RNA

G0x209C

Because of the dollar per token not being viable with current computation methods. "Everyone is being hyped that this will solve world hunger, it will solve everything!!!" Yet, people are getting laid off, artists are forced to become factory workers even more instead of getting room to be creatives, it's using a significant portion of our drinking water, it's using a lot of electricity, it largely produces mediocrity unless you provide it with just the right context. (which means anyone working on systems and programs is becoming a somewhat meta-cognitive engineer, aka \[cognitive\] context engineer. Tell the lesser but faster simulated consciousness what to do) I see it being very viable in the fields of research and development. Finding new ways of discovering DNA and RNA sequences, unfolding proteins etc.. But otherwise? It's a potential helpful learning tool, or a tool that will make you stop using your brain. People are already losing competency in writing emails. Software developers already noticed a drop in the sharpness of their technical skills. We ought not to become reliant on these tools for thinking and producing. We ought to use these tools as they are best used for the human psyche: As a learning aid. As a perception expander. As a better translation tool than google translate. As a summarized note maker of meetings (its really good at that). And as the concept these "AI" LLMs came from: Machine Learning. The only thing we should stay aware of with Machine Learning is its limitations. It's only as good as the data you feed it. It can make mistakes, we need to check. If we only used it for the purposes it would be humanly best for: it is not a commercially viable operation.

No_Culture_5921

AMBR is quietly building differentiated technology: custom enzymes designed specifically for RNA correction. Not off-the-shelf CRISPR. That kind of proprietary control over the editing system could create real IP and value.

Odd_Watercress_7409

AMBR is very early-stage, so revenue is zero and risk is high. But their platform, if validated, could serve as a base for multiple therapeutic programs. Like an early Editas or Beam, but focused on RNA.

Odd_Watercress_7409

I’ve been watching the patent activity around RNA editing, and AMBR seems to be carving out a niche in programmable enzymes. Still a high-risk bet, but the IP side looks strong.

Odd_Watercress_7409

Amber Bio (AMBR) is developing a programmable RNA editing platform, aiming to correct disease-causing RNA transcripts without touching DNA. Still in early stages, but the science could be disruptive if it pans out.

Ready-Baseball-4300

If you’re comparing AMBR to something like Beam Therapeutics or Intellia, remember that AMBR isn’t doing CRISPR or base editing in the traditional sense. RNA editing is a different category, and that distinction matters for both risks and opportunities.

Ready-Baseball-4300

AMBR’s recent presentations highlighted their ability to target single-base RNA mutations, which could open the door to treatments for diseases like ALS and certain liver disorders. Still early, but the precision here is what makes it interesting.

Ready-Baseball-4300

The RNA editing space is heating up, and AMBR is one of the few public companies focused exclusively on it. Their approach could eventually allow in-body "repairs" of genetic conditions without permanent DNA edits.

Ready-Baseball-4300

AMBR is building a synthetic biology platform centered around RNA editing. Unlike traditional gene editing, this allows for reversible, precise changes. Still speculative, but the science has real long-term promise.

jefbe80

In SLXN NASDAQ:SLXN) ("Silexion" or the "Company"), a clinical-stage biotechnology company pioneering RNA interference (RNAi) therapies for KRAS-driven cancers, today announced compelling preclinical data demonstrating the efficacy of its next-generation RNAi therapeutic candidate, SIL204, against human pancreatic, colorectal and lung (NSCLC) cancer cell lines. These results significantly expand SIL204's therapeutic potential beyond pancreatic cancer, allowing it to potentially address major KRAS-driven cancers with substantial unmet medical needs. Following the Company's recent announcement of completion of preclinical studies, a comprehensive analysis of the data has revealed that SIL204 effectively inhibited the proliferation and metabolic activity of human cancer cell lines harboring KRAS G12D mutations across multiple cancer types, resulting in the following obvervations: The data reveals SIL204 successfully inhibited the proliferation and metabolic activity of human cancer cell lines harboring a specific KRAS mutation (G12D): GP2D (colorectal), A427 (lung) and Panc-1 (pancreatic), in a statistically significant manner.

Formal-Plate-8242

maybe this IDEXX offers testing for bird flu, also known as avian influenza. IDEXX provides various tests for detecting avian influenza, including antibody tests and real-time PCR assays. IDEXX's Avian Influenza Testing Options: * Avian Influenza (AI) Ab Test: This test is an enzyme-linked immunosorbent assay (ELISA) that detects antibodies to avian influenza viruses in chicken serum. * AI MultiS-Screen Ab Test: This test is an ELISA designed to detect avian influenza antibodies in serum from multiple avian species, including chickens, turkeys, ducks, and geese. * RealPCR Influenza RNA Mix: This test identifies Influenza A RNA using the IDEXX RealPCR platform. * Avian Pneumovirus (APV) Ab Test: This test detects APV-specific antibodies in serum samples. * Influenza A Ab Test: This blocking ELISA detects serum antibodies to any influenza A subtype.

