Biotech2k Profile picture
Feb 4 14 tweets 2 min read
1/ Looking at Hypoimmune from $SANA

This is the data release from the NHP data.
2/ First demonstration of the survival of allogeneic iPSCs transplanted into an immunocompetent non-human primate model without the need for immune suppression
3/ Transplanting allogeneic cells into a primate without immune suppression represents a key step toward widespread treatment of disease using engineered cells
4/ “These findings represent a major breakthrough in cell transplantation, as demonstration of immune evasion and durable cell survival in non-human primates with a healthy immune system has not been achieved before,” said Steve Harr, Sana’s President and Chief Executive Officer
5/ “Since the debut of organ, tissue, and cellular transplantation, immune rejection of allogeneic transplants has been a significant challenge preventing widespread utilization of these therapies.
6/ Our team has now shown the potential of these gene-modified cells in multiple animal models, and the next step is to apply this technology in humans in several therapeutic contexts, with our first investigational new drug (IND) application as early as next year.”
7/ In this study, allogeneic iPSCs were transplanted intramuscularly into healthy NHPs without immunosuppression (n=8), split into two cohorts. The first cohort received unmodified allogeneic iPSCs, while the second cohort received HIP-modified allogeneic iPSCs.
8/ The unmodified cells disappeared rapidly in all NHPs, with significant T cell activation and antibody production. The HIP-modified iPSCs survived in all four monkeys for the duration of the study (up to four months at data lock),
9/ and there was no evidence of a systemic immune response, including no T cell activation, antibody production, or NK cell activity (p<0.007 comparing cell survival, p<0.0001 comparing T cell activation and antibody production).
10/ Six weeks after the initial dose, the dosing was reversed, or crossed over, so that the NHPs received the opposite type of cells in another site in the body.
11/ Unmodified iPSCs again evoked a rapid systemic immune response in all NHPs, with activation of T cells and antibody production, and disappeared within days.
12/ Importantly, HIP-modified cells continued to survive in another site in the body, despite the immune response against unmodified cells. Separately, HIP-modified iPSCs were transplanted into the four NHPs that had previous T cell and antibody responses to unmodified cells.
13/ In these animals, there was no evidence of immune response and the HIP modified cells again survived through the end of the study (p<0.006 comparing cell survival, p<0.0001 comparing T cell activation and antibody production).
14/ These data, showing survival for HIP-modified iPSCs despite either an ongoing or pre-existing immune response, suggest the potential to use HIP-modified cells in patients with auto-immune disorders and to re-administer HIP-modified cells.

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More from @Biotech2k1

Feb 4
1/ Looking at Hypoimmune from $SANA

This is from the 10K and not my original work.
2/ Designing Hypoimmune Cells
Our goal is to create a universal cell that is able to evade immune detection, regardless of cell type or transplant location.
3/ Our first-generation
technology, which is progressing through late-stage animal confirmatory studies, combines the three gene modifications below to hide these cells from
the host immune system:
Read 12 tweets
Feb 4
1/ Looking at Fusogen:

This is right from the 10K so Its not my original work, but I don't think I could say it any better.
2/ Background on Fusogens:

Fusogens are a well-studied class of naturally occurring proteins that mediate the trillions of cell-to-cell and intracellular fusion events occurring
in the human body every second.
3/ In 2013, the Nobel Prize in Physiology or Medicine was awarded for the elucidation of the roles of fusogens in
mediating intracellular trafficking in nature. First, fusogens enable recognition of a specific target membrane.
Read 23 tweets
Feb 4
Hidden Gems:

I think $SANA is one of the most hidden gems of all. They have 2 technology platforms with Fusogen and iPSC. Both of these programs could make them one of the biggest potential success stories off all time.
The Fusogen is a delivery vector for in-vivo editing with a much larger carrying capacity. They are targeting in-vivo editing of CAR-T cells. Imagine creating the Autologous CAR-T cells right inside the patient. The amount of cost and time that could be saved.
They can also target the liver and stem cells with this vector for delivery. I think we could see them do in-vivo stem cell corrections like for SCD in the coming years.
Read 7 tweets
Feb 3
Right now, It is all about the inflation equation. The companies making money right now are trading at bubbly valuations because no one wants to bet on growth companies that promise to make billions 10 years from now. They fear inflation will destroy that promise of growth. $XBI.
As soon as inflation peaks, you will see the rotation begin to move back to growth as value is a bubble. Probably worse then growth was last year. The problem here is the market is sticking with value as it seems the Fed is moving too slowly on getting inflation under control.
This gives you time to sell value, raise cash and slowly nibble away at those growth names while everyone else is scared and hiding in value. I honestly don't know how long it will take to see inflation abate and the switch to flip, but I am willing to buy now and wait.
Read 4 tweets
Feb 2
Look at the top #CellTherapies.

This is the space that is taking on using stem cells to develop therapies to target diseases.
The cell therapy space is vast, but its my opinion that many of these companies are not even close to being in the right place for the future. Many companies are harvesting cells and editing them. That is just slow and costly.
The future of this space will be to grow trillions of these cells from iPSC cells. This technology offers low cost, high doses and perfect consistency. My top 3 names in this space will be $SANA, $FATE, and $IPSC but I think I will also add is $CRSP.
Read 9 tweets
Feb 2
Top Tech in Biotech names.

Looking at top 3 companies using #AI, #ML, #Automation, #DeepLearning and #CAD in biotech drug discovery.
This is one space where I have a very hard time picking a favorite out of my top 3 of $SDGR, $RXRX and $EXAI. Each of these companies is using technology in a very powerful way to drive drug discovery.
It can take many years and over $1 billion in cost to developing a drug as 90% of new science fails to reach commercial. That is due to most of biotech being trial and error. By using technology, we can lower the cost and improve the chances of success.
Read 9 tweets

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