Yair Einhorn Profile picture
Science & Innovation. Special interest in BioTech, Gene Editing, EpiGenetic Editing, Gene Therapy 🧬 CRISPR & Ophthalmology. Markets & Stocks 📈
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Aug 18 14 tweets 6 min read
1/This great @WSJ’s 📊 shows how after spending tens of billions of dollars for a single BioTech company, big Pharma moguls such as $ABBV, $AZN, $BMY, $AMGN, $PFE & $VRTX have all shifted to acquiring smaller targets of >$5B - for both regulatory & financials reasons. $XBI 🧵👇 After shelling out tens of billions of dollars for single biotech companies, pharma- ceutical giants such as AbbVie, AstraZeneca and Merck have shifted to smaller targets cost- ing $5 billion or less. Many of the companies getting taken out are private. The reason, according to ex- ecutives, bankers and lawyers: Smaller deals are just easier to do in the current regulatory environment, and the sector is looking pretty picked over. 2/All 17 deals made by big Pharma during the first 6 months of ‘24 were $5B or less. During the same period last year, big Pharma made 9 deals, including 2 that were $10B or more. 9 of the 17 deals were for privately held companies, compared to 1 during the same period in 2023. All 17 deals announced by big pharmaceutical companies during the first six months of the year were valued at 5 billion dollars or less, according to re- search firm DealForma. During the same period last year, big drugmakers agreed to nine deals, including two that were 10 billion dollars or larger. Nine of the 17 deals were for privately held companies, compared with one during the same period last year, DealForma said.
Jul 22 8 tweets 3 min read
The biggest problem of Gene Editing & Gene therapy is delivery - how to deliver a genetic payload to the exact desired location. Here’s a great Infograph which shows which BioTech companies use Viral delivery methods (AAVs, LVs) compared to non-viral platforms (NLPs). $XBI The biggest problem of Gene Editing & Gene therapy is delivery - how to deliver the genetic payload to the exact desired location. Here is a great Infograph which shows which BioTech companies use Viral (AAVs) delivery methods compared to non-viral platforms (NLPs). 2/Must of the companies - as you can see in the graph m☝️- use a viral based delivery platform for Gene Therapy / Gene Editing treatments, mostly AAV - Adeno-Associated Virus based delivery. AAV is a naturally occurring virus being transformed into a delivery mechanism by replacing its viral DNA with new DNA, thus making it a precisely coded vector & it is no longer considered a virus, as most of its viral components have been replaced.
Jul 9 12 tweets 5 min read
1/@nvelop_tx has presented its proprietary delivery system - DLVR-M, which has successfully demonstrated improved delivery of CRISPR, base editing & prime editing platforms to different human cell types. DLVR-M could be the key in overcoming the obstacle of CRISPR delivery. $XBI nvelop therapeutics has presented its proprietary delivery system - DLVR-M, which has successfully demonstrated improved delivery of CRISPR, base editing & prime editing platforms to different human cell types. DLVR-M could be the key in overcoming the obstacle of CRISPR delivery 2/Every Gene Therapy is combined from 2 components - the genetic payload which is the mechanism for fixing the genetic disease or the cure itself & a delivery vehicle which needs to deliver the “package” to a specific human tissue & location. Just Imagine a pickup truck & a box. Image
May 29 7 tweets 3 min read
1/WOW! hC Bioscience announces its first ever tRNA-based program for Duchenne muscular dystrophy (DMD). hC is developing anticodon engineered tRNAs as a potential treatment for DMD patients with shortened & nonfunctional dystrophin due to premature termination codons (PTCs). $XBI WOW! hC Bioscience announces its first ever tRNA-based program for Duchenne muscular dystrophy (DMD). hC is developing anticodon engineered tRNAs as a potential treatment for DMD patients with shortened & nonfunctional dystrophin due to premature termination codons (PTCs). 2/Duchenne is a severe progressive disease which rapidly worsening children’s muscle function often using a wheelchair by early adolescence & eventually needing artificial ventilation to breathe. DMD is caused by mutations to dystrophin that affect about 300,000 males worldwide & PTCs account for approximately 26% of cases.Duchenne is a severe progressive disease which rapidly worsening children’s muscle function often using a wheelchair by early adolescence & eventually needing artificial ventilation to breathe. DMD is caused by mutations to dystrophin that affect about 300,000 males worldwide & PTCs account for approximately 26% of cases.
