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.
3/ The Helical symmetry of capsids takes 1 protein and links them together into a very long string. That string is then wrapped into a helical structure like a tube.
4/ An example of a helical capsid virus is Ebola. This virus actually looks like a worm because of its helical capsid.
5/ The Icosahedral capsid is made up of triangles to form a sphere like shape. If you ever seen a 20 sided die from the D&D game, that is a perfect example of an icosahedral shape.
6/ The basic unit of the icosahedral capsid is a single viral protein often designated as Viral Protein 1 (VP1). Some viruses will use multiple proteins to form its basic triangle structure and will designate them VP1, VP2 and VP3.
7/ This small structure is the most basic building block of the icosahedral structure. When 3 of these proteins come together, they form the basic triangle of the icosahedral capsid. The single triangle is called a facet.
8/ The most basic virus is made up of only 20 facets. This is also called its T number. A T-1 virus would have 20 facets. A T-2 virus would have 40 facets and a T-3 virus would have 60 facets.
9/ Since each facet is made up of the 3 basic proteins, the T number that represents the facets gets multiplied by 3 to find out the total proteins in the capsid. For example a T-1 capsid has 20 facets with 3 proteins per facet = 60 total proteins.
10/ A T-3 capsid would have 20 x 3 facets or 60 total facets with 3 proteins to make up every facet. That would be 60 x 3 = 180 total proteins.
11/ When a capsid falls into icosahedral symmetry, it will have specific shapes if forms. There are 2 fold, 3 fold and 5 fold axes in each 20 facet capsid.
12/ As the virus capsid gets bigger into the T scale, the number of 5 fold axes increase so that the capsid goes from a basic of triangle faces to pentagon shaped faces made up of these 5 fold triangles shown below.
13/ In a large enough capsid, you will begin to see 6 fold axes of symmetry. They begin to look like the pattern on a soccer ball.
14/ The last Capsid is the Complex which is made up of both helical and icosahedral parts. The classic example of this type of virus is the bacteriophage.
15/ The head of the bacteriophage is made up of a basic icosahedral shape which is attached to a long tube that is made up of a helical structure. These do not harm humans and prey on bacteria hence their names.
16/ The Adeno Associated Virus (AAV) is a basic T-1 icosahedral capsid. Its made up of 20 facets. The most basic uses only 1 protein VP1 with 60 copies to make up the capsid. Others will use 3 different proteins with VP1, VP2 and VP3 in 20 copies of each to build the capsid.
17/ The AAV capsid is the smallest you can find. It only holds about 4,500 bases (4.5kb) of RNA or DNA genetic material.
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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.