EDIT as of Oct 31 · 18:35 ET

EDITNasdaqBiological Products, (No Diagnostic Substances)

Editas Medicine, Inc. · Brief

Next report

9 days

Nov 9 · before openest.Q3 FY26

Earnings

Expected move

Inputs

±10.1%implied · report alone

2.402.94

straddle ±16.7%

spot 2.67exp Nov 20ATM strike 2.5ATM straddle 0.53IV 102%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

1 of 8≥ implied

avg implied: ±18.4%
avg realized: ±10.4%

Jan 13 '25±30.5%▼−7.94%×0.26

Mar 5 '25±24.1%▼−13.17%×0.55

May 12 '25±15.3%▼−2.60%×0.17

Aug 12 '25±11.9%▲+34.50%×2.90

Q3 FY25±11.2%▲+2.02%×0.18

Q1 FY26±16.6%▲+16.00%×0.96

May 5 '26±19.0%▲+1.33%×0.07

Q2 FY26±18.5%▲+5.45%×0.29

quarterimplied−35%0+35%realized×

Q2 FY26±18.5%▲+5.45%×0.29

May '26±19.0%▲+1.33%×0.07

Q1 FY26±16.6%▲+16.00%×0.96

Q3 FY25±11.2%▲+2.02%×0.18

Aug '25±11.9%▲+34.50%×2.90

May '25±15.3%▼−2.60%×0.17

2 older reports

Mar '25±24.1%▼−13.17%×0.55

Jan '25±30.5%▼−7.94%×0.26

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 9 report · est.

Bull2 of 3

11disclosed supplier and customer ties in SEC filingsSEC filings

215managers reporting a position in institutional filings13F · Jun 30 '26

Bear2 of 4

7 of 8recent reports where the move came in under the options implied rangeEarnings history

21managers whose positions together make up most of the reported value13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

Linked exposure

EDIT report session

Customers 2

BEAMBeam Therapeutics×0.33 VRTXVertex Pharmaceuticals×0.08

× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 26impliedImplied move: ±16.8% into Nov 9 earnings (Oct 26 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.