Discover and read the best of Twitter Threads about #biotech

Most recents (24)

In #TechBio news, a post on the definition of TechBio as found in the first Google search hit I found, followed by a possible alt definitions stemming from the comparison of the terms #techbio and #biotech Dx/Tx:
medium.com/cantos-venture…
Definition: "TechBio is the direct application of engineering to biology".
"[...] applying an engineering mindset to solving biological problems means we can still work with limited information. We see TechBio as being concerned with four main components:
1. Reading bio — understanding genetic information (DNA, RNA, proteins, etc.) ex: next-gen sequencing
2. Writing bio — synthesizing DNA, RNA, and protein constructs. ex: creating custom DNA oligonucleotides
Read 10 tweets
An Israeli biotech company, Renewal Bio that recently created mouse embryos using stem cells, has announced plans to make human embryos to harvest tissue for organ transplants and anti-aging procedures.

#Stemcells #biotech #biology #Syntheticbiology #Aging #transplant
The scientist behind the work clarified that:
The synthetic embryos were not "real" embryos and did not have the potential to develop into live animals. But that is partly because they don't have the technology, right now, to do so.
He admits to taking his "ground-breaking" technology to the next level and creating human embryos. The purpose is to harvest tissue to be used in transplant treatments meant to lengthen a person's life and health.
Read 5 tweets
$NTLA and $REGN report initial data from ph1 study of #ATTR for NTLA-2001. All patients across the two doses showed 92-94% TTR reduction at day 28.
#crispr #genomics #genetherapy #biology #biotech
At both dose levels, $NTLA-2001 was generally well tolerated. 2 patients reported transient infusion reactions, which was the only observed treatment-related adverse event.
$NTLA-2001 is an in-vivo administered #genetherapy.
It is one of the first few in-vivo #GeneTherapy being tested. Congrats to the $NTLA and $REGN teams.
Read 4 tweets
In #biotech #stocks news, no opening to the US market today due to Labor Day holiday, which is a perfect time to discuss the only stock in the list of #biotech companies that I track, which is not listed in the US stock market: $ONT.L Oxford @nanopore
ONT decided to IPO in the UK rather than the NASDAQ, with two main consequences to the stock price: (1) many of the retail broker apps with a US Dollar account won't trade it as easily as US stocks, and (2) the value of the stock will correlate with the value of GBP vs USD.
The later can be seen when looking at $ONT.L Oxford @nanopore stock versus the GBPUSD trend line (yellow): when the GBP loses value to the US Dollar, seemingly ONT loses value, being traded in GBP. And vice versa, for a large pharma company such as $AZN Astrazeneca ...
Read 11 tweets
Man kann von der #Uebergewinnsteuer halten was man will, aber das Argument, dass man demzufolge auch die @BioNTech_Group für aus Not und Elend erzielte Überrenditen besteuern müsse ist von der #FDP an den Haaren herbeigezogen, denn... (1/4)
Die Energiekonzerne, erhalten derzeit ohne einen Finger mehr zu rühren ein Vielfaches der Erzeugungskosten. Das sind echte #Windfallprofits. Zumal wir auch recht sicher wissen, dass im umgekehrten Fall Verluste per Bailout solidarisiert werden (weil systemrelevant und so..) (2/4)
Der Fall der @BioNTech_Group ist ein vollkommen anderer. Hier hat man kurzfristig und innovativ durch Forschung und Arbeit eine neue Problemlösung gefunden, die zwar eine hohe Produzentenrente, aber eine NOCH höhere Konsumentenrente und gesellschaftliche Rendite hat. (3/4)
Read 5 tweets
We first opened @LabLaunch in Monrovia almost 7 years ago

Since then we've:
- served over 4 dozen #biotech #startups
- over 85% of whom are still in business today
- developed incubator and scale-up lab spaces for clients across SoCal

We are, and always have been #LongLA

1/n
We've also started to expand internationally with our UK affiliate @CoLaboratories

And, we created an investment arm to support the most promising Life Science #entrepreneurs in our growing global network.