ThomasMarcZC

Its price hit $2+ twice in March. Although I don't know if it'll hit $2 again today but I am optimistic. Here's the news summary (by ChatGPT): The sentiment of this news is **strongly positive**, driven by promising clinical data, high clinical benefit rates, and the absence of significant safety concerns in early trial phases for REYOBIQ™. The tone is optimistic, with credible scientific and regulatory backing (NCI, CPRIT) * New **Phase 1 trial data** for REYOBIQ in Leptomeningeal Metastases (LM) shows **dose-dependent efficacy** and **high clinical benefit**: * Immune response insights from RNA sequencing suggest **apoptosis and immune activation** by Day 28. **Implications:** The data reinforces REYOBIQ’s potential as a **safe, high-dose radiotherapeutic** for a **highly fatal and underserved condition (LM)**. The lack of FDA-approved therapies for LM and the grim prognosis for these patients highlight the **market need** and **clinical urgency**. The tolerability of higher doses without significant toxicity is particularly promising.

Smurf_Crime_Scene

The RNA didn't do it on purpose!

RIP_Michael_Hotdogs

Lowest intelligence being to cause market crash 2020: literal strands of RNA in a protein coat, dubiously alive 2025: The elected representatives of a county of 350 million

workonlyreddit

That was the Fed rescuing the market and we were saved by the success of RNA covid vaccines, which is a miracle on its own.

Muted-Watercress9599

Liking LON:ONT - Oxford Nanopore - Oxford Nanopore Technologies (ONT) is a leading innovator in real-time, portable, and scalable DNA/RNA sequencing. It is the only producer of portable, handheld gene-sequencing devices worldwide. Its technology can read more of the genome, faster and more accurately than any competitor.  My two cents on the bull & Bear case Bullish about Expanding Clinical & Biopharma AdoptionONT is rapidly growing in clinical genomics, with large-scale contracts supporting long-term revenue expansion. Technology Leadership Oxford Nanopore is the only company globally producing handheld, portable sequencing devices for real-time, in-field DNA/RNA analysis, —that sets it apart in next-generation genomic analysis. Broad Global Applicability ONT devices are deployed across multiple sectors spanning healthcare, agriculture, environmental science, and academic research, enhancing ONT’s market resilience and expanding its TAM. Bearish Competition from Established Players Illumina and PacBio remain formidable competitors, leveraging existing market share and technology advancements. Profitability Concerns ONT has yet to achieve consistent profitability, with high R&D and expansion costs potentially delaying EBITDA breakeven. Execution Risk in Clinical Expansion The transition from research to clinical applications presents regulatory and adoption challenges that may slow market penetration. Couple interesting catalysts in this story too Cutting-Edge Technology & Innovation Pipeline - ONT is advancing into protein sequencing, potentially unlocking a new multi-billion-dollar market in the coming years. Leadership in Multiomic Sequencing and the Dark Genome - Oxford Nanopore is already a leader in multiomic sequencing, with its ability to read native DNA and RNA in their natural forms providing richer insights into complex biological systems. The exploration of the "dark genome," which contains 25% of human disease-related variants, will further solidify Oxford Nanopore’s leadership in precision medicine. As the company continues to innovate in genomics, proteomics, and metabolomics, it will expand its applications in clinical diagnostics and therapeutic development, driving long-term growth.

justUseAnSvm

MRNA. Incredibly strong drug pipeline. Not everything in there will work out, but we know RNA vaccines work, and the technology is superior to other approaches. The COVID hangover is almost over, the price has been knocked down, and the promise is still there.

birdflustocks

H5N1 has been known for almost 30 years, there was a lot of concern almost 20 years ago, and in the last few years there was the Covid pandemic and also increased concern regarding H5N1. But none of this is related, the H5N1 panzootic is unprecedented and could cause a pandemic at any time. The virus doesn't care about human issues. Our past perceptions of the virus or the Covid pandemic have nothing to do with the H5N1 pandemic risk. "An international survey, to be published next weekend, will reveal that 57% of senior disease experts now think that a strain of flu virus will be the cause of the next global outbreak of deadly infectious illness." [Source: Next pandemic likely to be caused by flu virus, scientists warn](https://www.theguardian.com/world/2024/apr/20/next-pandemic-likely-to-be-caused-by-flu-virus-scientists-warn) "In recent years, an H5N1 problem that was once mainly confined to Asia and poultry has now spread globally, and into new species of mammals, endangering wildlife, agricultural production, and human health. The problem began in 2020, when a new genotype of H5N1 viruses belonging to clade 2.3.4.4b emerged that spread rapidly in wild birds from Europe to Africa, North America, South America, and the Antarctic. At first, H5N1’s arrival in North America seemed manageable. Back in 2014, when an earlier H5 virus was introduced to North America from Asia, US poultry farmers successfully eliminated the virus through intensive monitoring and culling of 50 million chickens and turkeys, ending the largest foreign animal disease outbreak in US history. This time, despite culling \~90 million US domestic birds since 2022, poultry outbreaks continue to be reseeded from wild birds. Wild birds also introduced H5N1 to dairy cattle and marine mammals. Images of seal carcasses decaying on Argentine beaches and yellow, curdled milk on H5N1-affected dairy farms show how the 2.3.4.4b H5N1 panzootic is different and previous control strategies are not working." [Source: The global H5N1 influenza panzootic in mammals](https://www.nature.com/articles/s41586-024-08054-z_reference.pdf) "Influenza viruses do not follow our human rules. Instead, they follow the biology defined by a negative-sense, single-stranded, segmented RNA genome and interactions with their environment and hosts. They will not wait for us to work through our politics, our man-made rules, or even our science to exert their damage. They will merely follow their biology. This is a point we humans often fail to recognize, one that allows a virus, such as H5 influenza, to wreak havoc, leaving us in the dust. This is where we went wrong and where we need to do better. (…) Influenza is not going to wait for politics or publications. We must do better now.” Kay Russo Veterinarian [Source](https://www.jdscommun.org/action/showPdf?pii=S2666-9102%2824%2900151-0)

