My 3rd #CRISPR company has to be $CRBU, even though, I count them in my cell therapies space. They are not focused on any in-vivo editing at this time. They are completely focused on cell therapies around CAR-T and NK cells.
They are using the CAS9 and CAS12 enzymes along with their own unique guide called chRDNA. This uses a combination of RNA and DNA in the guide to increase binding affinity and better editing.
Their early data this week for CAR-T was impressive. It is still very early and clearly PD-1 will not be the "be all to end all". There are a lot of challenges to allogeneic CAR-T that need to be solved.
Their second program tests the Allo Evasion edits around knock out of MHC and insert of HLA-E. This is a system of testing each edit's effects. Then they can combine the best edits later.
I still believe they will need to move to full iPSC technology later to get all the edits they need into a single cell. Many of the #CRISPR companies have not accepted iPSC yet, and I think it will cost them.
Its the only way to do many edits in a single cell and make 98% perfect clones. $CRBU also trades at just a few bucks over its cash level after that great early data. They have a top notch CEO to lead them.
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