Editas Medicine's ROIC is significantly lower than its WACC, indicating poor capital efficiency.Compared to peers, CRISPR Therapeutics shows the least negative ROIC to WACC ratio, suggesting better capital management.All companies in the gene editing space, including Beam Therapeutics and Pacific Biosciences, face challenges in generating returns above their cost of capital.Editas Medicine, Inc. (NASDAQ:EDIT) is a biotechnology company focused on developing gene editing technologies. The company aims to tra ...

Key Takeaways EDIT advances CRISPR-based EDIT-401, showing over 90% LDL-C reduction in preclinical tests.SANA pushes ex vivo and in vivo platforms, with IND plans for SC451 in 2026 and SG293 in 2027.PACB delivers advanced long-read sequencing tools serving research, clinical and commercial users.An updated edition of the Sept. 18, 2025, article.Genomics is a comprehensive study of genomes (an organism’s complete set of deoxyribonucleic acid or DNA). Given the recent promising breakthroughs in this field, th ...

Industry Overview - Genetic manipulation, or gene editing, involves altering the genetic material (DNA) of organisms, which gained traction in the 1970s with the creation of recombinant DNA (rDNA) molecules and saw significant commercialization growth with the introduction of the CRISPR-Cas9 system in the 2010s [2][3] - The CRISPR ecosystem currently has 1,031 active companies, with 298 raising approximately $35.8 billion across over 1,200 funding rounds, and the industry is projected to reach a size of $10.8 billion by the end of 2025, expanding at a 16.9% CAGR to nearly $24 billion by 2030 [3] Investment Insights - Hedge funds are showing high interest in gene editing stocks, with notable investments such as BlackRock acquiring over 980,000 additional shares in a leading gene editing company in Q3 2025 [5] - The methodology for identifying the best gene-editing stocks involved reviewing sector exposure through ETF holdings and media coverage, focusing on companies developing and commercializing gene-editing technologies, resulting in a list of nine firms with strong hedge fund support [7] Company Highlights Editas Medicine Inc. (NASDAQ:EDIT) - Editas Medicine is recognized as a top gene-editing stock, with 11 hedge fund holders, and has a price target raised to $4.60 from $4.00 by Clear Street, which noted the company's extended cash runway into Q3 2027 [9][10] - The company reported Q3 2025 results with an EPS of –$0.28 and revenues increasing to $7.5 million from $0.1 million in Q3 2024, driven by collaboration with Bristol Myers Squibb [11] - Editas is focused on developing transformative in vivo therapies using CRISPR technology, with plans to file for IND/CTA by mid-2026 and achieve human proof-of-concept data by year-end 2026 [12] Twist Bioscience Corporation (NASDAQ:TWST) - Twist Bioscience has 23 hedge fund holders and received an Overweight rating with a $41 price target from analyst Steven Etoch, who highlighted its differentiated DNA synthesis platform [13][14] - The company has experienced strong revenue growth of 22.7% over the past year and a five-year CAGR of 42%, with expectations to reach adjusted EBITDA break-even by the end of fiscal year 2026 [14] - Twist's proprietary silicon-based platform enables rapid gene synthesis for applications in drug discovery, diagnostics, and precision medicine, strengthening its market position [16]

For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Alto Neuroscience, Inc. (ANRO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Alto Neuroscience, Inc. is a member of the Medical sector. This gr ...

Key Takeaways Editas posts a Q3 loss of $0.28 per share, beating estimates and improving from last year's $0.75 loss.Revenues jump to $7.5M, driven by milestone payment recognition from the Bristol Myers collaboration.Editas designates EDIT-401 as its lead in vivo gene-editing therapy targeting LDL cholesterol reduction.Editas Medicine (EDIT) reported a loss of 28 cents per share in the third quarter of 2025, narrower than the Zacks Consensus Estimate of a loss of 38 cents. The company had incurred a loss o ...

