1/ The immune system is the primary surveillance system for preventing cancer. We have mutations occur all the time, but it only evolves into cancer once it learns to escape the immune system.
2/ The tumor begins when a cell gains a mutation that allows it to grow and replicate faster then normal. Otherwise, these cells are completely normal cells in every way. We call this hyperplasia or a benign growth.
3/ Natural Killer (NK) cells are the primary cells for detecting damaged or defective cells. They have pattern recognition receptors on their surface for Damage Associated Molecular Patterns (DAMPs).
4/ As cancer cells grow and mutate, the mutated self proteins can become antigens which the immune system can recognize and use to mount a response. These are called Tumor Associated Antigens (TAA).
5/ The T cells can recognize these new mutated self proteins and mount a cell mediated response against these tumor cells. As the T cell kill tumor cells, the Antigen Presenting Cells (APCs) will clean up the dead cells.
6/ This allows the APC to present new antigens from the tumor cells to the T cells and activate a further response. This called Epitope Spreading. As the tumor cells die, they release more tumor antigens for the immune cells to use to continue to kill more tumor cells.
7/ The tumor can only survive in this hostile environment if it develops mutations that allow it to escape this process of immune surveillance.
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I know in a market that is super bubbly with the indexes trading at over 27x earnings many investors are wondering where to put their money. I know I have been looking and searching for value of any kind in this market.
1/ #Tech is a very big space, but there are some key themes here I am focused on as I think they are still innovative and disruptive. They are #Cloud, #Cybersecturity and #Automation.
2/ Automation is the easiest to cover first as it is all about replacing laborers in repetitive tasks with robots and equipping those robots with controller enabled with #AI and #ML to allow them to learn and improve the processes.
I know in a market that is super bubbly with the indexes trading at over 27x earnings many investors are wondering where to put their money. I know I have been looking and searching for value of any kind in this market.
1/ The next major theme is Financial Technology called #FinTech. This has been very disruptive to the old school financial industry which has been very complicated and unfriendly to consumers for many decades. I know last year I abandoned my obsolete old bank for fintech.
2/ Many of these companies disrupted the space by just building simple to use and very easy apps. I have been doing online banking and trading for over 20 years and its never been easier for consumers. These apps are very simple and very easy to use.
I know in a market that is super bubbly with the indexes trading at over 27x earnings many investors are wondering where to put their money. I know I have been looking and searching for value of any kind in this market.
1/ I have been an innovation investor for many years. I put out a thread a few years ago about my thematic investing style. Some of my top themes at the time where #AI, #Automation, #Cybersecurity in Tech, #Fintech, #TechBio and #CRISPR in Biotech.
2/ Today, were are going to look at these themes again. There were 2 themes I opted out of over that time since my last big thematic post. They were #eVTOL and #SynBio. Both seem to be way too early and way too risky at this stage of development.
Here I am going to look at the platform for @RecursionPharma and attempt to value this company as a sum of the parts.
1/ The Recursion platform comes in the technology pieces. They are the Data Collection, Mapping and Machine Learning. I will look at each of these parts.
2/ The first part of the platform is Data Collection. This is their automated lab where they run 2 million experiments per week and record that experimental data into their super computer Biohive.
This is going to be for companies not inside the $XBI. I will post companies here as I come across biotech names and check them out.
$ABSI is a company using synthetic biology to create antibodies and AI to model and design antibodies. They are working on generative AI platform to allow for antibody development. Its a massive bubble at 2x valuation. I love it at the right price.
$EXAI is a company that I own that is working on AI across all stages of drug discovery. They have 2 platforms with single cell biology genomics and AI drug discovery.