Everyone has heard of Biotech. These are companies that develop technology around develop drugs. Its a very biology driven endeavor. Its about looking at the science, coming up with ideas and then testing them in the lab to find ones that work.
1/ Where Biotech is driven by Biology, #TechBio is driven by technology. Its about using tools like Computer Aided Design, Computer Modeling, Artificial Intelligence #AI, and Machine Learning #ML to design drugs. Its a technology first type of drug design.
2/ I have heard of it referred to as the Bionic Scientist. I love that concept as it truly represents what TechBio is all about. Its about using tools of technology to enable Scientists to better develop drugs. Lets look at the statistics of drug development.
3/ The cost of high drug prices comes from the high failure rates in drug discovery. Even before a drug reaches a clinical trial. It goes through many iterations in the lab. They design a drug and test it. They have to tweak it over and over again to get it work as they desire.
4/ This alone is labor and cost intensive. Then it gets into a clinical trial. The statistics show that 90% of all drugs that enter Phase 1 fail to make it to commercial. There is a massive cost of failure in drug development. It can cost upward of $1 billion to develop a drug.
5/ The concept of deploying Technology in Biotechnology is to reduce the rates of failure and improve the cost of drug development. Artificial Intelligence can collect the vast knowledge of human science.
6/ They can collect all the published science, all the genomics data, all the clinical data, and even all the patient data. It can search this data in ways we might not even think of. We can collect vast volumes of new data with #automation and #AI.
7/ We can build super data bases by knocking out every gene in a robotics lab and record all the reactions into a super computer. We can collect that data and make correlations between things that scientists never thought of before.
8/ We can take models of data and build large data sets. We can use them to train Machine Learning Algorithms to take those large data sets and use them as training data so it can take in new information and apply that learning.
9/ This machine learning can allow scientists to screen thousands of potential molecules for the ones that meet the best pharmacodynamics and pharmacokinetics for what they want to target. Here are some examples.
10/ $RLAY uses physics based modeling of proteins and enzymes using computer aided design. They use this to train machine learning algos to how these proteins fold and move.
11/ The machine learning can screen through thousands of potential drugs and pick the exact few that meets the requirements the scientist wants. The scientist here still come up with the basic biology to find a protein to target.
12/ The technology allows them to quickly screen thousands of candidates to find a few worth moving into the clinic for testing. This will speed up the time to development while reducing the cost. This prevents moving molecules to the lab that would have failed.
13/ $EXAI uses Artificial Intelligence to collect all the possible information from literature, scientific publications, genomics and clinical data. It feeds all this information into the computer and uses that to look for new targets for drug development.
14/ The #AI can often find or make linkages in the data that the human brain might miss. This empowers scientists with new ideas for developing drugs.
16/ $RXRX uses automation and robotics to do millions of experiment per week. They use #CRISPR to knock out genes in cells 1 gene at a time. They record all the phenotypic changes in the supercomputer.
17/ Then the #AI and #ML can look at all this collected data and make conclusions about new potential drugs.
These are just some of the many examples of how technology like Computer modeling, Artificial Intelligence and Machine Learning can have on drug development.
18/ The ultimate goal isn't to replace the scientist but to empower the scientists with technology to develop drugs faster, cheaper and with higher levels of success to reduce costs to both companies and patients.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Synthetic Biology requires many sciences. Its about taking a cell, whether it be a yeast cell, a bacteria or a human cell, and reprogramming it to create life with completely new functions.
1/ With synthetic biology, we treat the DNA as if it were the software that runs a cell. If we rewrite that program, we can make the cell do anything we want. It requires vast knowledge of how DNA works and how cells signal and respond to signals from the environment.
2/ This treats the Cell signaling like the inputs or outputs on your phone. You input data by typing on the keyboard. You get outputs from Youtube when you play a video. In the same way, we can recode the DNA of cell to respond to and output the signals we want.
There is no 10K yet for $TWST. Annual reports usually take a while. While we wait lets look at the company. They do $104 million in SynBio and about $104 million in NGS. These program continue to grow. They are the cash cows that pay the bills. They are very profitable.
Now $TWST is investing that money in developing the future with Biopharma and DNA storage. I skip the investments in DNA storage as I don't know if or how well it will work. I do know Biopharma as a long time biotech investor. So lets look at that.
They started Biopharma in 2019 to use their expertise in sequencing DNA and Bioinformatics to help companies design and develop antibodies. The antibody space is a $100 billion Total Addressable market.
I am going to build this thread as I go. There are not a lot of companies in the Synthetic Biology space yet. It is good to get up to date with them before new ones come into the space.
1/ Gingko Bioworks $DNA
I think this is the top Synthetic Biology company working on 2 platforms. The first is #Biosercurity. This was born form the Covid pandemic and is one of the most important issues of our time.
2/ The Covid pandemic has shown us how woefully unprepared we are for the next pandemic. We live in the age where anyone can create a bioweapon that could wipe out half the world. Biosecurity is the biggest new area of national defense.
I am going to build this thread going through the private CRISPR companies. This includes the few that I do know and like. I know there are more out there. I will add them as I discover them and take time to look over their science.
1/ Mammoth Biosciences
This is my top pick of the private companies should they go public. I think they are gearing up for an IPO. The success of the $PRME IPO might bring them to the market quicker.
2/ They have 2 platforms based off CRISPR technology. The first uses CAS enzymes for DNA or RNA as a Diagnostic tool. They take the guide RNA for the sequence they wish to find. They include a reporter strand that matches the DNA sequence they want to find.
I am going to build this thread all day as I go through all the public CRISPR companies. Make sure you keep up with it as I add each company as the day goes along.
1/ CRISPR Therapeutics $CRSP
This is a Swiss-American company based in Switzerland and R&D in Cambridge US. They are the most developed company with their first therapy exa-cel submitted for FDA approval. This is for Sickle Cell disease.
2/ The company trades at about $4 billion valuation. They have just under $2 billion cash. The burn rate is over $700 million per year. That is an excessive amount of cash burn. I don't see how they sustain that even with commercial sales starting later next year.
This will be my master thread for all my Hematology Threads. This will include all about Red Blood cells, Platelets, Coagulation, White Blood Cells and even the diseases and cancer that stem from the blood.