In #JPM2023 news, $DNA Ginkgo Bioworks also presented in January 11, 2023. Jason Kelly, one of the co-founders and CEO was the one leading the presentation.
An impressive list of customers and partners, big and small. I didn't know that Moderna was one of them. Also a few "Confidential partners" in the different segments.
Emphasis on the flywheel accelerating, generating millions of data points which inform the AI/ML efforts. If you don't have a large proprietary dataset, then your AI/ML outcome will look no different than the guy next door.
"Ginkgo does not develop their own therapeutics", but enabling the customers, Ginkgo can be in any modality, such as Cell Therapy, Gene Therapy, Small molecule, Biologics, Microbiome, RNA Tx and vaccines.
Examples in Cell Therapy, with mammalian and cell engineering investments, e.g. the new facility in Boston.
Here CAR libraries with 101x101x101 modules generating millions of possibilities. Enrichment with high affinity and low affinity.
Gene Therapy, all work via partners.
Gene Editing, with a huge microbiome genome collection at Ginkgo. CRISPR-like systems in the public data (NCBI), more than 10x bigger in the Ginkgo database. "Small piece of a lot of pies" model here, CRO, Amazon AWS model, etc.
Enzymes services: turn-key service, includes a Merck deal for biocatalysts (enzymes) improvements. Structural and ML models informed by all the EC data that Ginkgo has been accumulating; better economics, better deals for partners.
Circular RNA (circRNA): acquisitions of Circularis, excited about making RNA delivery stable, dialling up expression, etc. Two methods of circularization: Catalytic introns vs hairpin ribozymes, and how they compare to polyA mRNA.
Biosecurity: Synthetic Biology is a national priority for the US. Some parallelisms with biofoundries and silicon foundries: we are already deep in the "chips war" with the Taiwan/China angle, and the US government things in similar strategic terms with biofoundries.
Also Biosecurity applications such as: look at a sequence of DNA and try to determine if it's been engineered or not. Analogy to satellites and weather forecast: same here for infectious diseases and viral surveillance.
And finally a wink at the generative AI world with asking ChatGPT what's more important: atoms or bits, and here Ginkgo is building the world of atoms (biological entities) for the future.

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Jan 13
In #JPM2023, $NAUT Nautilus Bio didn't make their slides available, but they have a slide deck from an investor meeting in December 2022. They intend to launch their Proteome Analysis Platform in Mid-2024. Image
They see a market opportunity of $25B, where 50% would be BioPharma customers, and 20% Academic and Research. Image
One of the biggest piece of news is that $NAUT Nautilus Bio recently partnered with Abcam to enhance their affinity reagent development program. Image
Read 7 tweets
Jan 13
In #JPM2023 news, $SEER also presented. They are another of the Next Generation Proteomics Sequencing players. One of their USPs is that they have an approach capable of finding different protein variants that would be undistinguishable with affinity-based approaches. Image
This includes slice variants, where the "Peptide Level" identification allows them to detect meaningful differences where other approaches are not able to. ImageImage
Since their method is based on peptides, they can go into the 1M+ elements per run, where panel-based affinity methods are limited to the thousands or maybe tens of thousands. Image
Read 4 tweets
Jan 13
In #JPM2023 news, $OLK Olink presented and showed good numbers, especially for their high-plex segment. Image
Olink believes they have <5% penetration on the mid-plex TAM Image
A growing portfolio of products, the Explore 3072 panel queries ~3,000 proteins with minimal biological sample requirements. ImageImage
Read 4 tweets
Jan 13
Their estimated TAM is $85B, which is short of the other estimate touted at JPM for Proteomics as a whole, of $130B. Image
Quanterix does Single Molecule Array Technology (SIMOA), a Digital version of the equivalent ELISA Analog assay. Being able to go as low as femtograms per millilitre is a discovery tool for Early Disease Detection. ImageImage
Read 6 tweets
Jan 13
The SomaLogic technology binds SOMAmer reagents to thousands of individual proteins. The unbound proteins are washed away, and the SOMAmers are flown into an array that measures the relative concentration of the bound proteins with a colorimetric array. Image
It can detect up to 10 logs of dynamic range and started at 55 microliters of volume sample per assay. Image
Read 8 tweets
Jan 13
They recently acquired $ISO Isoplexius, "the only single-cell platform enabling functional proteomics" (although people doing CITE-seq and co. on other single-cell technologies may differ). Image
Isoplexis recently announced their Duomic Multiomics technology, with combined ELISA Protein assyas with Multi-Omics of the kind people do with single-cells. It's available for human and mouse panels of cell types. Image
Read 7 tweets

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