We bring opportunity to where the talent is
Access to affordable, accessible lab space is a global crisis that is hindering the #biotech revolution

Labs are too scarce, too expensive, and clustered in exclusive, high-cost areas

Obsolete designs and luxury aesthetics add $$$ to costs without improving user experience
Read 8 tweets
Another twitter profile of one of the #biotech #stocks that I track, this time it's $TWST TwistBio. The company is a DNA Write company, currently applying their tech to #SynthBio, #NGS and #AntibodyDiscovery Image
The different segments are easy to explain, and in many cases we can draw analogies to $ILMN Illumina in #NGS: they provide products and services to different segments as a 'tools' provider. Now on to Twist Biopharma, here is were things get complicated.
Twist Biopharma is by all intends an purposes just another branch that concentrates on the antibody side of things. Part of what they offer is just more 'products and services', like they would do with NGS or SynthBio. The complicated part is their intention to also engage...
Read 8 tweets
In #biotech #stocks, another market opening, another tough readjustement of expectations for $NVTA Invitae at -7% opening.
The 5-day chart shows a seesawing pattern, with peaks coming from the 1-2 initial hours of market, which quickly deflate either within the day's trade value or the next day. As mentioned before in this twitter account, the shape of these can sometimes be indicative of a large...
... institutional fund loading up, submitting orders at a certain tick for a certain period of time, and adjusting the rate of buys to the response from the rest of the market. $NVTA Invitae's top institutional holders are well spread, with @ARKInvest on top at 12.5%
Read 5 tweets
[mini-thread]
Ok @TheSpectator est connu pour être un titre conservateur, atlantiste et anti-européen.

Mais, son regard critique sur cette info issue du World Economic Forum 2022 mérite de s’y intéresser. Voici pourquoi… 🧵(1/5)

#WEF #biotech #transhumanisme #surveillance
L’article rapporte la prise de position de Kathleen Philips, Vice-Présidente Recherche & Développement de l’imec (Interuniversity Microelectronics Centre), organisation internationale (90 pays, 4000 chercheurs) très active dans le champ des #nanotech 🧵(2/5) Image
🗣Selon K. Philips, nous pourrions un jour envisager de « pucer » nos enfants « pour leur #sécurité »…

Comme on place déjà des puces #RFID dans le cou de nos animaux domestiques, ou comme certains suédois, dans le bras, pour accéder à leur bureau. 🧵(3/5)
Read 6 tweets
In #biotech #stocks news, $TXG @10xGenomics is opening upwards +4% in today's trading. The company is down more than 75% in the 52-wk window. They peaked in Q1 2021 and have since then declined at a similar pace as other $XBI stocks out there.
$TXG is in the #Singlecell and #Spatial biology field. They've recently made their pivot into Spatial Biology apparent, and have both an #NGS Next-Generation Sequencing and #InSitu imaging play on it, with their #Visium and #Xenium lines respectively.
The $TXG top institutional holders include Morgan Stanley with less than 10%, followed by 3 of the heavy hitters in #biotech: UK's Baillie Gifford, Vanguard Group, and Black Rock.
Read 5 tweets
An article describing the "45 is the new 50" change in guidelines in the US for #ColorectalCancer #Screening. Slightly biased towards $EXAS Exact Sciences Cologuard. ache.org/blog/2022/upda…
$EXAS Exact Sciences is one of the companies I track, in many ways a pioneer in the #LiquidBiopsy #CancerScreening field although with a low-tech method compared to other players in this field such as $ILMN Illumina (via @GrailBio), and what other companies are planning ...
Read 6 tweets
$EVFM is an example of peak management hubris. They just announced they will be delisted by NASDAQ. How did they get to this point? A 🧵
/1 #biotech #trashco
On 23 Aug 2021, $EVFM was notified by NASDAQ that they were non-compliant with the min $1 bid price. Compliance deadline was 21 Feb 2022.

They weren't compliant by the Feb deadline. So they requested a hearing. /2
Hearing held on 31 Mar. On 6 Apr, NASDAQ told $EVFM the compliance deadline was extended until 20 May.