May 21 18 tweets 7 min read
1/As promised and after reading $CRBU latest Q1 2024 financial report here is my impression regarding @CaribouBio latest corporate status. As always - I have focused only on the main issues that I found to be the most interesting & relevant. Here’s my summary 🧵👇 $XBI #BioTech As promised and after reading Caribou’s latest Q1 2024 financial report here is my impression regarding Caribou Bio latest corporate status. As always - I have focused only on the main issues that I found to be the most interesting & relevant. Here’s my summary 2/IMO the most significant corporate event was $CRBU decision - due to internal portfolio prioritisation - to terminate the development of its CB-020 program - a preclinical allogeneic anti-POR1 CAR-NK cell therapy - a decision which narrowed dramatically the company’s pipeline. In my opinion the most significant corporate event was Caribou’s decision - due to internal portfolio prioritisation - to terminate the development of its CB-020 program - a preclinical allogeneic anti-POR1 CAR-NK cell therapy - a decision which narrowed dramatically the company’s pipeline.
May 8 12 tweets 5 min read
1/@LineageCell presented promising data at the @FightBlindness Gene Therapy innovation summit - as part of #ARVO2024, from its clinical study of RG6501 (OpRegen) - a retinal pigment epithelial Cell therapy aimed to treat age-related macular degeneration dry AMD. $LCTX $RHHBY $XBI Lineage cell has presented promising data at the foundation fighting blindness Gene Therapy innovation summit - as part of ARVO2024, from its clinical study of RG6501 (OpRegen) - a retinal pigment epithelial Cell therapy aimed to treat age-related macular degeneration dry AMD 2/@LineageCell has developed a unique technology that enables it to transplant specific cell types from a single pluripotent cell line thus creating “off the shelf” cell transplants platform for multiple conditions. $LCTX most advanced program is its OpRegen ocular platform. $XBI Lineage cell has developed a unique technology that enables it to transplant specific cell types from a single pluripotent cell line thus creating “off the shelf” cell transplants platform for multiple conditions. Lineage’s most advanced program is its OpRegen ocular platform.
Apr 30 6 tweets 3 min read
1/@WaveLifeSci today announced the approval of its first clinical trial application (CTA) for its RestorAATion-2 clinical trial of $WVE-006, Wave’s first-in-class RNA editing oligonucleotide, which is being developed for the treatment of alpha-1 antitrypsin deficiency-AATD. $XBI Wave Life Sciences - a clinical-stage biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health, today announced the approval of its first clinical trial application (CTA) for its RestorAATion-2 clinical trial of WVE-006, the company’s first-in-class RNA editing oligonucleotide, which is being developed for the treatment of alpha-1 antitrypsin deficiency (AATD). 2/WVE-006 is a first-in-class, GalNAc-conjugated RNA editing oligonucleotide aimed to correct the single base mutation in messenger RNA (mRNA) coded by the SERPINA1 Z allele, thereby enabling restoration and circulation of functional, wild-type alpha-1 antitrypsin (M-AAT) protein WVE-006 is a first-in-class, GalNAc-conjugated RNA editing oligonucleotide aimed to correct the single base mutation in messenger RNA (mRNA) coded by the SERPINA1 Z allele, thereby enabling restoration and circulation of functional, wild-type alpha-1 antitrypsin (M-AAT) protein
Apr 2 7 tweets 3 min read
1/@VerveTx announced that due to observed laboratory abnormalities associated with $VERV-101, it has decided to pause enrollment in its Heart-1 clinical trial. Verve is conducting an investigation & will work with regulatory authorities to define a path forward for VERVE-101 $XBI Verve therapeutics announced today that due to observed laboratory abnormalities associated with VERV-101, it has decided to pause enrollment in its Heart-1 clinical trial. Verve is conducting an investigation & will work with regulatory authorities to define a path forward for VERVE-101 2/VERVE-101 is being evaluated in the Heart-1 Phase 1b clinical trial with trial endpoints of safety and tolerability as well as changes in blood PCSK9 protein and low-density lipoprotein cholesterol (LDL-C) levels in patients living with heterozygous familial hypercholesterolemia (HeFH), established atherosclerotic cardiovascular disease (ASCVD), and uncontrolled hypercholesterolemiaVERVE-101 is being evaluated in the Heart-1 Phase 1b clinical trial with trial endpoints of safety and tolerability as well as changes in blood PCSK9 protein and low-density lipoprotein cholesterol (LDL-C) levels in patients living with heterozygous familial hypercholesterolemia (HeFH), established atherosclerotic cardiovascular disease (ASCVD), and uncontrolled hypercholesterolemia
Mar 28 5 tweets 2 min read
1/@CaribouBio announced that preclinical data from its CB-012 program - an allogeneic anti-CLL-1 CAR-T cell therapy aimed to treat relapsed or refractory acute myeloid leukemia (r/r AML), will be presented at the upcoming #AACR24 held April 5-10, 2024 in San Diego. $CRBU #CRISPR Caribou Biosciences- a leading clinical-stage CRISPR genome-editing biopharmaceutical company, today announced that preclinical data from CB-012, an allogeneic anti-CLL-1 CAR-T cell therapy for the treatment of relapsed or refractory acute myeloid leukemia (r/r AML), will be presented at the upcoming American Association for Cancer Research (AACR) Annual Meeting 2024, held April 5-10, 2024 in San Diego. 2/CB-012 is an anti-CLL-1 CAR-T cell therapy engineered with five genome edits, enabled by @CaribouBio’s patented next-generation CRISPR technology platform, which uses Cas12a chRDNA Gene Editing platform to significantly improve the specificity of genome edits. $CRBU CB-012 is an anti-CLL-1 CAR-T cell therapy engineered with five genome edits, enabled by Caribou’s patented next-generation CRISPR technology platform, which uses Cas12a chRDNA Gene Editing platform to significantly improve the specificity of genome edits.