Financial Performance - The company reported net losses of $154.4 million and $191.7 million for the nine months ended September 30, 2025 and 2024, respectively, with an accumulated deficit of $1.6 billion as of September 30, 2025[87]. - The company anticipates significant operating losses to continue for the foreseeable future, with no expectation of profitability for the year ending December 31, 2025[87]. - Net loss for the three months ended September 30, 2025, was $25.1 million, a 60% improvement from a net loss of $62.1 million for the same period in 2024[104]. - Total operating expenses for the three months ended September 30, 2025, were $32.1 million, down 51% from $65.7 million in the same period in 2024[104]. - Total operating expenses for the nine months ended September 30, 2025, were $168.0 million, a decrease of 19% from $206.3 million in the same period in 2024[114]. Revenue Generation - The company has not generated any revenue from product sales to date and does not expect to do so for the foreseeable future, with $154.0 million received from collaboration with BMS[88]. - The company recognized $7.5 million of revenue related to its collaboration with BMS during the three months ended September 30, 2025, compared to no revenue recognized in the same period of 2024[88]. - Collaboration and other research and development revenues increased to $7.5 million for the three months ended September 30, 2025, compared to $0.1 million for the same period in 2024, primarily due to a milestone achievement under the collaboration with BMS[105]. - For the nine months ended September 30, 2025, collaboration and other research and development revenues increased to $15.8 million from $1.7 million in the same period in 2024, an increase of $14.1 million[115]. Research and Development - The company plans to submit an investigational new drug application for its lead candidate EDIT-401 by mid-2026, aiming for initial human proof-of-concept data by the end of 2026[81]. - In preclinical studies, EDIT-401 achieved LDL-C reductions equal to or exceeding 90% within 48 hours of a single dose, with a six-fold mean increase in LDLR protein in the liver[80]. - The company is focusing resources on advancing the EDIT-401 program while optimizing its cost structure by discontinuing the reni-cel program[82]. - The company expects research and development expenses to increase as it progresses its development programs and prepares for clinical trials[94]. - Research and development expenses decreased by $88.1 million to $62.5 million for the nine months ended September 30, 2025, a 58% reduction compared to $150.6 million for the same period in 2024[117]. Expenses and Cost Management - Research and development expenses decreased by $27.9 million to $19.8 million for the three months ended September 30, 2025, a reduction of 58% compared to $47.6 million for the same period in 2024[106]. - General and administrative expenses decreased by $5.8 million to $12.3 million for the three months ended September 30, 2025, a decline of 32% compared to $18.1 million for the same period in 2024[108]. - General and administrative expenses decreased by $17.1 million to $38.6 million for the nine months ended September 30, 2025, representing a 31% decrease from $55.6 million in 2024[119]. - The company anticipates general and administrative expenses will remain flat in the near future to support ongoing research and development activities[97]. - Restructuring and impairment charges for the nine months ended September 30, 2025, amounted to $66.9 million, reflecting the company's strategic changes[114]. Cash Flow and Financing - Net cash used in operating activities was approximately $128.9 million for the nine months ended September 30, 2025, compared to $159.5 million in 2024, reflecting a decrease of 19%[131]. - Net cash provided by investing activities was approximately $138.6 million for the nine months ended September 30, 2025, compared to $131.2 million in 2024, showing an increase of 6%[133]. - As of September 30, 2025, the company had raised an aggregate of $1.0 billion in net proceeds through the sale of shares of common stock[125]. - Cash, cash equivalents, and marketable securities totaled $165.6 million as of September 30, 2025[125]. - The company expects to fund its operating expenses and capital expenditure requirements into the third quarter of 2027 with existing cash and proceeds from the ATM Facility[139]. Market Risks and Obligations - The company is exposed to market risk related to changes in interest rates, but an immediate 100 basis point change would not materially affect the fair market value of its investments[148]. - The company has contractual obligations that include potential milestone payments and success fees related to licensed intellectual property[146]. - The company may need to relinquish valuable rights to technologies or revenue streams if it raises funds through collaborations or licensing arrangements[143]. - The company has future minimum lease payments totaling $22.4 million, with $2.0 million due in 2025[144]. - The company has no material exposure to foreign currency exchange rate risk as total liabilities were primarily denominated in U.S. dollars[149].

