My Game Plan:

Pathways:
$BPMC 3.37% core position
$MRTX 3.37% core position
$TPTX 3.37% core position
$SDGR 1.35%
$RVMD 2.7%
$RLAY 2.7%
$ERAS 0% considering but way too expensive
$RPTX 2.02%
$KNTE sold out as it was my weakest link
Protein Degraders:
$ARVN 1.35%
$KYMR 1.35% paying down a core position
$CCCC 2.02% paying down a core position
$GLUE 1.35% paying down a core position
CRISPR/Old Antibodies
$CRBU 1.35% paying down a core position
$BCAB 2.7% will sell out when I think its good opportunity.

CRISPR is way to crazy on values to waste money on here. It will implode someday, and I will be waiting.
Cell Therapies:
$IPSC 1.35% paying down a core position
$TIL 1.35% paying down a core position
$CABA 2.02% paying down a core position
Delivery:
$GBIO 2.7% paying down a core position
$FDMT 2.7% paying down a core position
$SANA 2.02% paying down a core position
Everything that is not core can be dumped for profits if the $XBI gets back to the old high. They are cool companies, but they are not core to my strategy. They are there for trading.

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More from @Biotech2k1

15 Sep
#Cancer_Immunology TME

A look into the Tumor Micro Environment (TME).
1/ There is a complex set of interactions that must go on between a tumor and its surroundings. It has to interact with the tissue cells, it needs nutrients, it needs oxygen, it needs to survive and proliferate in a hostile environment.
2/ One of the many things it has to achieve to exist and thrive is to overcome the immune system and its natural ability to find, target and destroy tumors. There are 3 key cells in the immune system that are designed to find and kill cells that are infected or defective. Image
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#Targeted_Protein_Degradation

A look into protein degraders.
1/ There are 2 types of protein degraders in development and a 3rd in concept phase of development. The first is the monoDAC, the second is the biDAC and the last is the triDAC.
2/ The monoDAC will bind with a covalent chemical bonding to the E3 ligase and alter its targeted function. It changes the shape of the E3 and directs it to place the ubiquitin molecule onto a protein it directs.
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15 Sep
#The_Proteasome

I look at how the Proteasome works.
1/ The Proteasome is a cellular organelle. Its like the recycling bin for proteins. When a cell is done with a protein, it tags it for destruction in the process called ubiquitination.
2/ The proteasome will load these tagged proteins and break them down into peptides of about 7 to 10 amino acids in length for recycling. They will further be broken down after into single amino acids for reuse to build new proteins.
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15 Sep
#Ubiquitination

A look at ubiquitination.
1/ Cells make, regulate and break down proteins constantly. They have a system to control the regulation of the proteins they produce. This is to remove unwanted proteins when no longer used.
2/ It also maintains healthy proteins as they degrade slowly over time. The process of ubiquitination is the tagging of these proteins by the cell for destruction. There are 3 enzymes that work in the process of ubiquitination.
Read 10 tweets
14 Sep
Looking at Protein Degraders:

Looking at the pathway coverage of the deragers.
1/ $ARVN
AR - Androgen receptor
ER - Estrogen receptor
BCL6 - transcription factor
KRAS - MAPK pathway
MYC - transcription factor
Tau - CNS
2/ $KYMR
IRAK4 - Inflammation pathway
STAT3 - cytokine receptor
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