Mar 11 17 tweets 7 min read
1/As promised and after reading $VERV latest Q4 & full year 2023 financial report here is my impression regarding @VerveTx latest corporate status. As always - I have focused only on the main issues that I found to be the most interesting & relevant. Here’s my🧵👇 $XBI #BioTech Verve Therapeutics - a clinical-stage biotechnology company pioneering a new approach to the care of cardiovascular disease with single-course gene editing medicines, today reported pipeline updates and financial results for the fourth quarter and year ended December 31, 2023. 2/IMO the most significant corporate event was @VerveTx announcement that the @US_FDA has cleared its Investigational New Drug (IND) Application for $VERV-101 in patients with HeFH. Verve is currently working to activate U.S. trial sites & intends to dose the first patient with VERVE-101 in the US along with its ongoing UK & New Zealand clinical sites.In my opinion the most significant corporate event was Verve’s announcement that the FDA has cleared its Investigational New Drug (IND) Application for VERV-101 in patients with HeFH. Verve is currently working to activate U.S. trial sites and intends to dose the first patient with VERVE-101 in the US along with its ongoing UK and New Zealand clinical sites.
Mar 4 18 tweets 7 min read
1/As promised & after reading $NTLA latest Q4 & full year 2023 financial report here is my impression regarding @intelliatx latest corporate status. As always I have focused only on the main issues that I found to be the most interesting & relevant. Here is my 🧵👇 $XBI #BioTech Intellia Therapeutics - a leading clinical-stage gene editing company focused on revolutionizing medicine with CRISPR-based therapies, today reported operational highlights and financial results for the fourth quarter and year ended December 31, 2023. 2/IMO the most significant corporate event was @intelliatx collaboration signed with @ReCodeTx - which uses tissue-specific delivery to power mRNA & gene correction therapeutics to develop novel medicines for the treatment of Cystic fibrosis based on $NTLA Gene Editing platform In my opinion the most significant corporate event was intellia’s collaboration signed with ReCode therapeutics - which uses tissue-specific delivery to power mRNA and gene correction therapeutics to develop novel medicines for the treatment of Cystic fibrosis based on intellia’s platform
Jan 30 6 tweets 2 min read
1/@Tome_bio - a #GeneEditing company based on programmable genomic integration (PGI) platform has recently launched & raised $213M in Series A & B funding from leading investors: @a16zBioHealth, @GVteam, @FujifilmUS, #ARCHVenturePartners, @bruker & others. #BioTech #CRISPR $XBI Tome Biosciences - programmable genomic integration company, has launched to usher in a new era of genomic medicines based on programmable genomic integration (PGI). PGI enables the insertion of any DNA sequence, of any size, into any programmed genomic location. The Company has raised 213 million dollars in Series A and B funding from investors: Andreessen Horowitz (a16z) Bio + Health, ARCH Venture Partners, GV, Longwood Fund, Polaris Partners, Bruker Corporation, FUJIFILM Corporation, Alexandria Venture Investments and others. 2/PGI - programmable genomic integration - combines the site-specificity of #CRISPR/Cas9 with enzymes capable of inserting or writing sequences of DNA, including entire genes, without the need for double-strand DNA breaks. @Tome_bio’s most advanced PGI technology, called integrase-mediated PGI (I-PGI), utilizes proprietary integrases & is based on groundbreaking PASTE technology first discovered by Tome’s Co-
Founders, @omarabudayyeh & @jgooten - while at @MIT as investigators.PGI - programmable genomic integration - combines the site-specificity of #CRISPR/Cas9 with enzymes capable of inserting or writing sequences of DNA, including entire genes, without the need for double-strand DNA breaks. Tome bio’s most advanced PGI technology, called integrase-mediated PGI (I-PGI), utilizes proprietary integrases & is based on groundbreaking PASTE technology first discovered by Tome’s Co- Founders, Omar abudayyeh and Jonathan Gootenberg - while at MIT as investigators.