Series_Grand

The Stock that would profit the most is Novavax $NVAX Why? Because RFK doesn‘t like RNA vaccines and Novavax ran the most during the covid pandemic. Additionally they have partnered with Sanofi so they have an experienced distributor. https://preview.redd.it/f02f6y31vuke1.jpeg?width=1179&format=pjpg&auto=webp&s=9d03c02a5dbbd3ff3fcc929f0b9b565fc3414884

mewalkyne

They're an RNA company and Republicans just announced they want to ban mRNA specifically.

pancakesvt

i need to resist selling my WOLFSPEED but its so friggin hard. i sold my RNA when it looked like this and i need to learn to"push and believe"

Firm_Swing

I have a list of companies I wish I had more money to invest in. What is your area of expertise? Always good to focus on industries you’re familiar with. Personally, the bulk of my account is in index funds, but I have positions in multiple sectors I find exciting. Nuclear energy and uranium mining, domestic lithium mining (more precarious with Trump, but long term I think for national security reasons we will expand production), and biotech. There’s multiple early stage companies developing RNA and gene editing technologies that have the potential to revolutionize medicine. Depends on your risk tolerance, but there are definitely companies with massive growth potential.

J2VVei

$1000 on $CAN $10 ON $DNA (Crypto) $1 on $RNA (Crypto) And $1 on $PURPE (Crypto)

terdferguson

Is your put strategy for the short term, then long term it go up with calls? Sorry, just trying to understand. Not sure about any disease x, I think you are referencing the Congo issue here. https://www.scientificamerican.com/article/mysterious-disease-x-outbreak-might-be-malaria-what-we-know/ There is also a growing concern about a potential for a quad-demic outside of that. https://news.sky.com/story/what-is-the-quad-demic-and-how-can-you-protect-yourself-13262850 Not sure what either of these have to do with company fundamentals or mRNA (messenger RNA not the ticker) vaccines in the short term for a squeeze? Vaccine development takes years. Again, just trying to learn more about how you view the investment value.

terdferguson

This post should be in another certain subreddit...puts on a company that specialized in RNA vaccines with a "planned pandemic" for "disease x" is some short bus level of analysis. I'm not fluent in options but puts are a bet the price will go down no?

anycept

I don't see how that is going to be different from any other seasonal shots sold by other pharmas. RNA vaccine isn't a cutting-edge technology anymore, there aren't capacity issues, pandemic logistics quirks were ironed out, there's no room for price gouging. What is there to make a big impact? Big pharma can't turn the stock around even with a revolutionary obesity treatment. I'm holding NVO and MRK like a regard, losing nearly 15% on each so far 🤷‍♂️

phatbob198

Happy cake day. Here's some additional text from the link under more information: >...By using such RNA molecules designed to be highly specific to its target—in this case, the male sterility genes in cannabis—the sprayer can control male flower formation using natural, endogenous mechanisms to the plant. This technology's high specificity also prevents off-target effects on beneficial organisms or humans. >Male sterility, a condition in which plants' male reproductive organs do not produce viable pollen, is also a crucial trait in crop breeding programs because it enables the development of hybrid seeds with superior yield, quality and uniformity compared to conventionally bred cultivars (e.g., F1 hybrid seed). Akin to the industry’s use of STS (silver thiosulfate) to induce male flowering, LeafWorks’ spray technology can be applied to plants to make 100% male-sterile seed lines for hybrid-line production... >How does it work? >This is a plant spray that you apply to the leaves, or anywhere on the plant. The highly specific RNA molecules that match target genetic sequences you want to silence are taken up by the plant and tell the plant’s natural silencing mechanisms to degrade mRNA transcripts so proteins are never formed... https://leafworks.com/blogs/news/rna-spray-cannabis-hermaphroditism-solution

Orennji

RNAi suppression is transient, so you'd need to spray throughout the entire flower phase to ensure no viable pollen is produced. And how systemic is the RNA delivery vehicle? If the spray must absolutely contact a male flower to be effective, even a few flowers that are not exposed can still ruin a grow.

phatbob198

>LeafWorks... has introduced a cutting-edge non-GMO classified RNA spray designed to control male sterility genes. This technology offers wide-ranging benefits, including mitigating the risk of cross-pollination and hermaphroditism and producing male-sterile plants for efficient hybrid seed production... https://www.reddit.com/r/weedstocks/s/FiU1wp8bLP

goodreadKB

In an unexpected twist, the scientists observed that the RNA from the SARS-CoV-2 virus – responsible for COVID-19 – triggered the development of a unique type of immune cell with anti-cancer properties. These cells, dubbed “inducible nonclassical monocytes (I-NCMs),” were found to attack cancer cells and could potentially be harnessed to treat cancers that are resistant to current therapies. These findings possibly explain the mechanism behind the reported regression of certain cancers following COVID-19 infection.

