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$EDIT The most crucial insight discussed yesterday at Mesa was that companies could accelerate their proprietary platform mechanisms by leveraging the FDA data pool. While Intellia is taking this platform success to a commercial scale, Editas has reminded investors just how valuable its proprietary AsCas12a platform could become in the future.
Editas is not merely a laboratory developing its own drug (EDIT-401); it is also the ultimate patent powerhouse of the biotechnology world—a gatekeeper whose door must be knocked on, and to whom a "transit fee" must be paid, by any major corporation (such as Vertex, BMS, Novartis, etc.) wishing to enter the gene therapy market.
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