1/ In the first 2 threads we looked at the viral genome and the protein capsid. There are 2 other major structural components of the virus with the binding proteins and a membrane.
2/ All viruses come with proteins that project from their surface. These are ligands that bind to specific receptors on cells to gain entry. These proteins give the virus its tropism.
3/ The concept of tropism means a virus will only be able to infect cells of tissues that display the receptor for the proteins it has on its surface. Each virus will have different proteins on its surface which will make it able to infect specific tissues.
4/ The influenza virus has a protein called Hemagglutinin which binds to the Sialic Acid receptor in the upper and lower respiratory tract. This gives influenza tropism for the respiratory tract.
5/ The HIV virus has a protein called the glycoprotein that binds to CD4 on helper T cells and Dendritic cells to make entry. It also uses a co-receptor of the T cell with CCR5 or CXCR5 to bind. This gives HIV tropism for Helper T cells.
4/ The Hepatitis B virus (HBV) has 3 proteins on its surface with an L, M and S protein. The HBV virus will make binding to the heparin sulfate receptor with one protein then use others to make binding to the NTCP and EFGR receptors.
5/ This gives Hepatitis B tropism to the liver.
6/ For a cell to become infected with a virus, it must be susceptible and permissible for infection. Susceptible means that cell has the receptor for that virus to make entry. Permissible means that cell is capable of allowing the virus to replicate inside.
7/ Susceptible is the idea of tropism, but permissible is a factor of the cell itself. Not every cell will be able to allow viral replication. This can often be related to cellular host defenses like Interferons and the Antiviral state.
8/ The last part of the virus is the membrane. Not every virus will have a membrane. When the virus only has a protein shell, we call it a capsid. When the virus has a membrane, we call it a nucleocapsid. We call a virus with a membrane and enveloped virus.
9/ When a virus has no membrane the protein structure is very strong. This makes these viruses very hardy. They can survive on surfaces for long periods of time. They can also survive the low Ph of the stomach.
10/ All enteroviruses are this kind of structure. They make up one of the many families that cause Gastroenteritis. Another is the Norovirus which is commonly called the Cruise ship virus. This baby is even resistant to hand sanitizers. Always wash your hands before eating.
11/ The membrane gives viruses benefits. It makes them slippery so they are harder to target by host immunity. They have lipid membranes which helps them blend in with the cells of the host.
12/ The membrane makes them less hardy outside the body. They don't live as long before they dry out. They also don't survive the Ph of the stomach. The Corona virus is an example of an enveloped virus.
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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.