bdavid21wnec

$RNA

Ol_Maxxie_Solt_DB

I think it's more likely that GLP-1 agonists spur research into new mechanisms of action that work better with fewer side effects. For example, did you know over 50% of patients that start a GLP-1 drug discontinue treatment by Day 365? That's not very durable. Instead of mimicking hormones that make people want to eat less (which also causes them to lose muscle mass = bad for long-term immune health), we're likely to explore other ways to tackle obesity. In the last five years, researchers have discovered half a dozen genes linked to obesity, courtesy hundreds of thousands of genomes in the UK Biobank. Humans with loss of function mutations in these genes can be protected from obesity, type 2 diabetes, and cardiovascular disease. Because these are natural genotypes, recreating the effect with a genetic medicine shouldn't have very many side effects or cause loss of muscle mass. Almost all of these genes are expressed in multiple tissue types in the body, including adipose tissue (fat cells). There aren't any therapeutic modalities that can deliver into adipose tissues in clinical trials right now, although RNA interference will start in 2025. However, one of the genes with the most profound effect on obesity is INHBE -- and ~98% of expression occurs in the liver. If you could design the perfect obesity target for existing RNAi platforms, then it might be INHBE. Arrowhead Pharma is about to begin a phase 1 study in obesity targeting INHBE this month (November 2024). Novo Nordisk (via its 2021 acquisition of Dicerna) will be close behind. Eli Lilly is also heavily invested in RNAi. Short-term weight loss won't be as significant with INHBE inhibition, so comparisons to GLP-1 should be made with caution. But imagine an obesity drug that only needed to be take 2-4x per year, didn't make you lose muscle mass, and had potentially no side effects. That's where the industry is likely to focus.

Ol_Maxxie_Solt_DB

Independent biotech analyst here. Biogen is suffering from some self-inflicted wounds that dropped its positioning within its core competitive landscapes, but primarily neuro. While competition is inherent to drug development and investors often overestimate the risks, Biogen doesn't appear to have a best in class asset in any of its chosen domains. That's impressive. Despite having a late-stage neuro pipeline, the company didn't develop assets aimed at emerging targets or disease indications that led to a recent renaissance for the field. Companies like Karuna Therapeutics and Cerevel Therapeutics represent two of the largest acquisitions in recent years. Biogen chased some targets with good, but not great, science. It's now paying the price with relatively underwhelming results in Alzheimer's and depression. Similarly, the commercial potential of the antisense oligo (ASO) asset looks increasingly limited. That has more to do with how quickly RNA medicines have evolved, but Biogen could've moved more quickly or spread its bets better. The immunology pipeline isn't terrible and could provide momentum, but once again Biogen has relatively little exposure to newer modalities, like bispecific antibodies. It still has solid commercial potential, but it's easy to not get excited. Within the neuro pipeline, the LRRK2 asset (an antibody) could be competitive and have broad potential. But there will soon be competition from emerging assets in protein degraders (potential advantage of being taken orally) and RNAi (potential advantage of once quarterly or twice annual dosing). On top of all that, the business is relatively stagnant. Revenue decreased 18% from 2021 to 2023, while operating cash flow fell by more than half in that span. Both metrics have improved through the first half of 2024 though. TLDR The biggest knock on Biogen is that it hasn't been successful at reinvesting cash flows into productive or competitive R&D.

bdavid21wnec

Thoughts on $RNA

Objective_Ad3539

$RNA prairie dogging above that trendline. breakout imminent!

