Beam is developing therapies derived from the CRISPR base editors invented in David Liu’s lab at the Broad Institute of MIT & Harvard. Beam Therapeutics Inc. [NASDAQ: BEAM] closed the trading session at $89.77 on 01/27/21. That's. 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). I did not want to touch the patent piece in my analysis because I don't really know how valuable they are. Guide was founded in 2018 based on the work of Georgia Institute of Technology biomedical engineer James Dahlman and former graduate student Cory Sago. Beam Therapeutics, Inc. develops and commercializes DNA base editing technologies for the treatment of human disease. We believe that Beam will be competitively positioned in the future despite overlap in their pipeline with current gene editing companies: Beam may be able to more efficiently produce viable ex-vivo gene-edited therapies (e.g., allogeneic CAR-Ts, autologous cells for hematology), and may prove a safer technology for in vivo gene editing applications. Beam expects a “wave” of IND filings in 2021, and will almost certainly be running up quite the tab between now and then given their broad pipeline and ambitions. How severe is the cancer situation? Would really appreciate any ideas you have about these 3 companies. Bluebird doesn't use AAV, they use lentivirus. I think it is the right move. Less than 18 months after Beam Therapeutics launched with its first round of private funding, the gene-editing start-up has filed paperwork for a $100 million initial public offering on Nasdaq. Even on bad days ARK is still buying $BEAM. If Beam seeks financing via further equity offerings in the next few years, current shareholders may be diluted. Crspr is much broader. It looks like BEAM is going hardcore into LNP with this acquisition. This is a good thing for Beam, as they are not currently beholden to any one delivery methodology. 2018]. It looks like BEAM is going hardcore into LNP with this acquisition. I do not like the fact that $CRSP’s oncology programs are using cells from multiple donors instead of using technology like $FATE’s which uses a single donor. All of this is pure speculation though as no one really understands the patent situation. I think that this clinical trial is a waste of time. The daily chart We currently own shares of Beam Therapeutics. CRISPR technology and stock prices discussions of $BEAM, Press J to jump to the feed. 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%. That is determined by what changes needs to be done to achieve the desired outcome. They have 12 listed targets in their pipeline across research and lead optimization studies, with their hematology (sickle cell disease and beta-thalassemia) and allogeneic CAR-T (ALL and AML) programs being furthest along. I don't think Bluebird will affect the status of AAV drugs generally, but honestly any DNA delivery method has some risk of genomic integration. Beam Therapeutics Inc. [NASDAQ: BEAM] price surged by 15.23 percent to reach at $3.24. Furthermore, in re: point 3 - I think one important part of BEAM's tech is that it is independent of platform. There is a decent chance that Bluebird is wrecked with the AAV treatment that potentially gave all of these people very rare cancers. Beam Therapeutics Inc., a biotechnology company, develops precision genetic medicines for patients suffering from serious diseases in the United States. In our experience, the market generally does not move much in response to positive preclinical data or IND clearance, while delays in IND filing can drive down valuation. I like your thoughts. These partnerships (and the cash, peer validation, and cache they bring) have historically driven up company valuations on their own. Summary: Beam Therapeutics (NASDAQ: BEAM) IPO-ed in February, raising $188 M to advance their preclinical gene-editing platform. This includes beginner questions and portfolio help. Announces $260 Million Common Stock Investm Nature Reviews Genetics. Potential applications of the latter include more efficient and complex engineering of cell therapies, which Beam is exploring via their allogeneic CAR-T programs. We see Beam as having ~3x upside dependent on the company reaching the clinic in 2021 or 2022. This would reduce the repairs to 50% of possible base mutations. AAV is still going to be used by countless companies as a leading strategy for gene therapy solutions going forward. This is just my opinion though. 