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Mar 28 • 5 tweets • 1 min read
1/ I am planning some threads on cell therapies. I want to start with a history of cell therapies with Autologous CAR-T with companies like Kite, Juno and $BLUE. Get into the limitations.
2/ Then cover the transition to Allogeneic with companies like $CRSP, $ALLO, $DTIL, $ATRA, $TCRR, $CRBU. Cover the limitations and benefits over Autologous.
3/ Then I want to cover TCR therapies and how they address the unique issue of intra vs extra cellular antigens with $ADAP and $IMTX.
4/ Then I want to get into the #iPSC technology and how #CRISPR took the iPSC technology to the next level.
5/ If you any company in this space you want me to cover, just let me know.

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More from @Biotech2k1

Biotech2k Profile picture
Mar 29
A contrast in types of Cell Therapies:

This will look into the differences between cell therapies using TCR therapies and those using CAR-T. Both of these technologies have their advantages and disadvantages.
1/ A T cell receptor (TCR) therapy uses the original T cell receptor. Some of them will sort and select donor T cells looking for the correct ones that react to the antigen they desire. Other programs will edit the TCR to change its antigen of target to the one desired.
2/ All T cells work off of Human Leukocyte Antigens (HLA). This is the same antigens that govern the process of rejecting in organ transplants. When using these T cells, they have to be matched from donor to recipient.
Read 21 tweets
Biotech2k Profile picture
Mar 29
An Introduction to cell therapies:

Back in 2013 and 2014, the idea of CAR-T therapy exploded onto the scene in biotech with the public offerings of companies like $BLUE, KITE and JUNO.
1/ These companies extracted T cells from the patient, edited them to insert the CAR receptor, and put them back into the same patient. This was the first CAR-T cell therapy treatments for oncology.
2/ These companies were red hot and had massive valuations (remind you of anything else?). Then they had a few set backs with both JUNO and KITE experiencing some deaths in their trials. The stocks got wrecked.
Read 22 tweets
Biotech2k Profile picture
Mar 29
Taking a Look at $DNA:

An updated look at Ginkgo Bioworks.
1/ Management:

I haven't been in this company very long, but I think Jason Kelly is doing a great job so far. He seems to understand the responsibility of making ever dollar count as an early stage biotech company.
2/ Science:

They are engineering cells for use as factories in manufacturing. Its all about engineering life with a purpose. They are broken down into 2 parts. The first it the codebase which is all the genetic information and the clinical results of the edits they observe.
Read 10 tweets
Biotech2k Profile picture
Mar 28
My thoughts from the $DNA call. As a 25 year veteran of growth and value investing, I really liked @jrkelly attempt to frame the story.
I have always considered growth as the long term destination while value is a snapshot at a point in time.
Some companies are ahead in that journey and get over valed in the sort term while others fall behind and become undervalued.
Read 7 tweets
Biotech2k Profile picture
Mar 28
Taking a Look at #Genomics:

I am going to break this down into 2 companies that do the sequencing and data collection and 2 companies that do the equipment for the sequencing.
1/ The first company that does the sequencing and data collection is $NVTA. I think they are building a world class company across all areas of sequencing from genetic testing to fertility and even oncology.
2/ They have taken on a very risky and aggressive strategy of huge spending to lay the foundation for the future of personalized medicine. There is a lot of risk in this strategy as they have accumulated a lot of debt and have a massive cash burn.
Read 11 tweets
Biotech2k Profile picture
Mar 27
Taking a Look at #CRISPR gene editing:

This has been a space that really needed new technology after decades of older technology failing to work. The need for precise edits without off target effects still exists.
1/ The top pick here is clearly $BEAM with their base editing technology. They are using a modified CAS9 that only has 1 cutting domain. This allows them to use a deaminase to modify a single base and cut the opposite strand for repair.
2/ This technology has limitations as it can only do ABE and CBE modifications. It can't do insertions. There is still a ton of potential across hundreds of genetic disorders for this technology. They could do billions in revenues if the science works.
Read 17 tweets

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