birdflustocks

2/3 Pfizer is developing a mRNA vaccine, but seems to be a bit behind Moderna and maybe CureVac/GSK: [https://www.pfizer.com/news/announcements/pfizer-reiterates-commitment-pandemic-preparedness](https://www.pfizer.com/news/announcements/pfizer-reiterates-commitment-pandemic-preparedness) That's probably why Moderna was awarded phase 3 US government funding and not Pfizer in a direct competition: [https://www.reuters.com/business/healthcare-pharmaceuticals/us-awards-moderna-176-million-produce-bird-flu-vaccine-2024-07-02/](https://www.reuters.com/business/healthcare-pharmaceuticals/us-awards-moderna-176-million-produce-bird-flu-vaccine-2024-07-02/) According to the licensing agreement, BioNTech would receive royalties from Pfizer: "In 2018, Pfizer entered into a worldwide collaboration and license agreement with BioNTech under which Pfizer has the exclusive right to carry out the clinical development and commercialization of mRNA‐based influenza vaccines. Upon potential approval and commercialization, BioNTech would receive a royalty on Pfizer’s sales." [https://www.pfizer.com/news/press-release/press-release-detail/pfizer-initiates-phase-3-study-mrna-based-influenza-vaccine](https://www.pfizer.com/news/press-release/press-release-detail/pfizer-initiates-phase-3-study-mrna-based-influenza-vaccine) The downside with BioNTech in contrast to CureVac and Arcturus is that they have way too much cash, which limits the upside. They also work on a Mpox mRNA vaccine. Seasonal influenza consists of influenza A and influenza B strains, while "bird flu" is influenza A. mRNA vaccines are less effective against influenza B, and Sanofi was publicly proven wrong by Moderna: "The biggest names in messenger RNA like Moderna, Pfizer and CureVac are all working on their own influenza candidates, but Sanofi used a vaccines investor event yesterday to spell out bluntly why those initial attempts to target the technology on flu just won’t work." [https://www.fiercebiotech.com/biotech/first-gen-mrna-flu-vaccines-wont-win-sanofi-execs-admit-they-retool-strategy](https://www.fiercebiotech.com/biotech/first-gen-mrna-flu-vaccines-wont-win-sanofi-execs-admit-they-retool-strategy) "Moderna (MRNA.O) on Wednesday said its flu vaccine had generated a stronger immune response against all four A and B strains of the influenza virus compared to traditional flu shots in a late-stage trial." [https://www.reuters.com/business/healthcare-pharmaceuticals/moderna-scale-down-manufacturing-covid-vaccine-2023-09-13/](https://www.reuters.com/business/healthcare-pharmaceuticals/moderna-scale-down-manufacturing-covid-vaccine-2023-09-13/) Now they had so much egg on their face that they had to do something, so now they improve their mRNA technology, but also cooperate with Novavax to improve their traditional vaccines with the Matrix-M adjuvant, which is actually great, just leapfrogged by mRNA technology. [https://www.novavax.com/what-we-do/matrix-m-adjuvant-technology](https://www.novavax.com/what-we-do/matrix-m-adjuvant-technology) [https://pubmed.ncbi.nlm.nih.gov/37113023/](https://pubmed.ncbi.nlm.nih.gov/37113023/)

XYHopGuy

ironically the opportunity with CRISPR is mostly in AI. Use CRISPR for massive knockout screens + barcode the guide, take measurements (imaging, RNA, whatever), repeat. Suddenly you have a massive dataset of knockout x phenotype that's fucking impossible to use with traditional statistics. Guess what's goes good with that? About 10k H100s.

BrilliantClarity

Machine learning has many applications that you might not be thinking of. An example is DNA/RNA where a large amount of data needs to be processed using ‘AI’ on NVDA compute. This sector will grow massively in the next 10-20 years

Richard_AIGuy

There’s not much to say here, it’s all about having the cash to finance the ongoing trials. SIL-204 has indication of a Phase 2/3 trial in 2026, and that will require several hundred million in funding. The LODER trial is ongoing and anticipates moving to Phase 3 soon. The difference is the details of the delivery mechanisms and level of optimization of SIL-204. PLGA is a promising delivery system, they have shown excellent biocompatibility. However, there are questions regarding the initial burst of drugs from PLGA microparticles. https://pubs.acs.org/doi/10.1021/acsbiomaterials.0c01228 However, I’m going to assume they have some sort of innovation for this. Or at least I would hope so. As it changes delivery timelines. As for siRNA technology, it’s promising. It’s more focused than something like miRNA, which is being trialed in other cancer drugs. It’s specifically focused on a given gene. The issue is that, or the *possible* issue is that it can have unintended consequences. Meaning, it can turn off genes that are close, but not targeted. Then you have all the other stuff, stability, negative charge making cellular membrane penetration difficult, and they’re large. But if they figure out that, or some of that, it is a promising technology. But it’s a brutally expensive technology, which means that possible clinical uptake could be somewhat difficult. And it requires ultrasound guided endoscopy, to be locally and directly administered. Not the only drug of its type, of course, but definitely a challenge versus IV or port introduction. I have some faith in various RNA technologies, if I didn’t, I wouldn’t have invested in Moderna pre-pandemic, and for cancer therapeutics over vaccines. The concern is cash. It’s an incredibly expensive endeavor. But that’s the nature of biotech, 95% of startups fail.

Tigeranium

RNA

Reasonable_Yard9906

Summary: Their lead candidate is a siRNA (small piece of RNA that suppresses mRNA, the recipe cells use to make protein) that suppresses expression of KRAS oncogene in pancreatic cancer. Phase 2 looks like 1-2 patients out of 20 that got their drug lived longer than all the \~20 patients that did not get their drug. Statistically underpowered. Preclinical data they injected the drug into tumors and it did not shrink tumors but altered growth. Analysis: Their drug does something, but not shocking. Also it's pre clinical biotech, i.e. they hemorrhage money. Wouldn't hold long term. Then again you have companies like SAVA with trials based on fraudulent pre-clinical data and it's still pumping. GLTA 

bdavid21wnec

$RNA - therapy's for tons of muscle dystrophy and successful. Possible BO target as well. Just released positive data for Duchenes. Will be fast tracked cause nothing exists. Money on the bank too

overroadkill

They are both [rna](https://en.wikipedia.org/wiki/RNA_virus) viruses. Oops. There goes your credibility. Apparently an uneducated boob can google better than you. Thats embarrassing.