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). With BEAM, we don't have the same patent issues because the company does not use CAS-9. The gene-editing company Beam Therapeutics has acquired the lipid nanoparticle (LNP) discovery firm Guide Therapeutics for $120 million up front and up to $320 million in milestone payments. While I agree with the sentiment of your post, points 1 and 2 (as noted by another poster) are def off point. Mutations are biased however so that’s not an exact just a ballpark figure. It opened the trading session at $28.39, the shares rose to $29.915 and dropped to $27.66, the range by which the price of stock traded the whole day. Beam Therapeutics is a biotechnology company committed to creating a new class of precision genetic medicines based on our proprietary base editing technology, with a vision of providing life-long cures to patients suffering from serious diseases. New comments cannot be posted and votes cannot be cast, More posts from the StockMarket community. It's not as if CRISPR Therapeutics is heavily invested in viral delivery technology. Beam could theoretically have a more precise and predictable platform that avoids some of the safety concerns with current technologies. Beam Therapeutics, the first base-editing treatments developer to go public, saw its shares surge 45% from its initial public offering (IPO) … Regarding Covid, Beam has informed investors that the company has been able to conduct its research activities remotely and we do not anticipate its preclinical timeline will be significantly impacted. I realize that ETFs might be great but they don't offer the type of high risk / high reward play I'm going for. 2) Important: We have strict political posting guidelines (described here and here). Welcome to /r/StockMarket! 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). ARK is not buying $CRSP anymore. CRISPR technology and stock prices discussions of $BEAM The company report on March 15, 2021 that Beam Therapeutics Announces Business and Pipeline Progress and Reports Fourth Quarter and Full Year 2020 Financial Results.. Get the hottest stocks to trade every day … I do not think that ViaCyte needs $CRSP technology for its diabetes treatment. Current market cap of ~$1.1 B offers ~3x upside by ~2022, when we would expect the first programs to reach in-human trials: for reference, CRISPR Therapeutics (CRSP) has a market cap >$3.7 B with clinical-stage programs in sickle cell & beta-thalassemia and allogeneic CAR-T agents. However AAV drugs have been approved and are on the market. Beam Therapeutics Message Board on Reddit. 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. This article expresses our own opinions, not Beam’s or any other party’s opinion. There is a mindset that believes that this is potentially less harmful. Editas Medicine. No one can make heads or tales of this mess. There are at least 5 entities (EDIT, NTLA, Broad Institute, University of California and a random S. Korean company that everyone ignores) vying for position over the same patents. Thoughtful comments are welcome: I think the virus delivery system for crisper types of treatments could be in a lot of trouble. It was two people I believe that got rare cancers. There is a mindset that believes that this is potentially less harmful. 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. Because of this, there is more risk in developing cancer from lentivirus, because it could do something like activate an oncogene near the promoter of the inserted DNA. Beam’s most advanced programs are also in sickle cell & beta-thalassemia and allogeneic CAR-Ts. It can change more, but has greater inherent dangers. Plus BEAM is loading up on patents for point editing which may end up becoming the most valuable piece. 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. Applying Beam’s base-editing approach could theoretically address these types of genetic variants through gene correction. r/BeamTherapeutics: Beam Therapeutics Message Board on Reddit. Long wait time to clinical data: Beam’s self-reported expectation for IND filings is 2021, assuming preclinical work runs smoothly. 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. ViaCyte is doing fine with donor cells that have not been treated with $CRSP immune blocking response. … The companies will have to start over. The day’s price range saw the stock hit a low of $89.00, while the highest price level was $103.29. 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. Our objective is to provide short and mid term trade ideas, market analysis & commentary for active traders and investors. I do know the lack of clarity surrounding the patents is killing the share prices of all the companies involved. 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. The company report on December 5, 2020 that Beam Therapeutics Presents Updated Data from Novel Base Editing Programs for Announces $260 Million Common Stock Investment from Multiple Investors Published: Jan. 19, 2021 at 6:30 a.m. Well, it certainly is nice to see actual intellectual dialogue in examining companies and drug pipelines vs idiots just tweeting TO THE MOON! The CEO, John Evans, was a partner at the VC firm ARCH Venture Partners before joining Beam. LNP is looking spicy rn bc of the COVID vaccine, but may not end up being the end all be all of gene therapy/gene editing in the future. https://www.nature.com/articles/s41587-020-0493-4. Base editing is limited to tranistion mutations, transversions mutations at this point