Professor Oak Profile picture
May 7 26 tweets 5 min read Twitter logo Read on Twitter
Long thread Sunday. I’m not able to make the trip to LA for #ASGCT23, but that didn’t stop me from combing through 1,700 abstracts to bring you just as many tweets on the highlights. Some key themes and tidbits once again (1/26)
Before we dig in, a refresher on the themes I called out last year, as many are still relevant and highly represented this year. I’ll try to focus on new areas (2/26)

#1: Delivery (1/2) - to no one’s surprise, delivery remains a core theme. I flagged the saturation of novel AAV capsid abstracts last year, and 2023 is no different, but it also includes a broader and more diverse set of technologies than ever before (3/26)
#1: Delivery (2/2) - Big year for RNPs [29, 228, 319, 1687], Ultrasound / Electroporation [25, 31, 875, 1301, 1553], mAb-Conjugated AAVs [ $REGN - 42, 468, $RGNX - 447] Kidney Tropism [331, 450, 1546, 1684], and of course a plethora of abstracts on extra-hepatic LNPs (4/26)
#2: Editing Toolbox (1/2) - if you follow the literature closely, you know that there has been an Cambrian Explosion of new gene editing modalities in the past few years, many of which will be on display (5/26)
#2: Editing Toolbox (2/2) - beyond the stalwarts, some intg. presentations on CASTs (338, 1429), Recombinases (520), FiCAT (814), Epigenetic Editing (155), BE for Transversions (257), non-Cas9 variants of BE / PE (256, 1346), dCas9-SSAP fusions (261), and LT-CRISPR (1387) (6/26)
#3: Pharma Presence (1/3) - encouraging to see an increasingly large presence from pharma at ASGCT. By my count, there are >20 presentations from ~7 global pharmas - no doubt that select players have made investing in CGTx a priority. Some of the standouts: (7/26)
#3: Pharma Presence (2/3) - (1) $REGN mAb-conj. AAV platform for muscle (CACNG1) & CNS (TfR1) tropism; (2) color on several late-stage efforts from $SNY, incl. NHP data for AAV programs - vectorized DMPK KD [1042], MLD [1071] - as well as a $GBIO F8 ceDNA comp [966] (8/26)
#3: Pharma Presence (3/3) - (3) $AZN investing in gene editing - presenting on a novel Type II nuclease [526], small molecules to enhance HDR efficiency [334], and replication-competent AAV episomes (cool!) [1360] (9/26)
#4: In Utero Medicine (1/2) - continuing its momentum with several presentations spanning neurodevelopmental, pulmonary, and epidermal disorders, including NHP data in some cases [38, 438, 842, 873, 1382] (10/26)
#4: In Utero Medicine (2/2) - I’ve tweeted extensively on this, so I won’t rehash it here, but in utero intervention could be transformational for many rapidly progressing diseases - much to be de-risked, but the long-term potential for patients is significant (11/26)
Moving beyond themes over to notable individual presentations, corporate or otherwise: (12/26)
A few intg. ophtho datasets. Success for $APLS & $ISEE naturally breeds ‘one-and-done’ competition - $RGNX [364] and $ADVM [976] presenting in-house anti-C5 and CFI AAV constructs, respectively. Anyone think GTx for GA will go any differently than it has for wet AMD? (13/26)
Meanwhile, $BEAM presenting initial AAV BE data in NHPs for Stargardt [308], a 1st dataset of its kind. Achieve editing efficiencies of ~50% in cones, ~25% in rods, ~70% in RPE cells, but unclear how these are calculated (within the bleb, extrapolation of bleb, etc.) (14/26)
In DMD, an encouraging case report from Columbus Children’s vectorized exon skipping program [802]. Latest patient, dosed much earlier (in infancy), showed significantly better results (recall, the first two patients showed very low levels of skipping / dystrophin)... (15/26)
...This patient, OTOH, showed 99% exon skipping, 95% dystrophin+ fibers, and 88% dystrophin vs. WT on biopsy. Really remarkable, and probably supports the case for AAV treatment as early as possible in DMD, irrespective of mechanism (16/26)
Also in AAV land, 1st pres on an IgM cleaving enzyme to enable AAV re-dosing [210]. Work on IgG degraders previously received a lot attention; Asokan lab show the disc. of an IgM degrader & feasibility of combining the two for more robust amelioration of anti-AAV immunity (17/26)
Similarly, 2 pres from $SNY & $RHHBY evaluating kinase inhibitors, IRAK4 [725] & Src [1693], resp., for prevention of AAV immunity, with promising results. A lot going on in this space - combining new learnings usher a future in which AAV doesn’t have to be ‘one-and-done’ (18/26)
On the Cell Therapy side, a presentation from Novartis showing KO of endogenous TCR is deleterious to CAR-T function [269]; corroborates some academic work that was released previously - potentially why $NVS has never invested in allogeneic? (19/26)
Meanwhile, a new approach to immune evasion for allogeneic cell therapies from Michel Sadelain [221]; leveraging the biology of viral proteins from HIV, CMV, EBV, and KSV for immune evasion... (20/26)
...all showed various levels of MHC Class 1 downregulation, but NEF from HIV seems to have emerged as the winner via a pleiotropic mechanism spanning MHC downregulation AND attenuation of T cell function. Wonder what the theoretical safety risks of this might be (21/26)
Moving to HSCs, $GRPH is presenting on “Molecular Dynamics of Genome Editing with CRISPR/Cas9 and rAAV6 in Human HSPCs” [515] - potentially some incremental data on the drivers of pancytopenia? (22/26)
Similarly, an interesting study from SR Tiget looking at cellular toxicity of BE and PE in HSCs [98]; BE induced p53, had some LT engraftment disadvantages, and had some DSBs / large deletions / insertions (less than Cas9 in all cases)... (23/26)
...PE similarly had unintended outcomes and induced p53 (less than Cas9; comparison to BE not quantified), as well as a few unique transcripts (likely related to RT sensing), but did not show any detrimental impact on engraftment in serial transplant experiments (24/26)
Finally, much progress in B Cells. Be Bio seems to have robustly solved editing (60% HDR efficiency [119]). Also eye catching was [575], showing xenograft efficacy of B cells eng. to secrete CD19 & CD33 TCEs - translational relevance debatable; cool factor indisputable (25/26)
Okay, that’s all from me. Wish I could make it in person, but looking forward to watching from afar, nonetheless. Let me know what I missed! (26/26)

