100 项与 Modulus Therapeutics, Inc. 相关的临床结果
0 项与 Modulus Therapeutics, Inc. 相关的专利(医药)
环球视野,深度视角点击图片了解详情!点击这里在此发布!在开始之前,跟大家分享一个恐怖故事:一位股东由于没有星标我们这个小破号,他竟然半年没收到推送!那么,各位股东星标了么?点赞了么?转发了么?在看了么?谢谢!各位股东大家早上好中午好晚上好,咱们又见面了。今天聊聊咱们的老朋友-Ginkgo和药明。既定战略2024年4月2日,知名合成生物学公司(最近转型CRO)Ginkgo Bioworks发布公告,公司收购Modulus Therapeutics。目前,交易的金额并未披露。Modulus Therapeutics是一家成立于2020年的初创公司,主要研发方向是基于CAR-NK/CAR-T的细胞治疗平台和switch receptor库技术。2021年7月15日,Modulus Therapeutics刚完成了由Madrona领投的350万美元的种子轮融资。Modulus Therapeutics研究团队通过高通量筛选策略,发现了一类新的与肿瘤坏死因子受体相关因子(TRAF)结合的内域(endodomains),这些内域在原代NK细胞中表现出比现有基准更优的持久性和细胞毒性,即使在低IL-2条件下也是如此。对了,所谓高通量筛选,正是结合了NGS技术。呐呐,你看,NGS还是大有作为啊。至于,Ginkgo为什么要收Modulus Therapeutics,从我们此前年报的分析就能看出来。Biopharma业务的营收从2020年开始逐年提高,2023年营收4400万美元,增长42%。要我是Jason Kelly,我也押注Biopharma业务。在此之前,2023年4月5日,合成生物学龙头Ginkgo Bioworks宣布收购AAV载体开发公司StrideBio衣壳发现和工程化平台资产。Ginkgo对CGT CRO业务那是看在眼里、急在心里啊,买个现成的平台直接做业务他不香么?Jason扒拉算盘珠子的声音,即使是在大洋彼岸的上海也听的清清楚楚。当然,除了这个既定战略,Ginkgo这番操作也暗含着围剿药明的暗棋。围剿药明自2024年1月美国国会提出《生物安全法案》开始,药明的股价和他们大洋彼岸的客户都进入了动荡期。此前,在国会作证时,Jason Kelly直言不讳的表示CGT等新兴的药物和治疗方式才是应该留在美国的产业,而化学类等已经“过时的”产业,并不应该成为主要关注方向。药明康德的3个风险所以我们认为,药明生物、药明合联、药明生基等可能会受到“重点关注”。药明的客户们,因为惧怕受到政策的波及,必然寻找替代方案。根据Endpoints梳理,目前美国仅上市生物医药企业就有数十家披露了与药明的合作关系。而这,仅仅是冰山一角。有媒体直接宣称这种文件已经堆积如山!一方面,显示出美国的生物医药产业与药明的关系绑定度较高。另外一方面,也预示着药明面临的潜在风险不容小觑。当然,最为关键的是,在这些客户寻找“替代品”的时候,美国本土的CRO/CDMO公司就像闻到血腥气味的群狼一样兴奋了起来,啸叫着加入了分食药明客户的盛宴。Ginkgo的表现,正是美国这些公司的一个代表性信号。围剿药明的时刻,开始了。被延迟的奇点我们思考一个问题:为什么美国要对药明等生物科技公司围追堵截?其实从芯片到生物科技,其本质都是高端制造业。而高端制造业其中一头连着高质量就业,可以保证国民收入水平在全球处于高位,进而拉动整个社会的消费能力。高端制造业的另外一头连着科技创新的基石,以此为基石就可以触摸更高的技术层级。中国目前的状况,就是走到了这种更高技术层级的门前,技术爆发奇点即将到来。显然,这是美国不愿意看到的。我们可以问下自己,为什么我们现在做的大部分是改良性创新而不是颠覆式创新?难道是我们不想么?而是有限制。资金的限制、技术的限制延迟了我们颠覆性创新奇点的到来,还好,只是延迟。我们必须想尽一切办法打破这种禁锢,被围剿的药明不应该就此倒下,而是应该有千万个药明们站起来、冲上去!否则,今天是什么日子,大家心里都清楚。END啊对对对对,扫描这货能联系到我近期文章:2023生物医药裁员、破产达到峰值!2024也并未好转...基因编辑疗法遭重创!Verve PCSK9体内基因编辑疗法暂停临床入组!Lucid:我的市场600亿美元!Exact Sciences:那我来了哟嘿嘿!说好一起静悄悄,你却偷偷中了标一场秘密简报会,一起针对药明们的阳谋终止、撤回、失效、处理中相关资料:注1:https://investors.ginkgobioworks.com/news/news-details/2024/Ginkgo-Bioworks-Acquires-Modulus-Therapeutics-Cell-Therapy-Assets-to-Strengthen-Next-Gen-CAR-Designs/default.aspx注2:https://www.modulustherapeutics.com/注3:https://www.biorxiv.org/content/10.1101/2023.08.02.551530v1.full.pdf注4:https://endpts.com/additional-drugmakers-flag-risks-of-working-with-wuxi-amid-heightened-us-scrutiny/
Modulus Therapeutics will slide in behind a suite of companies or assets brought in by Ginkgo Bioworks' business development team in recent months.
