Clear clinical need for more precise gene editing tools: Direct base editing (rather than relying on non-homologous end-joining and homology-directed repair a la CRISPR/CAS9) could limit the unintended gene disruptions potentially introduced by double-stranded breaks. Near-term (<12 months) inflection points are less predictable given the early nature of Beam’s pipeline, but with the company’s high profile team and platform, events such as strategic partnerships and collaborations could move the stock meaningfully upwards. Additionally, Beam, if they choose to do so, is more than capable of pursuing strategic partnerships with larger industry players to bring in cash like many young platform companies do. As I understood it there were only 1 case or am I missing something? I think it is the right move. Would really appreciate any ideas you have about these 3 companies. Broad applicability of platform: Point mutations account for 58% of known human genetic variants associated with disease [Rees & Liu. Base editing is limited to tranistion mutations, transversions mutations at this point are not doable. Long wait time to clinical data: Beam’s self-reported expectation for IND filings is 2021, assuming preclinical work runs smoothly. Beam Therapeutics, the first base-editing treatments developer to go public, saw its shares surge 45% from its initial public offering (IPO) … Edit's patents have precedence over CRISP's in the US (which as almost always will end up being the most valuable market for medicine). The company is developing BEAM-101 for the treatment of sickle cell disease and beta thalassemia; BEAM-102 for the treatment of sickle cell disease; and BEAM-201, an allogeneic chimeric antigen receptor … The company was founded in 2017 by three gene editing experts: David Liu, Ph.D. (Editas co-founder), Keith Joung, M.D., Ph.D. (Editas co-founder), and Feng Zhang, Ph.D. (one of the inventors of CRISPR gene editing). Beam should dominate one and crspr the other. Potential applications of the latter include more efficient and complex engineering of cell therapies, which Beam is exploring via their allogeneic CAR-T programs. Beam is developing therapies derived from the CRISPR base editors invented in David Liu’s lab at the Broad Institute of MIT & Harvard. CRISPR technology and stock prices discussions of $BEAM Founded in 2017, Massachusetts startup Beam Therapeutics has taken in $222 million in funding so far to develop a technology called “base editing” which focuses on precision gene-editing which replaces single letters (C, T, G, A) without inducing a double-strand DNA break. This would reduce the repairs to 50% of possible base mutations. That's. CRISPR technology and stock prices discussions of $BEAM, Press J to jump to the feed. While I agree with the sentiment of your post, points 1 and 2 (as noted by another poster) are def off point. We hired AndyR in Nov 2017 to lead the effort build a TechOps team and an in house manufacturing capability. No one can make heads or tales of this mess. Strong war chest to build a fully integrated company around a unique platform: Beam reported >$250 M in cash, cash equivalents, and marketable securities in their 1Q20 filing. Beam’s base-editing platform enables a single targeted base to be replaced while avoiding the double-stranded DNA breaks of the CRISPR/CAS9 approach. I do not think that ViaCyte needs $CRSP technology for its diabetes treatment. We invested in BEAM (~5% of portfolio) on 5/18 given the scientific pedigree of the leadership group, clinical rationale for their next-generation gene-editing platform, anticipated impact of medium-term milestones (e.g., first patient dosed, first preliminary data), and opportunity to invest at an attractive price point versus IPO offering and all-time high. Beam could theoretically have a more precise and predictable platform that avoids some of the safety concerns with current technologies. Announces $260 Million Common Stock Investment from Multiple Investors Published: Jan. 19, 2021 at 6:30 a.m. If you do not wish to buy a hardware wallet, you may consider using a mobile wallet such as … We currently own shares of Beam Therapeutics. We do not have a business relationship with the company mentioned in this report. CRSP does have a stronger footing in Europe, but Europe negotiates collectively for different drugs and therapies so medicine there is much cheaper than in the US. This means we aren’t going to see preliminary clinical data before mid-late 2021 or 2022 at the earliest. I like your thoughts. Beam Therapeutics Inc. [NASDAQ: BEAM] gained 3.73% or 1.06 points to close at $29.45 with a heavy trading volume of 3837513 shares. It can change more, but has greater inherent dangers. The daily chart 2018]. I’m trying to transfer from Crispr to Beam because of the patent issue Crispr has. This includes beginner questions and portfolio help. It was two people I believe that got rare cancers. That said, I’m still 5:1 when it comes to BEAM, and that I bought both today on the dip. How severe is the cancer situation? Markets overlap but are different. A Gene Editing IPO from Beam Therapeutics. Beam Therapeutics Inc. [NASDAQ: BEAM] slipped around -4.59 points on Friday, while shares priced at $70.23 at the close of the session, down -6.13%. I did not want to touch the patent piece in my analysis because I don't really know how valuable they are. There is a mindset that believes that this is potentially less harmful. Hi, welcome to r/investing.Please note that as a topic focused subreddit we have higher posting standards than much of Reddit: 1) Please direct all advice requests and beginner questions to the stickied daily threads. Posts about equities, options, forex, futures, analyst upgrades & downgrades, technical and fundamental analysis, and the stock market in general are all welcome. Beam Therapeutics Inc. [NASDAQ: BEAM] closed the trading session at $89.77 on 01/27/21. Given the company’s high profile, potential near-term inflection points could also include industry partnerships driving significant market interest, though our long-term investment thesis does not rely on this. Guide was founded in 2018 based on the work of Georgia Institute of Technology biomedical engineer James Dahlman and former graduate student Cory Sago. If Beam seeks financing via further equity offerings in the next few years, current shareholders may be diluted. Basically, it comes down to market size. Crispr has 4 products in clinical stages whereas it’s my understanding Beam has none at the moment so we don’t know what problems could arise there. There is a decent chance that Bluebird is wrecked with the AAV treatment that potentially gave all of these people very rare cancers. r/BeamTherapeutics: Beam Therapeutics Message Board on Reddit. But I’ll hold because I bought in late so I’m in the red right now. Grace Gu is using artificial intelligence to find ways to make better materials. Strong preclinical data for sickle cell and A1AT programs was presented at ASGCT 2020: Beam reported promising preclinical data for their sickle cell / beta-thalassemia programs that detailed high success rate for target base-editing and durable expression in in vitro and mouse models. Most likely, point editing can be applied to other versions of crisper. Their editing tech is what is, in my opinion, going to set them apart. The day’s price range saw the stock hit a low of $89.00, while the highest price level was $103.29. Their main programs are ex-vivo editing; I assume using electroporation. Likely need for additional cash within the next few years may dilute shareholders: Beam will need a lot of cash to execute on their ambitious pipeline and lay the foundations to be a fully integrated company (e.g., investments in manufacturing capabilities). Mutations are biased however so that’s not an exact just a ballpark figure. The one thing I will say, is that CRSP’s patents are valuable. The company report on July 30, 2020 that Beam Therapeutics to Participate in Upcoming Investor Conferences.. Beam Therapeutics Inc. (Nasdaq: BEAM), a biotechnology company developing precision genetic medicines through base editing, today announced that … This is a good thing for Beam, as they are not currently beholden to any one delivery methodology. ARK is not buying $CRSP anymore. Beam’s most advanced programs are also in sickle cell & beta-thalassemia and allogeneic CAR-Ts.
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