Jan 22 15 tweets 6 min read
1/@PrimeMedicine has issued a corporate update-as part of its #JPM2024 presentation in which $PRME reported: 1)recent business progress 2) its strategic priorities for 2024 3)presentation of the clinical progress it achieved in 2023 #BioTech #CRISPR #GeneEditing #JPM24 🧵👇 PrimeMedicine has issued a corporate update - as part of its JP Morgan healthcare conference presentation in which Prime reported: 1)recent business progress 2) its strategic priorities for 2024 3)presentation of the clinical progress the company achieved in 2023 2/@PrimeMedicine’s proprietary platform - #PrimeEditing is the only #GeneEditing technology which can edit, correct, insert or even delete large DNA sequences in any target tissue - thus making it the most advanced & promising editing technology with $PRME owing its full rights Prime medicine’s proprietary platform - Prime editing is the only Gene editing technology which can edit, correct, insert or even delete large DNA sequences in any target tissue - thus making it the most advanced and promising editing technology with Prime owing its full rights
Jan 19 7 tweets 3 min read
1/@MeiraGTx announced an asset purchase agreement with @JanssenUS - a @JNJNews company, for its remaining interests in bota-vec for the treatment of XLRP & a technology transfer agreement for bota-vec manufacturing. #BioTech $JNJ #RetinitisPigmentosa #Ophthalmology #Choroideremia MeiraGTx Holdings plc - a vertically integrated, clinical stage gene therapy company, today announced an asset purchase agreement with Janssen Pharmaceuticals - a Johnson and Johnson company, for the remaining interests in bota-vec for the treatment of XLRP, as well as a commercial supply agreement and a technology transfer agreement for bota-vec manufacturing. 2/#RetinitisPigmentosa is a group of rare genetic eye diseases that damage light-sensitive cells in the retina thus leading to loss of sight. In ~10% of RP cases, the gene is passed from the mother to her children resulting in a form of #RP known as #XLRP.
Jan 16 5 tweets 2 min read
1/@VertexPharma announced today that the @US_FDA has approved CASGEVY (exagamglogene autotemcel [exa-cel]), a #CRISPR/Cas9 #GeneEditing #CellTherapy for the treatment of transfusion-dependent beta thalassemia (TDT) in patients 12 years and older. #BioTech @CRISPRTX $CRSP $VRTX Vertex Pharma  announced today that the U.S. Food and Drug Administration (FDA) has approved CASGEVYTM (exagamglogene autotemcel [exa-cel]), a CRISPR/Cas9 gene-edited cell therapy, for the treatment of transfusion-dependent beta thalassemia (TDT) in patients 12 years and older 2/CASGEVYTM is a non-viral,ex vivo CRISPR/Cas9 gene-edited cell therapy for eligible patients with SCD or TDT, in which a patient’s own hematopoietic stem and progenitor cells are edited at the erythroid specific enhancer region of the BCL11A gene through a precise double-strand break.CASGEVYTM is a non-viral,ex vivo CRISPR/Cas9 gene-edited cell therapy for eligible patients with SCD or TDT, in which a patient’s own hematopoietic stem and progenitor cells are edited at the erythroid specific enhancer region of the BCL11A gene through a precise double-strand break.
Jan 10 15 tweets 6 min read
1/@BeamTx has issued a corporate update - as part of its #JPM2024 presentation in which $BEAM reported: 1)recent business progress 2)highlighted its strategic priorities for 2024 3)presented the clinical progress the company achieved in 2023. #BioTech #CRISPR #GeneEditing #JPM24 Beam Therapeutics - a biotechnology company developing precision genetic medicines through base editing, today reported progress across the company’s hematology and genetic disease portfolios and provided updates on anticipated upcoming milestones. 2/@BeamTx’s most advanced venture is its Sickle Cell Disease Franchise. By trying to find a long-term treatment - $BEAM has developed a 3 Waves strategy for SCD with the intention to progressively expand the reach of its #BaseEditing platform to broader subsets of SCD patients. Beam is pursuing a long-term, staged development strategy for SCD that has three Waves of innovation intended to progressively expand the reach of our base editing approach to broader subsets of patients.