Ginkgo Bioworks’ swift moving business development team is slowing down long enough to load up some new chimeric antigen receptor (CAR) assets from Modulus Therapeutics.
The deal will see Ginkgo pick up a handful of cell therapy platform assets including CAR and switch receptor libraries. Terms of the deal were not disclosed.
Modulus has been quietly working on cell therapies, launching with a $3.5 million seed round in July 2021 to work on cancer. The company now focuses on autoimmune disorders, following a shift that’s been seen across the cell therapy space in the past year.
But what has attracted Ginkgo is Modulus’ libraries, made up of novel NK-specific and T-cell specific CAR and switch receptor designs that enable improved control and performance of immune-cell-based therapies. The company says the database can improve on the safety and efficacy of cell therapies by providing more precise control over activation and targeting.
"Modulus Therapeutics has built an array of incredible cell therapy assets that we are excited to add into the significant cell therapy capabilities Ginkgo has developed to date," said Ginkgo CEO Jason Kelly. "Modulus’ CAR and switch receptor designs and libraries seamlessly integrate into our existing infrastructure and offerings. We are excited to put these new assets to work for our customers and contribute to the transformative advancements in CAR and cell therapies."
Ginkgo already has a catalog of cell therapy assets customers can use to boost the performance of T-cell- and NK-cell-based CAR therapies in solid tumors, autoimmune and other diseases.
Modulus will slide in behind a suite of companies or assets brought in by Ginkgo’s business development team in recent months. On Feb. 28, the company announced a trio of acquisitions with Patch Biosciences, Reverie Labs and Proof Diagnostics. In April 2023, StrideBio was snapped up for $28.5 million for its adeno-associated virus capsid discovery and engineering platform.
Looking back even further, Ginkgo has always used acquisitions to fill out its offerings. The largest deal to date is the $486.9 million buyout of synthetic biology company Zymergen that was announced in July 2022.
https://public.flourish.studio/visualisation/17380453/
![Ginkgo loads up CAR assets from Modulus, the latest in a string of deals](https://synapse-tour-cdn-zhihuiya-com.libproxy1.nus.edu.sg/synapse/open_resource/news_image/prod/data/news/image/b75e/ec9b/8484/00f8/b75eec9b848400f8.jpeg)
Plus, news about Onconova Therapeutics, Trawsfynydd Therapeutics, Nocion Therapeutics, Ginkgo Bioworks and Modulus Therapeutics:
Zymeworks ousts CFO:
The biotech
disclosed
Monday that it had removed CFO Christopher Astle on March 31, though did not provide a reason in an SEC filing. President and CEO Kenneth Galbraith is serving as interim CFO until the company finds a replacement. “Following careful consideration, and in the interest of our commitment to continuing our growth and success, the decision was made to initiate a search for a new CFO who possesses the specific experience, expertise and vision to drive our business strategies forward effectively,” a spokesperson wrote to
Endpoints
in an email. The company’s shares
$ZYME
fell about 4% on Tuesday.
— Lei Lei Wu
100 项与 Modulus Therapeutics, Inc. 相关的药物交易
100 项与 Modulus Therapeutics, Inc. 相关的转化医学