Discover and read the best of Twitter Threads about #mxct

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TLDR: headlines like the below may be masking something interesting at ReNeuron - a medical platform business

As #MXCT and $CLPT show, these sell high

Direct NASDAQ comp valued 5x higher

#RENE platform has an imminent catalyst, which may be derisked.…
Disclaimers as follows:

- I am far, far out of my lane looking at this
- The comp lives in a bubble market
- This is 100% based on crude pattern recognition
- Market appears to value #RENE for other aspects, so
- This may not work even if the idea proves correct
So, #RENE may have what may be one of the Next Big Things: a platform for the cutting edge of genetic medicine - the comp lives off that alone.

In English, they use "exosomes" to try to get mRNA and CRISPR molecules past the blood-brain barrier into the brain. See below Image
Read 21 tweets
En kort räknestuga i mitt största innehav MaxCyte (#MXCT). MaxCyte är ett spännande bolag på många sätt men det som jag personligen tycker är mest intressant är deras struktur på avtal med sina partners. Idag har MaxCyte 12 partners med potentiella milestones på >800 mUSD.
Därtill får MaxCyte royalties på försäljningen vid eventuellt godkännande av en terapi, enligt bolaget är det ”low single digits”. I den här tråden tänkte jag kolla närmare på CTX001 hos partnern CRISPR och vad ett godkännande av CTX001 skulle innebära för Maxcyte finansiellt.
CTX001 är en cellterapi som CRISPR och Vertex tagit fram och som nu befinner sig i Fas 1 / 2. CTX001 riktar sig mot sjukdomarna beta thalassemia och sickle cell disease. Enligt en analytiker på Wells Fargo har CTX001 75% sannolikhet att bli godkänd för sjukdomarna i USA och EU. Image
Read 9 tweets

MaxCyte is a cell engineering platform, which uses non viral mRNA for drug development in a wide range of diseases including
-Auto Immune Diseases

11 Commercial Licencing deals with over
-$800m in Milestone Payments Image

MaxCyte is based on their patented novel drug development approach which is Flow Electroporation

Flow Electroporation is reprogramming of Human T-Cells

What this means is they have a machine that can modify any human/patients cells in order to target a specific problem Image

This as I hope you will understand offers enormous potential to address a wide range of therapeutic issues all under the platform which they own
Read 31 tweets

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