are not doable. Or at least has not in awhile. Beam's proprietary base editors create precise, predictable and efficient single base changes, at targeted genomic sequences, without making double-stranded breaks in the DNA. Most likely, point editing can be applied to other versions of crisper. Beam Therapeutics Inc., a biotechnology company, develops precision genetic medicines for patients suffering from serious diseases in the United States. The … The cancers or rather the perceptions of people getting cancers could affect CRSP because it may use similar AAV treatments (please correct me if I am wrong). We do not have a business relationship with the company mentioned in this report. High-profile company pedigree and scientific leadership**:** Beam brings an incredibly respected management team and group of initial investors to the table, which both increases our confidence in the company and leads us to expect a lot of market interest in the stock over time. Press question mark to learn the rest of the keyboard shortcuts, AAV treatment that potentially gave all of these people very rare cancers, ViaCyte is doing fine with donor cells that have not been treated with $CRSP immune blocking response. I’m trying to transfer from Crispr to Beam because of the patent issue Crispr has. If this is correct it will destroy any companies projects that are using viruses to deliver gene editing. See more posts like this in r/BeamTherapeutics, Beam Therapeutics Message Board on Reddit. Founded by leading scientists in gene editing, Beam is pursuing therapies for serious diseases using its proprietary base editing technology, which can make precise edits to single bases (A, G, C, T) in DNA and … Beam launched with ~$90 M in series A funding in 2018, raised ~$135 M in their 2019 series B, and just received ~$190 M in their IPO. 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. To use Beam’s favorite analogy, think of BEAM’s platform as the “pencil and eraser” versus the “scissors” of CRISPR/CAS9. 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. I think it is the right move. Beam also detailed mouse model data for their A1AT program that suggests potential to address both the hepatic and pulmonary manifestations of A1AT deficiency (current therapies are not disease-modifying, while RNAi approaches would only address hepatic manifestations). A Gene Editing IPO from Beam Therapeutics. It can sidestep many of the expensive issues that CRSP is facing. That said, I also favor Beam over CRISPR Therapeutics, but for me it's because of the difference in Cas9 technology. Basically, it comes down to market size. Get Beam Therapeutics Inc. (BEAM) exclusive data and insights at your fingertips with intuitive visualizations. Sangamo was ahead of the pack primarily for one reason: They had a more robust pipeline and which meant they were more … I currently have 3% of my account in CRSP. But I’ll hold because I bought in late so I’m in the red right now. Beam has an exciting and differentiated gene editing technology platform with a crack team of scientific founders and well-connected early investors. WallStreetBets on Beam Therapeutics Recently, WallStreetBets, a subreddit community on the Reddit platform that discusses stock market trends, has shown interest in Beam Therapeutics. There could be a lot of variability in $CRSPs treatments given the fact that they are using a lot of different donors. Beam Therapeutics (Nasdaq: BEAM) is a biotechnology company developing precision genetic medicines through the use of base editing. Press Release Beam Therapeutics Inc. CRISPR technology and stock prices discussions of $BEAM Posts about equities, options, forex, futures, analyst upgrades & downgrades, technical and fundamental analysis, and the stock market in general are all welcome. 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. Press J to jump to the feed. Beam Therapeutics to Participate in Chardan Virtual 4th Annual … Even so, $250 M on hand is a good start. Given the IPO priced at $17 and the stock has previously closed above $29, opening a position in Beam today in the $21 - 22 range offers substantial upside. Summary: Beam Therapeutics (NASDAQ: BEAM) IPO-ed in February, raising $188 M to advance their preclinical gene-editing platform. Liu’s editors, published in 2016, can … The one thing I will say, is that CRSP’s patents are valuable. The patent issue is the elephant in the room. So BEAM is best at what it does, but Crspr can do more. There is a sizeable risk literature here that suggests it is for the most part not harmful. That said, I’m still 5:1 when it comes to BEAM, and that I bought both today on the dip. 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 … Beam produces its own wallet software that is available for download on its website, which allows you to store Beam on your computer.For maximum security, you can store your cryptocurrencies on a dedicated hardware wallet such as a TREZOR wallet or a Ledger Nano X. 