Editas Medicine, Inc. (EDIT)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$3.23+4.87%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · EDIT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -47.4% |
| Our one-year growth estimate | diamond | -48.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 1.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
EDIT — director transition
Dated 2026-08-05
Director — Elliott Levy, M.D.: Dr. Elliott Levy resigned from the Board and was succeeded by Dr. Patrick Ellinor.
Why it matters: This data update will show how well EDIT-401 works and its safety in people. Good results could make investors more confident.
Supportive ifIn Q1 2027, the company shares good early human data for EDIT-401.
Worry ifThe data update shows bad results or is late without any reason.
Why it matters: A big change in management score could mean a better company direction or plan.
Supportive ifManagement score increases by more than 5 points in the next earnings call on August 11, 2026.
Worry ifManagement score decreases or remains flat in the next earnings call.
Why it matters: Submitting the Clinical Trial Notification is a key step toward starting human trials. It shows progress in developing EDIT-401.
Supportive ifThe company submits the CTN for EDIT-401 in Australia as planned this month.
Worry ifThe company delays the CTN submission beyond August 2026.
Why it matters: Updates on cash runway will show if the company can pay for its work and trials.
Watch forThe company confirms that its cash runway extends into the second half of 2028.
Also watch forThe company changes its cash runway guidance to a shorter time.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$339 on $10,000 · ±3.4% | How much price usually moves either way. |
| Bad day | $847 loss on $10,000 · 8.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,988 loss on $10,000 · 59.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Good early data would show the drug can help with high cholesterol. This could make investors more confident.
Supportive ifThe company shares early data showing a big drop in LDL-C by the end of 2026.
Worry ifThe data fails to show significant LDL-C reduction or is not reported by year-end 2026.
Why it matters: Funding is key for Editas to keep working and researching. It affects the company’s plans.
Worry ifAnnouncement of a new funding round or partnership that extends the cash runway into Q3 2027.
Less concerning ifIf there is no new funding or partnerships by Q3 2026, cash flow may be a problem.
Why it matters: Finishing enrollment is key for moving the trial forward. It could give important data on how well the treatment works.
Supportive ifEnrollment in the Phase 1/2 trial of EDIT-401 is completed as planned.
Worry ifEnrollment is delayed or falls short of expectations.
Why it matters: Submitting the CTN is a key step towards starting human trials for EDIT-401. This could validate the drug's potential to treat hyperlipidemia.
Supportive ifThe company submits the CTN in Australia by the end of August 2026.
Worry ifThe CTN submission is delayed beyond August 2026.
Why it matters: Funding is important for Editas to keep working and doing research.
Supportive ifThey raised money. This will help them keep working until Q3 2027.
Worry ifNot getting funding could cause problems for operations before Q3 2027.
Why it matters: This data update will show how well EDIT-401 works. Good results may help investors.
Supportive ifThe company shares good data showing a big drop in LDL-C in early 2027.
Worry ifThe data update shows no significant reduction in LDL-C or is delayed.
Why it matters: If companies like Lilly or Johnson & Johnson do well, it may change how people see Editas.
Watch forLilly or Johnson & Johnson report strong earnings growth above 15% in their next earnings.
Also watch forLilly or Johnson & Johnson report earnings growth below 5% in their next earnings.
Why it matters: Starting this study is crucial for Editas to show progress in its gene editing technology. It could attract more investment and support.
Supportive ifThe first patient will be dosed in the first-in-human study by December 2026.
Worry ifNo announcement of patient dosing by the end of 2026.
Why it matters: If healthcare sector growth speeds up, it may help Editas perform better.
Supportive ifHealthcare sector revenue growth speeds up above 10% each year.
Worry ifHealthcare sector revenue growth slows down below 5% each year.