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?
3/ They start by taking any cell. They mix it with a combination of transcription factors like Klf4, Sox2, Oct4 and Myc. This will take those cells back into a stem cell.
4/ Its believed this is done by unpackaging the DNA which has been turned off as the cells specialize during development. The colonies of these iPSC cells can then be developed into new cell lines using a combination of cytokines and DNA editing.
5/ The DNA of the cell is its programming. Just like with any computer, if you reprogram the DNA with editing, you change the cells behavior. Studies have shown that transplanting 1 cells DNA into another cell with cause the new cell to assume the behavior of the original cell.
6/ This showed us that DNA is the master programming for any cell. If we change that program with gene editing, we can create any cell with any behavior we wish.
7/ In my threads on T cells, I explained how a T cell could develop millions of random receptors by randomly selecting from a set of genes called Variable, Diversity, and Junctional. This creates the random T cell receptor.
8/ But what if we took out all those genes for the TCR using CRISPR editing and replaced them with just one CAR receptor? We could use cytokines to develop those stem cells down that pathway of T cell lineage.
9/ Once you have a stem cell with all the edits you desire to the DNA, you can create a master bank of those stem cells. This creates a renewable resource of cells that can be used to develop cell therapies.
10/ There are a lot of benefits for using iPSC manufacturing for cell therapies. The first is their consistency to create high quality cells at a low cost.
11/ The second is expansion of the T cells. Each T cell can replicate about 50 times before they run into the Hayflick limit. Since you have to have room in the body for them to expand to respond, you can only expand them so far in the lab.
12/ Taking the T cells from a donor and editing them after they are fully grown T cells will end up with about 60% to 70% having all the desired edits when you do multiple edits like insertion of a CAR into the T cell locus, PD-1 knockout, HLA-E insertion into the MHC I locus.
13/ With iPSC every cell is an identical copy of the DNA that is editing during the stem cell phase. They might end up with 1 in every 1,000 stem cell that has every edit they want, but they can collect those specific stem cells and build a master bank.
14/ That master bank can go on and make 15,000 doses per year at a cost of less than $2,000 per.
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1/ The capsid is a strong protein structure that encloses and protects the viral genome. The most basic viruses will use a single protein produced many times to build the capsid. The more complex viruses will use multiple proteins to build their capsid structure.
2/ The basic structure of the viral capsid comes in 3 basic designs. They are Icosahedral, Helical and Complex.
1/ There are over 21 families of viruses. Each of these families will have many strains of viruses within them. Just the Herpes virus has 8 different strains within its family. Others like Flavivirus has strains like Dengue, Zika, West Nile and Yellow Fever.
2/ Other then classifying viruses by their family, we can classify them by their genetic makeup. There are 7 different classes of viral genomes. They are classified using the Baltimore scale shown below.
Pathways 20% max
Synthetic Lethality 15% max
CRISPR 15% max
Protein Degraders 15% max
Cell Therapies 15% max
Delivery 15% max
Max 95% with 5% cash
I think come out to a good diversification. It would never get that low on cash as I plan a few transitions. I am splitting up Pathways and Synthetic Lethality which is kind of a judgement call since they highly overlap.
Pathways:
1 $BPMC max 5% = 3.3% 2. $TPTX max 5% = 3.3% 3. $RVMD max 3% = 2% 4. $ERAS max 3% = .67% 5. $RLAY max 3% = 2%
Max 19%
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/ 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.