Excision BioTherapeutics

Executive Summary

Excision BioTherapeutics is a clinical-stage biotechnology company developing innovative CRISPR-based gene therapies aimed at curing persistent viral infections and genetic disorders. Founded in 2015 and headquartered in San Francisco, the company's proprietary gene-editing platform enables one-time, potentially curative treatments by excising viral DNA from infected cells. Its lead program, EBT-101, targets HIV and has advanced into Phase 1/2 clinical trials, with early data suggesting favorable safety and preliminary efficacy. The company is also advancing EBT-103 for herpes simplex virus (HSV) and preclinical programs for other infectious diseases. With a strong intellectual property portfolio and a focus on high unmet medical needs, Excision is positioned as a pioneer in CRISPR-based antiviral therapies. However, as a private company, its funding and development timelines remain less transparent than public peers. The upcoming period will be critical, with key data readouts and regulatory milestones expected to validate its platform and drive value.

Upcoming Catalysts (preview)

• H2 2026Phase 1/2 interim data for EBT-101 (HIV)50% success
• Q3 2026IND filing or Phase 1 initiation for EBT-103 (HSV)40% success
• TBDPartnership or financing announcement60% success