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Professor Oak

Professor Oak Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Prof_Oak_

Mar 26
Some Sunday musings on RT-PCR vs. ddPCR for exon skipping quantification in DMD, which has been a consistent debate over the years

Updates from $PEPG at MDA last week demonstrate the perils of RT-PCR, and call into question PGN-EDO51's differentiation vs. $SRPT's SRP-5051 (1/10)
$PEPG's S-1 is essentially a hit piece on $SRPT, presenting multiple head-to-head data cuts for PGN-EDO51 vs. R6G-PMO, an SRP-5051 analogue

After single 30mg/kg dose, achieved >40% exon skipping *as measured by RT-PCR*

Looks pretty impressive, potl. best-in-class (2/10)
$PEPG's subsequent SAD HV data, however, showed only 2% exon skipping at 15mg/kg *as measured by ddPCR*

Raised some Q's, but enough translatability nuance to let it slide, & stock performed nicely b/c the data were seen as 10x better than SRP-5051 HV data at similar dose (3/10)
Read 10 tweets
Mar 25
Recent Keystone pres from Epic Bio was intg. Epic is a @stanleyqilab spinout focused on epigenetic editing. Launched in '22 w/ $55M A

2 key aspects from Keystone:
(1) Novel effectors for fusion protein-based activation systems
(2) POC for *durable* "CRISPR-ON" activity in vitro
(1) HTS of 45K effectors identified series of human/viral activators. DL used to identify and engineer minimally functional 'core' motifs. Resulting variants are on avg. smaller with similar or better function in vitro across a panel of genes vs. previously reported activators Image
(2) These variants outperform field-standard VPR following transient delivery in vitro, though there is clear variability across loci & duration is still relatively short. To contrast w/ epigenetic silencing, Chroma pubs show durable silencing through 450 cell divisions over 15M ImageImage
Read 8 tweets
Sep 27, 2022
Should get $ABEO Phase 3 RDEB data in the next couple of weeks. Stock is down >90% in the last year, trading at <$25M FD market cap, a fraction of the potential value of a PRV if EB-101 is approvable. Interesting set up? Let’s take a closer look (1/18)
VIITAL is a controlled study in which patients serve as their own control. We know from 2Q22 ERN that 43 wounds with a mean body SA of 156cm^2 were treated across 11 patients. Per FDA requirements, the trial has co-primaries of (1) wound healing and (2) pain reduction (2/18) Image
The former is straightforward. Wound healing defined as proportion of sites that achieve ≥50% closure from BL. Ph 1/2 showed strong efficacy / durability on this measure with BL characteristics that are comparable to Ph 3 (e.g., avg. SA >130 cm^2, wounds open for years) (3/18) Image
Read 18 tweets
Nov 29, 2021
Interrupting the #Omicron coverage flooding your feed for some under-the-radar ASH abstracts to which I'm looking forward. Collectively, these aren't the "stock moving" headliners that will get broader attention, but are sleepers with important & far-reaching implications (1/24)
In the non-viral delivery world, first HSC-tropic LNP data in NHPs from $BEAM, showing up to ~19% "transduction" at doses up to 1mg/kg. Recall, we've seen directionally similar efficacy data from $NTLA, but doses were not disclosed (2/24)

ash.confex.com/ash/2021/webpr…
Bone marrow is likely the next frontier for LNPs, and is looking increasingly tractable with cell-selective activity afforded by lineage-specific gene expression (eg BCL11a). Potency needs to improve, but BM-directed LNP could truly be an end-game of sorts for SCD / B-thal (3/24)
Read 24 tweets
Nov 6, 2021
Have been eagerly anticipating the $BLUE / $TSVT Abecma launch as the first glimpse into the asset-level profitability of autologous CAR-T, as the CD19s have all been buried in big pharma income statements
In 3Q21, Abecma generated $67M in US revenue. Product-level profit is split 50 / 50 with $BLUE / $TSVT

$BLUE / $TSVT recognized $13M in collaboration profit in 3Q21, implying a product-level operating margin of ~39%
Such an analysis ignores certain variables (e.g. significant overhead expense) and lacks visibility on others (e.g. S&M allocation within $BMY, which commands a huge hematology sales force), but in any case, helps give some visibility for autologous commercial stories like $LEGN
Read 8 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(