2024-03-06 17:05:03 ET
Editas Medicine, Inc. (EDIT)
TD Cowen 44th Annual Healthcare Conference
March 04, 2024 12:50 PM ET
Company Participants
Gilmore O'Neill - CEO
Erick Lucera - CFO
Conference Call Participants
Phil Nadeau - TD Cowen
Presentation
Phil Nadeau
Good afternoon and welcome once again to TD Cowen’s 44th Annual Healthcare Conference. I'm Phil Nadeau, one of Cowen’s biotech analysts, and it's my pleasure to moderate a fireside chat with Editas. We have with us today, Gilmore O'Neill, CEO and Erick Lucera, CFO. Hand it over to you guys maybe initially to give a brief state of the company overview. What are the biggest strengths, biggest challenges, what does Editas need to do over the next 12 to 24 months to create value?
Gilmore O'Neill
Great. Well, thanks very much, Phil, and great to be here. From the point of the state of the company, I think things are actually are moving very well. Just a little over a year ago, we outlined a new strategy with three pillars, advancing our lead asset reni-cel and that has been going very well on the execution side with some regulatory alignment, et cetera, as we drive towards BLA and commercialization.
The second pillar is around building and focusing our pipeline efforts on in vivo, and we are happy to be on track for a preclinical in vivo proof-of-concept this year. And then finally, the third pillar has been to really double down on BD efforts with a particular focus on out-licensing our IP as a source of non-dilutive capital formation. And we announced a number of deals last year, but the most recent was in December with Vertex where we sub-licensed Cas9 a non-exclusive license for use of Cas9 for BCL11A editing to enable the CAS JV launch. ...
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Editas Medicine, Inc. (EDIT) TD Cowen 44th Annual Healthcare Conference (Transcript)