Discover and read the best of Twitter Threads about #zfn
Most recents (4)
The chase for an #HIV cure has been elusive for decades with as many failures as seen with CNS diseases. $SGMO has been dedicated to this effort tho are now supporting sponsors given the cost of the effort. This stream will provide an recap. #Autologous #CellTherapy
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$SGMO began this clinical effort in 2009. They have worked with UPenn, City of Hope, Case Western University. NAID and CIRM have helped with funding among others. We should see some critical updates this year.
#HIV
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#HIV
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The first trial (sponsored by UPenn) SB-728 began in 2009 focused on HAART treated patients and was focused on safety and comparison/persistence of CD4/CD8 T cells after ZFN modifed autologous T cells were infused.
#HIV #CellTherapy
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#HIV #CellTherapy
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Part II of the $CRSP $SGMO comparison will hopefully be a bit less dry now that Part I updates are in place. This thread will focus more on valuation, outlook and why the valuation cycle should matter to investors.
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Let's start with the concept of #Disruptive technologies. The originator of disruptive innovation theory, Clayton Christensen worked with HBR in 2015 to revisit the past 20 years.
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hbr.org/2015/12/what-i…
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hbr.org/2015/12/what-i…
#GenomicMedicine is disrupting Big Pharma who has begun to respond by spinning off old product lines and jumping into #GeneTherapy.
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This is the third edition of my tweetstorms on #GeneTherapy #CellTherapy #GeneEditing. This one compares $SGMO to $CRSP and attempts to look at #GenomeMedicine from the perspectives laid out by C.Woods at ARK This is part one of the series. Pt 2 tomorrow AM 1/20
The charts of both are attached and useful context. $CRSP went public in 2016. The weekly chart is attached and notes the pct ownership of $ARKG $ARKK since CY18. Prior the stock was stagnant below the support/resistance levels show. 2/20
I'm including two charts for $SGMO. Wkly and Mthly. The weekly shows they were pulled along with the #geneediting group The monthly shows this rally/bust cycle is not unique. Compare the SGMO 2017-2018 to CRSP. Pretty similar. More later. 3/20
$ARKG Tweet series
This series of tweets is my opinion only. Cathie Wood has created a group of ETFs that target the disruptive innovation that is both happening and accelerating. These funds have had stellar performance based upon innovation trends and economic theory.
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This series of tweets is my opinion only. Cathie Wood has created a group of ETFs that target the disruptive innovation that is both happening and accelerating. These funds have had stellar performance based upon innovation trends and economic theory.
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The $ARKG fund description is a good place to start. This has changed recently to a #CRISPR theme but started more with the sequencing cost declines which would drive diagnostics adoption and precision medicine
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