To regain compliance, $EVFM initiated a 1:15 RS. From 6-19 May (10 trading days), EVFM was over $1.

Everything good now, right? Not so fast. /3
Read 7 tweets
(1/7) We love AlphaFold - probably one of the biggest scientific breakthroughs of this century...

Predicting protein structure from sequence

A few thoughts below: 🧵👇

endpts.com/deepminds-alph…
(2/7) Back in the day some scientists would make a career around solving the structure of a single protein.

The endeavor could take years using the early X-ray crystallography or NMR techniques
(3/7) By the late 90's the technology had taken the time to structure down into the timeframe of 1-6 months.

Pharma and Biotech routinely began to incorporate structure based drug design into all of their discovery programs
Read 7 tweets
(1/7) Navigating the #Biotech Black Swan

$XBI crashing 45% is certainly not something anyone expected - a thread on how operators & investors can navigate 🧵 👇🏼 Image
(2/7) These events always come out of nowhere & resolve more rapidly than most expect

We will go into detail on operational levers operators/investors can pull:

a) how to respond to Black Swann events

b) learnings from previous events so companies are positioned for recovery
(3/7) For Operators: Responding to a Black Swan event

💰Immediately tighten the budget

💰Increase cash monitoring

💰Pressure test all budget assumptions - is there far trim?

💰 Link performance goals to budget for accountability

💰 Communicate -morale is critical to manage
Read 7 tweets
Looking at a little Strategy: 🧵

I hope putting out my game plan will help other get ideas on how to do a strategy for investing to maximize returns.
1/ I am finally getting comfortable with my strategy. I have a set amount now that I am contributing to each of my portfolios for #biotech, #tech and #crypto. My plan is to use the any rallies to fade some of the companies I want get rid of that disappointed me.
2/ Then I want to use that cash to accumulate more of the companies I like. The max tax loss I can take for a year about $3,000. That would reduce my taxes and get me back about 25% or $750 in tax savings. It will work out like getting some cash back on those losers.
Read 14 tweets
Right now, #Growth with #biotech, #tech and #crypto is the rising tide that lifts all boats. This is a good time when things are ripping higher for an investor to do a good assessment of what is working and what is not. You can use these rallies to get rid of what isn't working.
Its the best time when things are rocking to do this assessment and make any changes. I don't recommend selling winners, but losers can be jettisoned for cash for any future pullback. You can be sure one will come eventually for you to buy more of the winners cheaper.
I used this rally to do a bit of changing in some of my strategies. I jettisoned $COIN as I have too much #crypto so I replaced it with a little bit of income for stability and a hedge. I did that in my tech portfolio.
Read 7 tweets
(1/14) 𝗔 𝘁𝗵𝗿𝗲𝗮𝗱 𝗼𝗻 𝘄𝗵𝘆 𝗱𝗿𝘂𝗴 𝗵𝘂𝗻𝘁𝗲𝗿𝘀 𝗮𝗿𝗲 𝗲𝘅𝗰𝗶𝘁𝗲𝗱 𝗮𝗯𝗼𝘂𝘁 𝗥𝗡𝗔 🧵👇

(hint: there is waaaay more than just mRNA vaccines) Image
(2/14) RNA plays a key role in basic biology sitting as the intermediary between translation of protein from DNA 🔑

(3/14) However, many different sub-types of RNA exist

Some are more advanced in our ability to target for therapeutic development (ASOs, siRNAs, and mRNA)

Others are more emerging (small mol targeting RNA, RNA editing, epitranscriptomics, circRNAs, & aptamers) Image
Read 14 tweets
I am seeing clear divergence between some stocks and the indices particularly in #solar #biotech #chinese stocks