Jan 6 11 tweets 4 min read
1/@intelliatx has issued an update highlighting its strategic priorities & future milestones for 2024. Here’s my 🧵which summarises $NTLA updates of its prioritised pipeline, the progress made in 2023 & its current corporate status. #BioTech #CRISPR #JPM24 #GeneEditing #JPM2024 Intellia Therapeutics - a leading clinical-stage gene editing company focused on revolutionizing medicine with CRISPR-based therapies, today announced its strategic priorities through 2026 and key anticipated 2024 milestones 2/@intelliatx’s 2024-6 main Strategic Priorities:
1. Trials for its 2 in vivo #CRISPR platforms - $NTLA-2001 & 2002
2. POC for $NTLA new CRISPR-in vivo targeted #gene insertion & allogeneic ex vivo program
3. Developing new #GeneEditing programs outside the liver
4. DNA writing 2024 – 2026 Strategic Priorities A. Complete patient enrollment for pivotal studies of NTLA-2001 and NTLA-2002, including planned biologics license application (BLA) submission for NTLA-2002 in 2026 B. Launch clinical trials for next wave of in vivo and ex vivo programs, validating CRISPR-based in vivo targeted gene insertion and an allogeneic cell engineering solution designed to avoid NK cell-mediated rejection; and C. Expand the range of diseases that can be targeted by deploying new editing and delivery innovations, including advancing gene editing in tissues outside the liver and DNA w...
Sep 17, 2023 11 tweets 5 min read
1/@BeamTx has recently reported new preclinical data demonstrating the ability of its in vivo drug candidate $BEAM-302 to directly correct the PiZ mutation - the primary disease-causing mutation associated with severe alpha-1 antitrypsin deficiency (AATD). #BioTech #CRISPR $XBI Beam Therapeutics - a biotechnology company developing precision genetic medicines through base editing, today reported new preclinical data demonstrating the ability of its in vivo drug candidate, BEAM-302, to directly correct the PiZ mutation, the primary disease-causing mutation associated with severe alpha-1 antitrypsin deficiency (AATD). 2/Alpha-1 antitrypsin deficiency (AATD) is the lack of a protein made by the patient’s liver. AATD is a genetic disease that can affect both the patient’s liver or the lung. Lung problems typically begin at the age of 20-50 and can include shortness of breath, wheezing, or an increased risk of lung infections.
Alpha-1 antitrypsin deficiency (AATD) is the lack of a protein made by the patient’s liver. AATD is a genetic disease that can affect both the patient’s liver or the lung. Lung problems typically begin at the age of 20-50 and can include shortness of breath, wheezing, or an increased risk of lung infections.
Feb 25, 2023 17 tweets 25 min read
1/As promised & after reading $CRSP latest Q4 2022 #financial #report here is my impression regarding @CRISPRTX latest corporate status. I have focused only on the main issues that I found to be the most interesting & relevant. #CRISPR #BioTech #FinTwit #Genomics #GeneEditing 🧵 CRISPR Therapeutics, a biopharmaceutical company focused on 2/IMO the most significant corporate event in Q4 was $CRSP announcement that regulatory Exa-cel submissions of both #SickleCell & #BetaThalassemia validated in the #EU & #UK & that the @US_FDA BLA submission is on track by the end of Q1 ‘23 - possibly reaching the #markets in ‘23 Regulatory submissions complete for exagamglogene autotemcel
Feb 23, 2023 5 tweets 4 min read
1/@GraphiteBio announced that after reviewing its business, it decided to discontinue any further development of nulabeglogene autogedtemcel (nula-cel) for #SickleCell disease, to explore a range of strategic alternatives & to reduce 50% in its workforce! #CRISPR #BioTech $GRPH Graphite Bio today announce... 2/@GraphiteBio is also exploring the potential to continue nula-cel development externally. $GRPH intends to continue research activities associated with its early-stage non- genotoxic conditioning program, with the goal of advancing toward potential development candidates.👇
Feb 22, 2023 5 tweets 6 min read
1/@LineageCell announced it entered an exclusive option & license agreement with $ERNA for the development of novel B2M deficient induced pluripotent #stem #cell #iPSC by using Eterna’s #GeneEditing technology thus developing therapies for #CNS diseases. #BioTech #CRISPR $LCTX Lineage Cell Therapeutics, ... 2/The new cell lines - to be developed by $ERNA, will support the creation of additional product candidates at $LCTX and specifically for the treatment of central #nervoussystem #CNS disorders & other #neurology targets via Eterna’s IP #CRISPR collaboration with @FactorBio The new cell lines to be de...