1/ In previous Targeted Protein Degrader threads, I went over the basic process of how the E1 enzyme adds the phosphate group to the ubiquitin molecule. It then passes it to the E2 enzyme which binds to the E3 ligase as a complex.
2/ The E3 ligase is designed with a site of recognition that is specific to a group of proteins. These proteins, called substrates, can be many different proteins for the same E3 ligase, but they all have a specific site that the E3 recognizes and binds to.
3/ The molecular glue is a very small molecule that binds to a protein and provides a site to which the E3 ligase will bind. This allows for proteins that would never normally bind to that ligase to bind for targeted degradation.
4/ This makes the molecular glue very small and powerful. The biggest drawback is that all of the current molecular glues that have been discovered have been by accident. This is one space where AI might dramatically improve this science.
5/ The biggest potential risk is they are so small, and they bind to a protein. This means there could be off target biding of proteins that resemble the target protein leading to off target side effects.
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1/ This has been a huge love of mine for years. The engineering of cells to create cancer therapies. The induced Pluripotent Stem Cells (iPSC) can revolutionize the way we create CAR-T or CAR-NK cells for cancer treatments.
2/ The process of the iPSC can be automated, duplicated and consistent as a source of low cost cell therapies. So how does this work?
Not at my trading laptop so all are estimates. I plan to fade all rallies in biotech back to old high as value for the $XBI is only $112.
Pathways:
$BPMC 3.34% will keep my 2.02% paid core
$MRTX 3.34% will keep my 2.02% paid core
$TPTX 3.34% will keep my 2.02% paid core
$SDGR sell all
$RVMD sell all
$ERAS sell all
$RLAY sell all
$RTPX sell all
Protein Degraders:
$ARVN sell all
$KYMR 1.35% will keep my .67% core
$CCCC 1.35% will keep my .67% core
$GLUE 2.02% will keep my .67% core
1/ When the CAS enzyme does a double stranded break (DSB), it can be repaired by 2 different pathways. The first is the Homology Directed Repair (HDR) and the second is Non Homologous End Joining (NHEJ).
2/ What influences how the repair is made? This come from a few factors. The first is that NHEJ is the most dominant of the 2 repair pathways. Homology Directed Repair (HDR) is only used when a sister chromatid is available.
1/ I know I have been critical on the value in the CRISPR space, but lately the stocks have pulled back significantly from where I sold them back in January and February. I had remarked to a friend today about possibly buying them back into any sell off.
2/ I think the values are still very extreme, but CRISPR is the defining technology of our generation. If it works, these companies will be worth 10x what they are trading for. I can't see giving up the long term potential because of the short term.
3/ I am considering just dipping a toe into a basket of them across the technology just to buy back my starter positions. Then I can be more picky about valuations and wait for the froth to die down.
1/ I wanted to include this as its science needs to be understood, even though, they are technically a company with indications or even public to value. I really love the application of the science.
2/ The Prime Editing comes with 3 parts and its more of a gene writer than a base editor. It has the CAS enzyme that cuts the DNA using a single strand nickase. The guide RNA is much larger, but plays 2 roles. The first half guides the CAS enzyme to the site of the edit.
1/ This company uses CRISPR CAS9 in a whole new approach. They use a CAS9 enzyme along with the guide RNA to find the right place in the Genome and do a Double Stranded Break (DSB).
2/ Then they use a second AAV6 vector to deliver a template strand of DNA that the cell can use for Homology Directed Repair (HDR). I looked at this approach, and I see so many things that could go wrong.