Editas Medicine (EDIT) investor relations material

Strategic focus and differentiation

• Completed pivot to in vivo therapeutics using CRISPR editing, emphasizing transformative, efficacy-driven changes to standard of care.

• Focuses on gain-of-function edits to increase disease-mitigating proteins, targeting diseases with measurable biomarkers for rapid decision-making.

• Lead program, EDIT-401, aims for a 90% reduction in LDL cholesterol, showing strong preclinical efficacy.

• Utilizes both licensed and proprietary LNP delivery platforms for targeted gene editing.

• Differentiates from competitors by directly upregulating LDL receptor expression, surpassing the efficacy ceiling of PCSK9-targeted therapies.

Pipeline progress and clinical development

• EDIT-401 is advancing toward first patient dosing in Australia, with regulatory interactions ongoing and dosing expected this year.

• Phase I/II study will use a dose-escalation design, targeting a human equivalent dose shown to be fully efficacious in non-human primates.

• Safety data from the first cohort expected in Q1 next year, with top-line safety and efficacy data anticipated in 2027.

• Expansion to 25–30 patients planned in Part 2, aiming for completion by end of 2028 and potential regulatory discussions for pivotal studies.

• HSC-targeting therapy for sickle cell and thalassemia remains in discovery, with ongoing optimization at low cost.

Market opportunity and unmet need

• Significant unmet need remains in LDL cholesterol management, with 9–10 million high-risk patients in the US not reaching target levels despite current therapies.

• EDIT-401 targets HeFH and broader cardiovascular disease populations, with potential for independent development in smaller populations and partnership for larger indications.

• Human genetic studies support the safety and efficacy of deep LDL lowering, with no adverse cognitive or metabolic effects observed in individuals with naturally low LDL.