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Biotech2k

6 Nov, 8 tweets, 1 min read

Looking at Genomics and Synthetic Biology:

This one space I got interested in lately. I had been in the classic genetics space with since the early gene therapy companies like Spark. Recently, I got interested in expanding my coverage of the space.

I created 2 categories for CRISP which is my favorite gene editing technology. Then I created a second category for my other Genomics and synthetic biology companies. Now I get these categories are a bit wrong.

Genomics includes the Structure, Function, Regulation, and Sequencing of the Genome. That would include:

Gene Therapy
Gene Editing
RNA technologies
Epigenetics
Sequencing

That leaves my Synthetic Biology companies out in the cold. What I might do is pull my $PACB and $NVTA into a new Genomics category along with any CRISPR names I might end up owning.

Then I could spin off my Synthetic Biology companies of $TWST and $AMRS into that new category. I have been finding new names in that space that aren't the epic bubble $DNA like $CDXS that I could put into that space.

I have been trying to get my science themes lined up before next year closing out all my old ones I didn't think were working anymore like Antibodies and Delivery. Now I am looking at adjusted to:

AI Based Drug Discovery
Onco-Pathways
Targeted Protein Degraders
Induced Pluripotent Stem Cells
Synthetic Biology
Genomics

Always open to suggestions and ideas. I think this would just make my categories more clear.

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More from @Biotech2k1

Biotech2k

@Biotech2k1

6 Nov

Looking at $RLAY and PI3Ka:

PI3K alpha is the most commonly mutated diver of cancer of all the PI3 kinases. The problem is there has been no way to target the mutations without targeting wildtype PI3Ka.

This reminds us of the huge opportunity that learning to target KRAS was. Many companies settle for targeting PI3K delta or gamma as its only expressed in Lymphocytes like B and T cells, but targeting PI3Ka affects all cells of the body.

Attempts to target PI3Ka has led to a ton of glucose dysregulation, but now $RLAY has shown potential to target PI3Ka mutations.

Read 5 tweets

Biotech2k

@Biotech2k1

5 Nov

Portfolio Update:

It looks like this week is over and I made a lot of progress toward shifting my science categories around for next year based on my 6 major science themes.

AI Based Drug Development:

$SDGR 2.76%
$RLAY 2.76%
$RXRX 0.69% *New
$EXAI 0.69% *New

Onco-Pathways:

$BPMC 3.44%
$TPTX 5.51%
$RVMD 2.76%
$ERAS 2.76%

Read 7 tweets

Biotech2k

@Biotech2k1

5 Oct

My game plan updated:

I am still into the buy the dips and sell every rip. I think the collapse in the bubbles in the biotech space are just getting started.

Pathways:

$BPMC 3.36% core position
$TPTX 3.36% core position
$RVMD 2.02% expendable into any big rally
$ERAS 1.34% expendable into any big rally
$RLAY 2.02% expendable into any big rally

Synthetic Lethality:

$MRTX 3.36% core position
$SDGR 2.02% working to pay off core position
$RPTX 2.69% working to pay off core position

Read 7 tweets

Biotech2k

@Biotech2k1

4 Oct

Profiling $CABA:

I have been in this company for about 8 months now. I think the management is good, but way too early to tell. They are my small cap high risk play.

1/ They are using CAAR-T to target autoimmune disorders. They use a CAAR receptor that encodes a self antigen that drives auto immune disease. The concept is the self reactive B cells should target binding to the CAAR receptor and the T cell would kill them.

2/ Based on the really low level of memory B cells in the body, it could be very difficult to clear them out. Its a high risk play, but if it works, it could be a huge opportunity.

Read 5 tweets

Biotech2k

@Biotech2k1

4 Oct

Profiling $TIL:

This is a newer company that just went off its lock up period. I don't know the management that well, but it can't be any worse than the disastrous $IOVA. That company is completely broken.

1/ They are working on Tumor Infiltrating Lymphocytes (TIL). This is the most successful use of TCR therapies in solid tumors. This starts with removing a met or doing a biopsy of the tumor. It takes that tumor and breaks it down to get all the antigens for that specific patient.

2/ Those tumor antigens are introduced to the patient's own T cells in the lab to activate them toward those antigens. Those T cells are then put back into the patient with PD1 to target and kill all tumor cells and mets.

Read 7 tweets

Biotech2k

@Biotech2k1

4 Oct

Profiling $CRBU:

This is a new IPO and they are still within the lock up period until late January. I have followed them as a private company at the ARM conferences as part of my overall CRISPR research for years.

1/ I can safely say I feel this is a good management team at this early stage of the game. They are the original CRISPR company holding all the original patents. They also pioneered new technology with chRDNA.

2/ I classify them as cell therapies because that is where their focus is. They have 3 allogeneic CAR-T programs in development while building an iPSC manufacturing for iNK and iT cells.

Read 9 tweets

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