Thread by @Biotech2k1

The top science themes in the $XBI and the companies to follow.

#AI/#ML based Drug Discovery
#ProteinDegraders
#iPSC
#SyntheticBiology
#PersonalizedMedicine
#Sequening
#CRISPR

Under #AI/#ML based Drug Discovery

$SDGR, $RXRX, $RLAY, $EXAI and $ABCL

All are using AI, ML, automation and/or deep learning to drive drug discovery to lower costs and improve success.

Under #ProteinDegraders

$ARVN, $KYMR, $CCCC and $GLUE

All are using targeted protein degradation to target old and new targets. Could be far safer then TKI and other approaches.

Under #iPSC

$FATE, $SANA, $IPSC and $CRBU

All are using iPSC cells to develop new immune therapies around NK and T cells for cancer. Some like $SANA are driving regen medicine with Heart, Liver and CNS cells.

Under #SyntheticBiology

$DNA, $TWST, $AMRS, $CDXS and $BLI

All are developing synthetic biology or tools for synthetic biology. This could be the new manufacturing of the future.

Under #PersonalizedMedicine

$NVTA and $EXAI

These companies are using genomics data to drive personalized medicine based on each patients genetic data. This can dramatically improve outcomes.

Under #Sequencing

$PACB and $ONTTF

These companies are driving the technology toward longer and better accuracy reads of DNA and RNA. Someday we might be able to do a whole genome cheaply.

Under #CRISPR

$BEAM, $NTLA, $CRSP #PrimeMedicine

These companies are diving gene editing technology to genetic diseases. There are thousands of potential disease that could be addressed with gene editing.

Under #CRISPR

#MammothBiosciences and #SherlockBiosciences

These companies are using CRISPR technology to drive new diagnostic tools.