Auer-rod

Holy shit bro, you just love to talk in circles. The strains it tested for were effective for 98% of cases. New strains came out which were less effective. Has there been less idiots like you around and actually got vaccinated, the pandemic wouldn't have dragged on as long as it did. I never compared it to the flu vaccine. Influenza and COVID are fundamentally different on a genetic scale. One is a DNA virus, the other is a RNA virus. The way they mutate is different. They never lied. Effectiveness changed as the viruses biology changed. That's not lying, that's transparency.

Ok_Group_7873

Of course short read will remain relevant for many applications. I am not sure if Pacbio's short-read technology will become a winner, a lot of competition in that part of the market. Appearantly the quality delived with their Onse system is very-high which can be good for some applications (e.g. liquid biopsy). I have yet to have a look to the data myself, and a lot will depend on price competitiveness. My expectations are higher for the long-read segment of the company. I disagree with you statement that long-read sequencing is only useful to build a reference. I have heard clinical labs thinking about completely replacing all their other pipelines with Pacbio WGS because of the ability to detect structural variants, repeat expansions, etc. Another great advantage is the ability to directly measure DNA-methylation, which is not possible with short reads. And then there are applications in the RNA-sequencing realm where full-length mRNA sequencing can find different iso-forms of genes. Long-read will not fully replace short-read sequencing anytime soon, but there is still a lot of market share to gain by use cases where it can provide much added value. As the instruments become more readily available at large facilities I definitely predict growth. The technology was selected as the Nature method of the year 2022 for good reasons.

bdavid21wnec

$GLW - fiber play with AI, just popped today cause they are gonna print money $GXO - logistics mostly in UK, Brad Jacob company $CRK - nat gas AI play, Jerry Jones owns like 70% RNA - biotech with huge potential $VFC - turnaround play $CPS - automotive rebound play Most of these need rates to drop before they 🚀

gwelfguy

CRISPR has been around for a while and I don't know what rabbit they're suddenly going to pull out of their hat. I'm betting on Moderna and the wider applicability of their RNA-based therapies for things like cancer. That's completely separate from the recent hit they took on the effacity of their RSV vaccine.

Tiiinygecko

Ps: I had money in LEVI, RCL, RNA as well, but sold each for over 60% gain each to take profits at the top 😉.

roastshadow

I agree in general that pharma is going to do well. Today, "AI" mostly Large Language Model. What is going to help with drug companies is the large scale modeling being done, the big simulations, super-fast DNA/RNA sequencing, and some of the other techs like mrna vaccines. But at the same time, pharma has an issue that most drugs don't have to be great at something, just better than nothing, and might have terrible side effects. Large database and modeling will help with being able to find medicines and treatments that are more likely to work with less side effects. It can help by taking a DNA sample from the patient as some DNA are more likely to have certain issues, immunities, or reactions than others. AI will help with assisting doctors and nurses. It can talk to a person to help figure out something before they talk to a doctor. It can be recording the doctors' notes in real time. It can help a doctor to diagnose issues and recommend treatments. Doctors cannot know everything. An AI won't either, but it is very likely capable of putting together more variables in a new way to give suggestions. So... in the future, you go to a doctor. You do some blood tests, a DNA test, tell them how you feel, they do other tests and stuff, a urine and feces test, and other tests. Then they feed all that into the LLM and it says, "there is a 39% chance that the patient has or is developing \_\_\_\_\_\_\_", test for that. No? Ok, there is a 31% chance it is \_\_\_\_\_\_. Test for that. And so on. There are a LOT of things that can be prevented but testing and scanning can be very expensive. But, if your DNA says that there is an 80% chance of X and a 10% chance of Y, then maybe an expensive test for X is warranted.

BrisketWhisperer

PFE is my play for slow growth, due to their pipeline of promising drugs, especially RNA cancer targets, which was recently bolstered by acquisition of Seagen. I believe there is potential for faster growth if something pops in clinical trials, etc. In the meantime, the stock is priced attractively, it's an old, successful company, and you can't beat the dividend for the present time. I'm adding shares as I'm able.

b0rtb0rtb0rtb0rt

Having a great product pipeline and research and development teams is an entirely different game than profitably operating fill and distribution networks and a management team that can finesse cost control, BioNTech may have the former, but its management is struggling to meet its financial obligations and is currently being sued as a consequence. (PhD in RNA Biochemistry with an MFA, worked in biotech and pharma for a few decades at a bench and a desk)

SPAC_Time

[ANEW MEDICAL, INC. Secures Key Patent in Europe for Human Klotho Gene RNA Slice Variant and Protein](https://www.globenewswire.com/news-release/2024/06/26/2904315/0/en/ANEW-MEDICAL-INC-Secures-Key-Patent-in-Europe-for-Human-Klotho-Gene-RNA-Slice-Variant-and-Protein.html) \- WENA WENAW WENA ( was RWOD ) just changed ticker Monday. Up 120% today to $3.60, 42 million traded.

Tigeranium

Buy RNA guys!

Early-Somewhere-2198

More biotech. RNA sept alny. Does this entire thread just don’t know biotech. Not surprised. Most are idiots to get biotechnology

Tigeranium

You might be missing out on LLY, VRTX, AMGN or even RNA.

lysergic_af

RNA ?