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. While the scientific rationale for these programs as proof points for the platform is sound, we have some concerns that evolving competition could significantly raise the bar for success by the time Beam is ready for pivotal trials / commercial launch. Crispr Therapeutics. The distinction between AAV and Lenti is extremely important here. Their main programs are ex-vivo editing; I assume using electroporation. Beam Therapeutics Inc. (BEAM) delivered earnings and revenue surprises of -365.28% and -99.90%, respectively, for the quarter ended March 2021. Beam Therapeutics Inc. [NASDAQ: BEAM] surged by $7.58 during the normal trading session on Tuesday and reaching a high of $76.50 during the day while it closed the day at $75.26. 374 members in the BeamTherapeutics community. Beam’s platform could also be used for gene modification (e.g., introducing a protective genotype), gene regulation (via targeting promoter regions), and multiplex base editing (introducing multiple changes to the same cell). 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). As I understood it there were only 1 case or am I missing something? About Beam Therapeutics Beam Therapeutics is developing precision genetic medicines through base editing, a next-generation gene editing technology. Grace Gu is using artificial intelligence to find ways to make better materials. 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. While AAV doesn't integrate the delivered DNA into the genome, lentivirus does. We hired AndyR in Nov 2017 to lead the effort build a TechOps team and an in house manufacturing capability. I think it's important with these companies to be careful not to erase the nuance in this technological space, as these are the slight distinctions that will cause certain companies to run and others to fall. 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 … About Beam Therapeutics Beam Therapeutics (Nasdaq: BEAM) is a biotechnology company developing precision genetic medicines through the use of base editing. CAMBRIDGE, Mass., April 28, 2020 -- Beam Therapeutics Inc. (Nasdaq: BEAM), a biotechnology company developing precision genetic medicines through base … I think big pharma companies are scared to buy any of these companies because of the lack of clarity surrounding the patents. We are not receiving compensation for this report. Beam should dominate one and crspr the other. 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. 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. Broad applicability of platform: Point mutations account for 58% of known human genetic variants associated with disease [Rees & Liu. Press question mark to learn the rest of the keyboard shortcuts. The pharma companies understandably don't want to get burned like they did / are going to with their 'investments' in gene therapy. This means we aren’t going to see preliminary clinical data before mid-late 2021 or 2022 at the earliest. The company report on January 19, 2021 that Beam Therapeutics Inc. Early slate of programs (e.g., hemoglobinopathies, allogeneic CAR-Ts, GSD 1a, A1AT) are tackling crowded indications: The long time to clinic is further complicated by the fact that Beam will be playing catch-up across much of their initial slate of programs. Given the history of patent disputes in this space, Beam dedicated a lot of energy to securing a robust IP estate at launch, and are well-positioned on that front. Like who could ever understand that tangled mess? Bummed today when it went down while EDIT and BEAM soared. Let me explain what I was thinking this morning with regard to my sale of $CRSP and the purchase of additional shares of $BEAM. The company’s high profile founders and investors may drive significant market interest. If you do not wish to buy a hardware wallet, you may consider using a mobile wallet such as … ET As AAV technology develops and becomes better targeted (which many, many labs are working on), AAV may become a leading contender over LNP. We anticipate that Beam will have little difficulty securing cornerstone industry partnerships to provide additional capital in the near-term if desired, given its well-connected and reputable leadership team. Here is an example of a clinical trial being done by Editas rn that utilizes AAV for the first in the us *in vivo* (vs ex vivo, as in Bluebird's study) editing. You have to avoid CRSP due double stranded breaks. Buying now exposes us to the risk that preclinical / pre-IND work is significantly delayed. Now I don’t know how much that factors into CRSPs share price, but I felt that CRSP at $135 was worth the cost of admission. Beam Therapeutics has disclosed plans to go public, submitting plans for an initial public offering (IPO) that would raise up to $100 million for … Beam Therapeutics. Markets overlap but are different. Their editing tech is what is, in my opinion, going to set them apart.
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