分组1 - Editas Medicine reported a quarterly loss of $0.28 per share, better than the Zacks Consensus Estimate of a loss of $0.38, and an improvement from a loss of $0.75 per share a year ago, resulting in an earnings surprise of +26.32% [1] - The company posted revenues of $7.54 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 365.62%, compared to revenues of $0.06 million in the same quarter last year [2] - Editas shares have increased approximately 94.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 14.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.19 on revenues of $5.52 million, and for the current fiscal year, it is -$2.12 on revenues of $15.38 million [7] - The Medical - Biomedical and Genetics industry, to which Editas belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Performance - Editas Medicine reported a net loss of $25.1 million, or $0.28 per share, for Q3 2025, a significant improvement from a net loss of $62.1 million, or $0.75 per share, in Q3 2024[10]. - Total operating expenses for Q3 2025 were $32.1 million, down from $65.7 million in Q3 2024[15]. - Editas Medicine reported total stockholders' equity of $13.5 million as of September 30, 2025, compared to $134.3 million at the end of 2024[17]. Revenue and Funding - Collaboration and other research and development revenues increased to $7.5 million in Q3 2025, compared to $0.1 million in Q3 2024, primarily due to milestone recognition under a collaboration agreement with BMS[10]. - Editas Medicine raised $17.8 million in gross equity proceeds from its ATM facility during Q3 2025[7]. Research and Development - Research and development expenses decreased by $27.9 million to $19.8 million in Q3 2025, down from $47.6 million in Q3 2024, mainly due to reduced clinical and manufacturing costs[10]. - The company plans to submit an IND/CTA for EDIT-401 by mid-2026 and aims to achieve initial human proof-of-concept data by the end of 2026[2][5]. - Preclinical data presented showed over 90% LDL-C reduction in non-human primates within 48 hours of a single dose of EDIT-401[5]. - The ≥90% reduction in LDL-C was achieved with a ≥6-fold mean increase in LDLR protein in the liver, requiring only moderate functional editing of LDLR alleles (10-40%) in the liver[5]. Cash Position - Editas Medicine extended its cash runway into Q3 2027, with cash, cash equivalents, and marketable securities totaling $165.6 million as of September 30, 2025, down from $269.9 million at the end of 2024[7][17].

Core Insights - Editas Medicine has presented preclinical proof-of-concept data showing over 90% reduction in LDL cholesterol levels in non-human primates, supporting the potential of EDIT-401 as a leading one-time therapy [1][2] - The company is on track to submit an investigational new drug (IND) or clinical trial application (CTA) for EDIT-401 by mid-2026, with initial human proof-of-concept data expected by the end of 2026 [1][2] - Editas has extended its cash runway into the third quarter of 2027, allowing for further development of EDIT-401 beyond initial human proof-of-concept data [1][4] Recent Achievements and Outlook - The company has made significant progress with EDIT-401, achieving over 90% LDL cholesterol reduction in non-human primates within 48 hours of a single dose [5] - A ≥6-fold mean increase in LDLR protein in the liver of non-human primates was observed, requiring only moderate functional editing of LDLR alleles (approximately 10-40%) [5] - The durability of LDL-C reduction was demonstrated in mouse models over a three-month study [5] Financial Results - As of September 30, 2025, cash, cash equivalents, and marketable securities totaled $165.6 million, down from $269.9 million as of December 31, 2024 [7][15] - The company raised $17.8 million in gross equity proceeds from its at-the-market (ATM) facility during the third quarter of 2025 [7] - For the three months ended September 30, 2025, the net loss attributable to common stockholders was $25.1 million, or $0.28 per share, compared to a net loss of $62.1 million, or $0.75 per share, for the same period in 2024 [11][14] Corporate Highlights - Editas has maintained financial discipline, which contributed to extending its cash runway into the third quarter of 2027 [4] - The company plans to participate in the 8th Annual Evercore Healthcare Conference on December 2, 2025 [5]

Core Insights - Editas Medicine, Inc. is set to present a digital poster at the American Heart Association (AHA) Scientific Sessions 2025, highlighting its innovative gene editing technology aimed at lowering LDL cholesterol levels [1][2]. Company Overview - Editas Medicine is a pioneering gene editing company focused on developing transformative in vivo medicines for serious diseases using CRISPR technology [3]. - The company holds exclusive licenses for the Cas12a and Cas9 patent estates from the Broad Institute and Harvard University for human medicines [3]. Presentation Details - The presentation will take place on November 8, 2025, from 10:45 a.m. to 11:45 a.m. CT, under the session title "Cutting-Edge Gene and Precision Therapies" [2]. - Anshul Gupta, Vice President of Preclinical Development at Editas Medicine, will be the presenter [2]. - The accepted abstract and poster presentation will be available on the AHA website and the company's website, respectively [2].