Uugly2

For June 17, 2025 I’m looking at a PMCC with RNA

bdavid21wnec

$RNA easy 3 bagger from where it’s at, buy after offering

National_Formal_3867

Thank you OP. I love how widely different and possibly highly profitable companies you brought to table. Will invest in RNA. Over 300% YTD increase. Very promising.

chlamydiamuncher

holy shit RNA up 40%

QuirkyAverageJoe

$RNA puts ❌

QuirkyAverageJoe

Short $RNA

bdavid21wnec

$RNA

JStanten

There a bunch of companies utilizing CRISPR tech. Many cas proteins (which is the thing actually cutting DNA) and many guide RNA designs. You’d have to get lucky and pick the right CRISPR company from the many that will develop a profitable product

b0rtb0rtb0rtb0rt

As someone who got their PhD working with RNA biochemistry in the 1990's, that's a funding program I am/was not aware of. You might be thinking of the NIH.

tenderooskies

and yet……. “Could mRNA vaccines be a wild card? During the Covid pandemic, messenger RNA vaccines — which are quicker to make because they don’t require growing supplies of virus — hit the market with incredible speed. But it’s not clear what role mRNA vaccines would play in a flu pandemic, if one were to occur soon. Both Pfizer and Moderna, the major mRNA players, are developing flu vaccines they hope to combine with Covid shots in a bid to boost flagging sales of the latter and grab a share of the pretty saturated seasonal flu vaccine market. Both have reported that for influenza A — H5N1 belongs to that large flu family — their vaccines appeared to induce immune responses similar to those seen generated by traditional flu vaccines. Moderna is currently testing an H5N1 vaccine, from the 2.3.4.4b subset of viruses, in people. That trial began last summer.”

Joebuddy117

Didn’t know they even had a COVID vaccine. Since most of us got vaxxed in 2020/2021 with Pfizer or Moderna, which were the only two options back then and are relatively safe. RNA vaccines are likely going to be the cure to cancer.

Confident_Guava_2568

RNA avidity biosciences

topazsparrow

failing needle aspiration, intravenous injection probability increases appreciably. During the pandemic, almost all health authorities and pharmaceutical companies adjusted policy to instruct staff NOT to aspirate needles - citing increased discomfort and potentially wasted doses. >potential blood clotting issues just as a COVID infection does Bingo. The Discernable difference here is that COVID predominantly localized in the respiratory system in a natural way. An intravenous/intra-arteial injection would be a systemic exposure across the whole body with a very high exposure in a very short amount of time. The spike protein (through natural infection or RNA instructions) is incredibly inflammatory to start with. Exposure to this in sensitive areas of your body (eg; heart) meant a very high potential for varying degrees of damage. The odds of accidental intravenous/intra-arterial injection is between 1 in 3400 and as law as 1 in 54000 depending on the study. Coincidentally, these numbers align very closely with the reported adverse event rates recorded for both mRNA and Adenovirus vector vaccines. Nobody talks about it though. Nurses in my social group always thought it was needless risky to instruct people not to aspirate the needles - cheap insurance.

JustGAFS

Merriam Webster 2019 vaccine noun vac·cine | \ vak-ˈsēn , ˈvak-ˌsēn\ Definition of vaccine : a preparation of killed microorganisms, living attenuated organisms, or living fully virulent organisms that is administered to produce or artificially increase **immunity** to a particular disease Merriam Webster 2024 vaccine noun vac·cine vak-ˈsēn ˈvak-ˌsēn pluralvaccines 1 : a preparation that is administered (as by injection) to stimulate the body's immune response against a specific infectious agent or disease: such as a : an antigenic preparation of a typically inactivated or attenuated (see ATTENUATED sense 2) pathogenic agent (such as a bacterium or virus) or one of its components or products (such as a protein or toxin) a trivalent influenza vaccine oral polio vaccine Many vaccines are made from the virus itself, either weakened or killed, which will induce antibodies to bind and kill a live virus. Measles vaccines are just that, weakened (or attenuated) measles viruses. —Ann Finkbeiner et al. … a tetanus toxoid-containing vaccine might be recommended for wound management in a pregnant woman if [greater than or equal to] 5 years have elapsed … . —Mark Sawyer et al. In addition the subunit used in a vaccine must be carefully chosen, because not all components of a pathogen represent beneficial immunological targets. —Thomas J. Matthews and Dani P. Bolognesi b : a preparation of genetic material (such as a strand of synthesized messenger RNA) that is used by the cells of the body to produce an antigenic substance (such as a fragment of virus spike protein) … Moderna's coronavirus vaccine … works by injecting a small piece of mRNA from the coronavirus that codes for the virus' spike protein. … mRNA vaccine spurs the body to produce the spike protein internally. That, in turn, triggers an immune response. —Susie Neilson et al. The revolutionary messenger RNA vaccines that are now available have been over a decade in development. … Messenger RNA enters the cell cytoplasm and produces protein from the spike of the Covid-19 virus. —Thomas F. Cozza Viral vector vaccines, another recent type of vaccine, are similar to DNA and RNA vaccines, but the virus's genetic information is housed in an attenuated virus (unrelated to the disease-causing virus) that helps to promote host cell fusion and entry. —Priya Kaur NOTE: Vaccines may contain adjuvants (such as aluminum hydroxide) designed to enhance the strength and duration of the body's immune response. 2 : a preparation or immunotherapy that is used to stimulate the body's immune response against noninfectious substances, agents, or diseases The U.S. Army is also testing a ricin vaccine and has reported success in mice. —Sue Goetinck Ambrose … many of the most promising new cancer vaccines use dendritic cells to train the immune system to recognize tumor cells. —Patrick Barry

Badgerv12

your wrong, the astra zeneca pushes its DNA into the nucleus. The adenovirus is engineered so it can’t make copies of itself, but the gene for the coronavirus spike protein can be read by the cell and copied into a molecule called messenger RNA, or mRNA. so basically its a gene therapy mrna

EvilBunny2023

Would this include RNA accounts?