Master thread of these diverging stocks I am watching or own🧵:
$UTHR daily and week charts. I Own.
$HALO daily and weekly charts. I own.
Read 23 tweets
. 🧬Exciting stuff! 🧬
Hope of a genetic-"fix" for youngsters with a rare blood disorder
newscientist.com/article/232451… #bioinformatics #snrtg #scicomm #openscience #technology #biotech #genomics #raredisease
The clinical trial results which prompted extending CRISPR treatment to kids for
🧬 Sickle-cell and Beta-Thalassemia🩸
bit.ly/3n4MwUO #openscience #scicomm
🧵(thread 3/3)
...more 🧬✂️DNA-editing hope:
1⃣ Inborn Errors of Immunity : frontiersin.org/articles/10.33… #bioinformatics #biotech #WomenInSTEM #openscience #scicomm
2⃣ 'CF', ... 🫁 ➕: frontiersin.org/articles/10.33… #immunology #genomics #raredisease
Read 5 tweets
One of the most devastating and heart-wrenching of the
~7,000 known rare diseases
A novel mutation🧬identified in
*⃣ "Epidermolysis Bullosa"*⃣
bmcmedgenomics.biomedcentral.com/articles/10.11… #bioinformatics #openscience #100daysofcode #snrtg #genomics #raredisease
Young patients with Epidermolysis Bullosa are known as
"Butterfly Children"
A novel gene therapy has shown dramatic and promising results for some of them:
science.org/content/articl… #openscience #biotech #scicomm
Epidemolysis Bullosa: frequently referred to as
'The worst disease you've never heard of'
chron.com/life/health/ar… #openscience #raredisease #scicomm
Read 4 tweets
1/ My new home @future just turned 1 🎉! Some thoughts on why I’m so excited about Future, by way of sharing a few of my favorite articles we’ve published so far. 🧵
2/ My colleagues share my optimistic outlook but get that building a better future won’t be easy. Many of my favorites tap into a common theme: science is integral to creating a better world, only if we (scientists) embrace new technologies and explore radical ideas, e.g.
3/ Science is slow, but it doesn’t have to be. One of the things slowing science down is the archaic process of funding science. Begging for #grants takes huge chunks of researcher time, decisions take months, and decision-makers are often risk-averse.
Read 11 tweets
To continue celebrating #BiodiversityDay, we would like to introduce one of the institutions that work together with UNU-BIOLAC to train researchers in the region: "Red de Genética para la Conservación" – @ReGeneC

#UNUBIOLAC2022 #Biotechnology #Biotech Image
Since 2004, @ReGeneC has worked alongside different experts in genetics to help form researchers from Latin America and The Caribbean. They contribute with an integral vision of the conservation process, considering diverse aspects of the context where it will be applied.🧬 Image
@ReGeneC supports the conservation of the region's biodiversity by preparing different professionals in specialized courses to apply genetics to their respective research. 👩‍🔬

Up to this moment, ReGeneC has fourteen courses and two conferences under its belt. Image
Read 4 tweets
1/As promised & after reading $NTLA latest Q1 2022 financial report here is my analysis regarding @intelliatx latest corporate status. I have focused only on the main issues that I found to be the most interesting & relevant. #CRISPR #GeneEditing #BioTech #FinTwit #Genomics👇
2/NTLA-2001 is the most advanced In-Vivo #CRISPR/#Cas9 #GeneEditing program in $NTLA portfolio & is aimed to treat Transthyretin Amyloidosis - (ATTR). NTLA-2001 could potentially halt & reverse the disease in a “one time” treatment by knocking out the TTR gene with a single dose
3/In February $NTLA has presented an updated clinical data from its Phase 1 study of NTLA-2001 which included 15 patients with ATTR amyloidosis. IMO NTLA-2001 readout looks promising & here is a summary that I wrote shortly after @intelliatx’s presentation of NTLA-2001👇
Read 14 tweets
There's a lot of justified concern over whether #fermentation capacity can ever meet the promises of biotech at #scale. It's a real challenge, and one likely to present massive roadblocks to promising new companies, even with immediate action. 🧵
So much of #biotech is about proving that a microbe or genetic alteration can achieve X result in the lab, followed by the promise of what's possible "if you just scale this up…". Naturally, that last bit is where the true value proposition (and difficulty) lies.
Making lots of stuff, even with microscopic agents like yeast, requires gigantic steel tanks, and lots of them. For anything that offers global-scale solutions, we're talking many times more capacity than currently exists. But who's going to own and run all the tanks?
Read 15 tweets

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