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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Over the weekend, I spent a ton of time picking through the $NBI and $ARKG looking for ideas. I shared my comments on many, but not all the companies I looked at. Here is a list of links to those threads.
They have 35 holdings in the $ARKG and I am going to look at them all and give you my opinion.
$TWST is a DNA company that makes and sell DNA sequences to biotech companies. I don't see them becoming a very huge company. I think the potential is actually small. One of the reasons I sold them when I really got to know the company.
$RXRX I owned for a few years but recently sold them as I felt the company had a few issues that needed to be fixed like sticking with a failed drug, not allowing analysts to ask tough questions, and the constant insider selling. I would rather wait for them to prove me wrong before I risk my money as I got too many other good ideas.
There was a lot of hype over the FDA announcement for replacing animal testing with AI modeling over time. A lot of the companies in the TechBio space rocketed higher yesterday. The market is not smart enough to know the winners and losers. It paints with a broad brush. My plan over the coming weeks it does dig into these TechBio companies. This has been a major theme of mine for years now. With all my study of the space, I will be able to help you sort the winners from the pack.
Here is the link to the FDA announcement where they are going to replace animal testing with alternatives over time. That is right. The huge pop in the TechBio names seems to be very premature. Nothing it going to change right away.
They are going to be replaced with AI based models of toxicology. This means the digital chemistry companies will be driving this technology both Big and Small. These will be companies like $SDGR, $RXRX, $TEM, $ABSI Insilico, GenerateBio, Asimov and Iambic
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.