Start here if you're new
what it is
Editas tries to change DNA to treat serious blood diseases.
how it gets paid
Last year Editas Medicine made $41M in revenue.
why it's growing
Revenue grew 25.4% last year. EDGAR shows quarterly revenue of $16M, up 109% vs. prior year.
what just happened
$16M of quarterly revenue still came with a huge loss.
At a glance
C++ balance sheet — some cracks in the foundation
70/100 earnings predictability — reasonably predictable
-$2.88 fy2024 eps est
$32M fy2024 rev est
n/a operating margin
xvary composite: 43/100 — below average
What they do
Editas tries to change DNA to treat serious blood diseases.
CRISPR → gene-editing scissors → it lets Editas cut DNA at a chosen spot. The company says reni-cel showed early evidence it works, and it has 246 employees. You are backing 246 people against diseases that can turn a $41M revenue base into something much larger.
How they make money
$41M
annual revenue · their business grew +25.4% last year
total revenue
$41M
+25.4%
The products that matter
lead clinical gene therapy
EDIT-401
$239M market cap company
it's the lead asset in the story. if you own EDIT, this is the program carrying most of the market's remaining hope, and it needs visible progress before the runway reaches Q3 2027.
lead catalyst
gene-editing research platform
CRISPR/Cas12a platform
$41M revenue · $0 product sales disclosed
the platform explains why the company exists, but the current math explains why the stock is cheap: $41M of annual revenue against a $160.1M trailing net loss. the science may be real. the commercialization is still theoretical.
platform optionality
Key numbers
$41M
annual revenue
That is the whole top line. For a biotech, it is tiny next to $68M of debt.
-394.9%
operating margin
Operating margin n/a (verify filings) means the core model is still eating cash.
$68M
long-term debt
Debt is 166% of annual revenue. That is a heavy load for a $41M company.
1.85
beta
Beta means how wild the stock moves versus the market. At 1.85, EDIT moves almost twice as hard.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $68M (22% of capital)
C++ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for EDIT right now.
source: institutional data · return history unavailable
What just happened
missed estimates
$16M of quarterly revenue still came with a huge loss.
EDGAR shows quarterly revenue of $16M, up 109% vs. prior year. EPS was -$1.80, so the revenue growth did not turn into profit.
$16M
revenue
-$1.80
eps
n/a
gross margin
the number that mattered
The number that mattered was $16M revenue, because it showed growth without a profit model.
source: company earnings report, 2026
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What could go wrong
the #1 risk is EDIT-401 clinical or regulatory failure. this company does not have a deep bench of approved products to absorb a major miss.
med
EDIT-401 misses clinically or slips with regulators
The lead program is the main near-term valuation anchor. A failed readout, delayed filing, or regulatory rejection would remove the clearest path to first product revenue.
At a $239M market cap, the stock is already pricing stress. It is not pricing a clean backup plan.
med
Cash burn forces dilution before the science lands
Editas holds $147M in cash and says runway reaches Q3 2027, but the trailing net loss is $160.1M. That setup works only if timelines hold and spending stays under control.
If development slips, new equity gets more likely. Existing shareholders then own a smaller piece of the same uncertainty.
med
Competition gets to the finish line first
Gene editing is crowded and better-funded rivals have more room to absorb delays. If another company sets the clinical standard first, Editas loses bargaining power with partners and investors.
Being right later is less valuable if someone else proves the category first.
med
Volatility drowns out the thesis
A 1.85 beta and 5 / 100 price stability tell you this trades like a catalyst vehicle, not a stable operating business.
Even good news can get buried by financing fears, sector risk-off moves, or thin-volume swings.
With $147M cash, $68M long-term debt, and a $160.1M trailing net loss, this story has very little room for a major delay.
source: institutional data · regulatory filings · risk analysis
Pay attention to
lead catalyst
EDIT-401 clinical and filing progress
This is the main event. The bull case needs visible movement toward the regulatory path already flagged on the page.
calendar
next earnings and cash runway update
The next financial update matters less for revenue and more for whether Q3 2027 still looks realistic.
financing risk
signs of a capital raise
A $147M cash balance sounds decent until you stack it against a $160.1M trailing net loss. Watch for financing language before catalysts arrive.
sentiment
whether the 16% post-earnings bounce sticks
If good reactions fade quickly, the market is telling you balance-sheet risk still outweighs incremental operating progress.
Analyst rankings
earnings predictability
70 / 100
for a biotech, that is relatively steady. in human-speak, analysts think the burn pattern is easier to model than the science.
volatility profile
1.85 beta
beta tracks how aggressively a stock moves with the market. here, it says you should expect amplified swings.
source: institutional data
Institutional activity
institutional ownership data for EDIT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$2
current price
n/a
target midpoint · n/a from current
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