🧵

Great clip from Voigt lab explaining technical barriers to creating *reliable* cell programs ("regulatory networks") with HUNDREDS of genes (like🦠found in nature)

$DNA has chipped away at some of these, though it can still only design reliable programs with ~5-10 genes

🧬
^Barriers $DNA has chipped away at:

Design:
•Codebase has many well-characterized parts
•Software to string 1000's of design variations together

Build:
@Gen9Bio tech for synthesizing big pieces of 🧬 ("challenging")

Test:
•Methods for debugging cell programs (reporters)
Circa 2016, Voigt lab at MIT said the limit for cell programs ("regulatory networks") in academia was ~2-4 genes

Compare this with naturally-occurring cell programs that might have hundreds of genes
$DNA mgmt has said that its cell programs are limited to calling ~5-10 "functions" (genes)

$DNA should be able to do a lot with just 5-10 functions per program: specifically, ferment many useful/novel proteins that create new value or lower COGS for customers (see Aldevron $DHR)
Full video

The challenges in academic synbio described by Voigt above are similar to the ones in industry

Why would any company (startup or mature) try to replicate the infrastructure and approach at $DNA?

That’s why the #AWS analogy isn’t such a bad one

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More from @Varro_Analytics

24 Oct
“Given all of the sensitivity about this work, it’s difficult to understand why NIH and EcoHealth have still not explained a number of irregularities with the reporting on this grant.”
- @DavidRelman, Stanford Med School

vanityfair.com/news/2021/10/n…
From Vanity Fair, of all publications:

“One distinctive segment of SARS-CoV-2’s genetic code is a furin cleavage site… That is just the feature that EcoHealth Alliance and the Wuhan Institute of Virology had proposed to engineer in the 2018 grant proposal.”
“If I applied for funding to paint Central Park purple and was denied, but then a year later we woke up to find Central Park painted purple, I’d be a prime suspect”
-Jamie Metzl, World Health Organization advisory committee on human genome editing
Read 4 tweets
11 Oct
$DNA

Discovered @alchemytoday over the weekend

He's a JHU PhD who is now a P.I. at ULisbon. Focuses on #singlecell microbiology🦠

He picked up on some *NOTABLE* details in 175 page short report released by 🦂 last week

Will curate his posts in this🧵

itqb.unl.pt/research/biolo…
On the possible psychology behind the design of the document (see formatting)

$DNA

More on the possible psychology behind the design of the document (see formatting)

$DNA

Read 20 tweets
11 Apr
DISCUSSION THREAD

Topic: $SRNGU/ $SRNG and potential Ginkgo Bioworks SPAC deal. Specifically, $20B valuation mentioned by Bloomberg

Will walk through some mkt data on chart below

Comments encouraged

#SynBio
$ZY
$AMRS $CDXS $ABCL $SYBX $PGEN
$BLI $TWST $TXG
$WUXAY $CRL $PPD
^Will preface this w list of most interesting things in $SRNGU/ $SRNG S-1

1). HUGE cash trust: $1.5B

2). Mostly entertainment experts (they SPAC'd DraftKings), but sector agnostic

3). Criteria: "High growth +FCF potential"

2). One bio link: $ALLO $KRON @Vida_Ventures @bt_prop
Let's also establish

i). Ginkgo is IP creation biz (a #synbio $TXN/ $INTC/ $AMD) housed in automated CRO (see $PPD $WUXAY $CRL) "on steroids." That gets paid in cash+ stock/royalties

ii). Biology inherently hard to scale, but part of revenue magic of Ginkgo is code reuseability
Read 23 tweets
24 Mar
S-1 thread

@Zymergen( $ZY) surprised today w $100M Initial Public Offering. JPM, GS, BOA, Cowen

Last valued $1.75B

Word counts

"biofactur-": 173
Hyaline:140
"Nature" (capital N):39
#SyntheticBiology/#SynBio:26
#MachineLearning:24
@Amyris ( $AMRS):2
@Ginkgo:0
@Intrexon (RIP):0 Image
S-1 bit.ly/31b1qhl

$13M in R&D/collab revenue in 2020

$ZY spent "5 years & $50 million" to "launch" (w/o product rev) lead product Hyaline (electronic screen film)

Early version made w chem synthesis, NOT fermentation (#synbio), but plans to ferment later (lower COGS) ImageImageImageImage
^Hyaline chem synth underscores challenge of $ZY's biz model

$ZY trying to simultaneously design/build/test organisms AND market end products

Chem synth gets products into customer hands earlier than $XON/ $AMRS, but might improve top-line focusing on design/build/test w JV's Image
Read 12 tweets

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