Editas Medicine, Inc. (NASDAQ:EDIT) Stifel 2024 Healthcare Conference November 19, 2024 1:50 PM ET Company Participants Erick Lucera - Chief Financial Officer Conference Call Participants Dae Gon Ha - Stifel Dae Gon Ha All right. Thanks, everyone, for joining us for the next half hour. My name is Dae Gon Ha, one of the biotech analysts at Stifel. So with me for the next half hour, we've got Editas Medicine. So from Editas, we have Erick Lucera, Chief Financial Officer and Christine [indiscernible] VP of IR. ...

Summary of Editas Medicine, Inc. Conference Call Company Overview - **Company**: Editas Medicine, Inc. (NASDAQ:EDIT) - **Event**: 2024 Cantor Global Healthcare Conference - **Date**: September 17, 2024 - **Participants**: Gilmore O'Neill (CEO), Eric Schmidt (Cantor Fitzgerald Analyst) Core Company Strategies - **Three Pillars of Strategy**: 1. Drive Renicel to approval 2. Build a differentiated in-vivo discovery pipeline focusing on first-in-class or best-in-class therapeutics 3. Utilize non-dilutive financing methods, including out-licensing foundational intellectual property from Broad, Harvard, and MIT [2][12][16] Gene Editing Technology - **Differentiation**: Editas utilizes the AsCas12a enzyme, which is characterized by high efficiency and fidelity, making off-target editing difficult to detect compared to Cas12 [5][6] - **Clinical Validation**: AsCas12a has been validated in clinical settings, particularly in the Reni-cel therapy [5] Immediate Priorities - Focus on developing in-vivo medicines that are first-in-class and best-in-class, with a unique approach of functional upregulation rather than gene knockdown [8][9] - Target specific tissues, particularly hematopoietic stem cells for treating sickle cell disease and beta thalassemia [10][41] Reni-cel Program Insights - **Efficacy**: Reni-cel has shown significant efficacy, with patients experiencing a reduction in vaso-occlusive events (VOEs) from a mean of 4 to zero post-transplant [13][14] - **Market Strategy**: There is an interest in potentially partnering Reni-cel to expand market reach outside the U.S. [16] - **Market Dynamics**: The company believes the cell therapy market is at the beginning of a growth curve, with increasing demand and understanding among patients and physicians [18][19] Challenges and Opportunities - **Patient Education**: There is a need for increased education regarding gene therapies among patients and referring physicians to drive demand [19][24] - **Contracting and Reimbursement**: The contracting process with treatment centers is expected to mature, which will facilitate market entry [20][21] - **Payer Engagement**: The evolution of payer policies is crucial for therapy adoption, with ongoing efforts to engage with Medicaid and commercial payers [22][25] Competitive Landscape - Editas positions itself as a "fast follower" in the gene therapy space, learning from the experiences of earlier entrants like Vertex and bluebird bio [26][30] - The company aims to leverage its differentiated technology and operational efficiencies to capture market share despite being later to market [35] Future Directions - **In-vivo Programs**: Editas is focusing on in-vivo hematopoietic stem cell therapies, with several programs identified that align with their strategic goals [51] - **Biomarker Utilization**: The company plans to select targets based on genetic variants and quick biomarker readouts to ensure effective clinical outcomes [49] Conclusion - Editas Medicine is strategically positioned to leverage its innovative gene editing technology and therapeutic focus to address significant unmet medical needs in genetic disorders, particularly sickle cell disease and beta thalassemia, while navigating the complexities of market entry and patient education [2][8][19]

Editas Medicine, Inc. (NASDAQ:EDIT) Stifel 2023 Healthcare Conference November 14, 2023 1:50 PM ET Company Participants Erick Lucera - EVP, CFO Cristi Barnett - VP, Corporate Communications and IR Conference Call Participants Dae Gon Ha - Stifel Dae Gon Ha Okay, let's go ahead and get started with the next session. Thanks everyone for joining us. For the next half hour or so, we're going to be talking Editas Medicine. My name is Dae Gon Ha, biotech analyst at Stifel. Joining me here on stage, we have Erick ...

Editas Medicine, Inc. (NASDAQ:EDIT) RBC Capital Markets Global Healthcare Conference 2023 May 16, 2023 10:30 AM ET Company Participants Gilmore O'Neill – Chief Executive Officer Baisong Mei – Senior Vice President and Chief Medical Officer Conference Call Participants Luca Issi – RBC Capital Markets Luca Issi All right, great, thanks. Hello, everybody. Luca Issi, Senior Biotech Analyst here at RBC Capital Markets and today is our great privilege to have Editas with us for a fireside chat. Representing the c ...

Industry/Company Involved * **Company**: Editas Medicine, Inc. (NASDAQ:EDIT) * **Industry**: Biotechnology, Gene Editing, Hematology Key Points and Arguments 1. **EDIT-301 Clinical Update**: Editas Medicine presented early clinical data from the RUBY study evaluating EDIT-301 for severe sickle cell disease (SCD) [6][7]. 2. **Safety Profile**: The initial safety profile of EDIT-301 was consistent with myeloablative busulfan conditioning and autologous hematopoietic stem cell transplant. Both dose participants showed successful engraftment and stopped red blood cell transfusions without any vaso-occlusive events (VOEs) [6]. 3. **Efficacy**: The first patient achieved a fetal hemoglobin (HBF) level of 45.4% and a total hemoglobin of 16.4 g/dL five months after EDIT-301 treatment. This suggests clinical proof of concept and potential for robust clinical benefit in SCD patients [7][8]. 4. **Mechanism of Action**: EDIT-301 uses a novel CRISPR nuclease, AsCas12a, to target the promoter region of the gamma globin gene 1 and 2, increasing fetal hemoglobin expression and mimicking the natural mechanism of hereditary persistence of fetal hemoglobin [12]. 5. **RUBY Study**: The RUBY study is a Phase 1/2 study designed to evaluate the safety, tolerability, and efficacy of EDIT-301 in severe SCD patients. The study will recruit up to 40 patients aged 18-50 years with a history of at least two VOEs per year [13]. 6. **Future Plans**: Editas Medicine plans to provide more data from the RUBY study, including data from additional patients, in the middle of 2023 [19]. Other Important Points * **Regulatory Pathway**: Editas Medicine is actively engaging with regulators and expects to have greater clarity on the required patient data set and follow-up for a BLA submission in the coming year [36]. * **Alternative Conditioning Therapies**: Editas Medicine is exploring alternative conditioning regimens beyond busulfan to reduce treatment burden for patients and treatment sites [38]. * **Clinical Differentiation**: Editas Medicine believes that its unique therapeutic strategy, including the use of AsCas12a and targeting the gamma globin promoter, could lead to significant differentiation from other SCD therapies [31]. * **Patient Engagement**: Editas Medicine values engagement with investigators, clinicians, and patient communities and believes that patient education and understanding of the science behind EDIT-301 are crucial [82].