This will be a look at the underlying technology of base editing. I plan another guide for the science and maybe another for the corporate.
1/ They are using base editing technology. This takes the CRISPR CAS9 enzyme along with the guide RNA attached to a deaminase enzyme to make a modification to a single base of the DNA.
2/ The guide RNA looks for a photospacer sequence in the DNA. That is just a matching sequence of DNA that matches the guide RNA. Next to the photospacer sequence will the the Photospacer adjacent motif (PAM).
3/ Once the guide RNA is lined up with the phtotospacer, the demainase will react with the correct bases inside the 4 to 5 base pair editing window. If more then one A or C appear in the editing window, the deaminase can't determine one from the other.
4/ It will change one of them randomly. This can end up with what is called by-stander edits. They have to screen these possible by-stander edits to ensure they won't cause any problems.
5/ Base editing comes in two forms. There is the Adenine Base Editor (ABE) that removes the amino group from the A base and its read as an inosine that gets read as a G.
6/ The other base editor called the Cytosine Base Editor (CBE) that removes the amino group from the C which is read as a Uracil.
7/ There is an enzyme responsible for finding and repairing deamination events. This enzyme is called Uracil DNA Glycosylase (UNG). To get around this they must include a Uracil Glyclosylase Inhibitor (UGI).
8/ Once the base is modified, the nickase of the CAS enzyme cuts the opposite strand so that base pair miss match will get corrected using the edited strand as the template.
9/ The benefits of base editing is it gets away form double stranded breaks and None Homologous End Joining which is a very inaccurate repair mechanism.
10/ This prevents the possibility of Insertion or Deletions (Indels) of any extra bases. These can cause frame shifts which will lead to a mutation of the protein for that gene.
11/ Base editing is capable of base modification and correction. Its capable of gene silencing and activation. Its not capable of gene insertion which is its limitation.
12/ To ensure the broadest use of their base editing technology, they are embracing the use of a wide range of delivery methods. This includes electroporation for ex-vivo delivery, LNP for non viral delivery and AAV vectors for delivery into the eye and CNS.
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This company is all about what we do with that genetic data after we got it.
1/ The sequencing companies make the machines to actually sequence the DNA or RNA. $NVTA is about taking that genetic data and translating it into something that can be used my medical professionals to treat patients.
2/ This is about using automation, software and a database to use the genetic data acquired by the sequencing. I call this the Genomics Application company.
They are building the best long and short read company in sequencing.
1/ They already have the long read sequencing with the SMRT technology. They have an install base of 326 instillations as of Q3. That has a lot of potential to grow. Half their revenues comes from the selling of the consumables that goes into running those devices.
2/ As the Base grows, this becomes like the Apple model with and ecosystem. They buy the device and then you earn revenue off the use of that device.
Digging into how Single Molecule, Real Time (SMRT) technology.
1/ The SMRT technology takes advantage of DNA synthesis. To understand it, we must do a brief review of DNA synthesis. When DNA gets copied, a single strand of DNA gets copied by the DNA polymerase enzyme.
2/ The nucleotides are picked up by the DNA polymerase and incorporated into the new strand of DNA that is being built that is an exact opposite copy of the template strand.
Taking a look at the use of CRISPR CAS9 use in ex-vivo cell therapies.
1/ $CRSP is using the same CRISPR/CAS9 system as $NTLA. This is made up of the CAS9 enzyme which has 2 nuclease domains that do the cutting of the DNA into a Double Stranded Break. It also includes a guide RNA for searching the DNA for the correct site.
2/ The biggest danger of the CAS9 enzyme is that cuts both strands of the DNA at the same location. Without the use of a template strand, this will trigger Non Homologous End Joining which is a very inaccurate process.
Taking a look the science behind CRISPR CAS9 and in-vivo liver editing.
1/ $NTLA is using the CRISPR/CAS9 system. This is made up of the CAS9 enzyme which has 2 nuclease domains that do the cutting of the DNA into a Double Stranded Break. It also includes a guide RNA for searching the DNA for the correct site.
2/ The biggest danger of the CAS9 enzyme is that cuts both strands of the DNA at the same location. Without the use of a template strand, this will trigger Non Homologous End Joining which is a very inaccurate process.
Taking a look at the preclinical data for their programs so far.
1/ They have two main programs around correcting Sickle Cell disease. Their first program BEAM-101 is doing a simple gene knockout on the gene that suppresses Fetal Hemoglobin expression causing the reactivation of the Fetal Hb gene.
2/ Their second program uses base editing to change the defective base in the Sickling Hemoglobin to a Makassar that works normally.