🧵

Great clip from Voigt lab explaining technical barriers to creating *reliable* cell programs ("regulatory networks") with HUNDREDS of genes (like🦠found in nature)

$DNA has chipped away at some of these, though it can still only design reliable programs with ~5-10 genes

🧬 ^Barriers $DNA has chipped away at:

Design:
•Codebase has many well-characterized parts
•Software to string 1000's of design variations together

Build:
•@Gen9Bio tech for synthesizing big pieces of 🧬 ("challenging")

Test:
•Methods for debugging cell programs (reporters)

“Given all of the sensitivity about this work, it’s difficult to understand why NIH and EcoHealth have still not explained a number of irregularities with the reporting on this grant.”
- @DavidRelman, Stanford Med School

vanityfair.com/news/2021/10/n… From Vanity Fair, of all publications:

“One distinctive segment of SARS-CoV-2’s genetic code is a furin cleavage site… That is just the feature that EcoHealth Alliance and the Wuhan Institute of Virology had proposed to engineer in the 2018 grant proposal.”

$DNA

Discovered @alchemytoday over the weekend

He's a JHU PhD who is now a P.I. at ULisbon. Focuses on #singlecell microbiology🦠

He picked up on some *NOTABLE* details in 175 page short report released by 🦂 last week

Will curate his posts in this🧵

itqb.unl.pt/research/biolo… On the possible psychology behind the design of the document (see formatting)

$DNA

https://twitter.com/alchemytoday/status/1445959667348279297?s=20

DISCUSSION THREAD

Topic: $SRNGU/ $SRNG and potential Ginkgo Bioworks SPAC deal. Specifically, $20B valuation mentioned by Bloomberg

Will walk through some mkt data on chart below

Comments encouraged

#SynBio
$ZY
$AMRS $CDXS $ABCL $SYBX $PGEN
$BLI $TWST $TXG
$WUXAY $CRL $PPD ^Will preface this w list of most interesting things in $SRNGU/ $SRNG S-1

1). HUGE cash trust: $1.5B

2). Mostly entertainment experts (they SPAC'd DraftKings), but sector agnostic

3). Criteria: "High growth +FCF potential"

2). One bio link: $ALLO $KRON @Vida_Ventures @bt_prop

S-1 thread

@Zymergen( $ZY) surprised today w $100M Initial Public Offering. JPM, GS, BOA, Cowen

Last valued $1.75B

Word counts

"biofactur-": 173
Hyaline:140
"Nature" (capital N):39
#SyntheticBiology/#SynBio:26
#MachineLearning:24
@Amyris ( $AMRS):2
@Ginkgo:0
@Intrexon (RIP):0

https://twitter.com/Varro_Analytics/status/1303468138072285184

S-1 bit.ly/31b1qhl

$13M in R&D/collab revenue in 2020

$ZY spent "5 years & $50 million" to "launch" (w/o product rev) lead product Hyaline (electronic screen film)

Early version made w chem synthesis, NOT fermentation (#synbio), but plans to ferment later (lower COGS)