni-cel

J. Greene + 2 · reni-cel

Composition of Matter

grantedfiled Apr 2025

exp. Apr 2045

19.0y left

US 2025/3639933 A1

Gene therapy delivery system for reni-cel

M. Tanaka · reni-cel

Device

pendingfiled Apr 2025

in prosecution

10,588,804

Dosing regimens for chronic administration of reni-cel

T. Iyer + 3 · reni-cel

Method of Use

grantedfiled Apr 2015

exp. Apr 2035

9.0y left

10,870,400

Subcutaneous injectable formulations of reni-cel

P. Schwartz · reni-cel

Formulation

grantedfiled Apr 2017

exp. Apr 2037

11.0y left

US 2017/1391966 A1

Genome editing constructs encoding reni-cel

P. Romano + 4 · reni-cel

Composition of Matter

pendingfiled Apr 2017

in prosecution

11,274,862

Small molecule modulators of reni-cel

P. Hoffman · reni-cel

Composition of Matter

grantedfiled Apr 2014

exp. Apr 2034

8.0y left

10,432,104

Subcutaneous injectable formulations of reni-cel

D. Park + 1 · reni-cel

Formulation

grantedfiled Apr 2011

exp. Apr 2031

5.0y left

Source: USPTO PEDS & Patent Public Search · composition-of-matter is the headline asset · expiration = 20 years from filing

News

PR wires · biotech trades · company IR · last 90 days

News · last 90 days

8 items from 3 categories

clinical5corporate2earnings1

just now

EDIT announces interim analysis from reni-cel pivotal study

FierceBiotech·clinical

1mo ago

EDIT expands manufacturing capacity at lead facility

PR Newswire·corporate

1mo ago

EDIT reports topline results from Phase 2 trial of reni-cel

Endpoints News$·clinical

2mo ago

EDIT reports topline results from Phase 2 trial of reni-cel

Endpoints News$·clinical

2mo ago

EDIT presents reni-cel data at major medical conference

FierceBiotech·clinical

2mo ago

EDIT announces $83 million private placement

PR Newswire·corporate

2mo ago

EDIT reports topline results from Phase 2 trial of reni-cel

PR Newswire·clinical

2mo ago

EDIT reports Q1 financial results and pipeline update

Business Wire·earnings

Sources: PR wires + biotech-trade publications + company IR · paywalled outlets ($) link to publisher · we never paraphrase the headline

Financials

snapshot · sourced to filings · refreshed at next 10-Q

Trading

Previous close

$4.70

Open

$4.70

Day Δ

+0.00

+0.00%

Day range

$4.66 – $4.74

52W range

$4.35 – $5.31

Avg daily volume

792K

Valuation & ownership

Enterprise value

$236M

Shares out

80.85M

Float

73.57M

Insider %

7.74%

Institutional %

72.74%

Beta

1.24

vs SPY · 52w

Balance sheet & burn

Cash + invest

$286M

Total debt

$74M

Debt / equity

0.74

Cash burn / Q

$40M

R&D spend TTM

$156M

55% of cash

ATM available

$72M

dilution risk

Earnings

EPS latest

$-0.89

EPS Δ vs prior

+0.14

EPS estimate

$-0.75

next quarter

EPS prior

$-1.03

Next earnings

May 27, 2026

Rev guidance

$11M

All values reflect the most recent 10-Q / 10-K filing or seeded equivalent. Beta, IV, short interest, and borrow availability are derived from broker-feed conventions. Upgrade to Pro for live updates.

Recent disclosure activity

last 2 observations

18d agoreni-celreni-cel RUBY Phase 1/2 SCD Update at ASH 2026MedPR

18d agoreni-celreni-cel RUBY Long-term Follow-up — ASGCT 2026HighPR