Live-Law-5146

At the same time, they got liver disease, bleeding disorders, and so forth - including RNA and CRISPR therapies. On obesity front, they acquired Embark Biotech, got amylin analogs in mid-late stage clinical trials, and even invested in some 3. gen candidates. It is in an entirely different field than Lilly which is very focused on CNS/neuro-related disorders with inherent risks and limited markets. Mounjaro will surely perform better efficacy wise than Wegovy, but thinking Wegovy will not be the largest or second largest obesity drug is ludicrious. They were on market several years before, already gained huge momentum and recognition, and the TAM is way larger than any analysts predict. Curious to see their development, but I think it is crazy that Lilly has a larger market cap than Novo and the PE is insane compared.

SeaStorage6157

I’m a virus scientist. They’re named by morphology and physical properties. [virus taxonomy](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7150148/#:~:text=Virus%20taxonomy%20is%20a%20man,their%20biological%20and%20physical%20properties) Coronavirus, for example, being named after the crown like spike proteins that encapsulate its RNA. Influenza and Coronavirus are both RNA viruses, meaning they both mutate like crazy, but one is not a category of the other. They can infect the same hosts, and transmit similarly between vectors, not the same thing though. I may be a nerd but I’m still a regard. I’ll still buy your milk. H5N1 is much scarier to me than coronaviruses

DaliaMyLove

RNA is cool but data on only 16 patients that doesn't measure survival but immune activation.

BrisketWhisperer

Probably it's obvious, but Pharma is my most successful sector for investing, although I did get lucky with NVDA. I like Pfizer for its bargain price, plus the way they've positioned themselves in the RNA treatments for cancer pipeline. Nothing for certain, but the possibilities are intriguing, plus they're an old company, not just a flash in the pan.

Front_Cat_

Well the generics part of it because who can afford the real thing ever? Then they got an FDA approval and opened a new manufacturing plant.. then they got the RNA stuff.. I figured since there is a lot of controversy and side effects that this Abbie tech would be a big deal to some.. idk it’s why I bought it anyways, it was kinda random I think…

Front_Cat_

But like if you already invested in it, would you pull it or wait? I have $21 in gains lol. You don’t think this is going to make me a millionaire with the RNA sequencing?

HeadToToePatagucci

Started rambling about Biden injecting bill gates’ transsexual microchips via RNA vaccines and banning birth control most likely.

inkslingerben

Gene editing is a past bubble, like NFTs, RNA technology, nano machines, etc.

Tiiinygecko

RNA is up 55% since I bought it about six weeks ago 😎. A pity I bought such a small amount...

Johnnydundidit302

RNA call option

CokeOnCoochie

Quantum RNA Reverse Aging Population

Seletro

NVDA AI is a new paradigm. Infinite profit potential. No moat, no negatives, cannot go down. EVs were a new paradigm, and so were work from home, and RNA vaccines, and pot stocks, and solar panels, and networks and clouds. But now those are not a new paradigm, now we have a real new paradigm, and this time it's different.

Tiiinygecko

Made 13% on SMCI since I bought it on Monday. Made 13% on RNA since I bought it last week. Made 35% on PANW since I bought it last summer. 

Wonko-D-Sane

Oh I was just thinking of oxidizing hydrogen and making new water... not that left over dinosaur pee that's sloshing around in the puddles all salty with virus RNA and other seasonings.

AdmirablePlastic2018

Problem with Biotech is it’s so damn competitive. Crspr came out with a cure that they’re charging 2 million dollars for because it’s not just a pill. Still years away from easy and cheap treatment for genetic disorders and there are so many companies doing RNA editing research it’s not even funny. I have like $30 in CRSPR because I also think they have decent potential, but it’s nowhere near becoming an Abbvie or a Johnson and Johnson

Effective_Executive

The most common answer will be your typical defense and aerospace stocks, such as LMT, NOC, RTX, and so on. But in 21st century warfare, these might not be the right choices. Digital warfare and security is increasingly important, and cybersecurity firms could see the most growth. Prominent US cybersecurity companies include Palo Alto Networks (PANW), CrowdStrike (CRWD), and Fortinet (FTNT). These stocks have massively outperformed the traditional defense sector since the onset of the Ukraine War. Depending on your outlook and analysis of worst case scenarios, Moderna (MRNA), Novovax (NVAX), and other RNA based biotechnology companies such a might be worth considering due to tail-event biotech weapons.

Ohmaygahh

hurray Measles RNA mixes with mutant Rona. Best timeline ever.

Dehydratedgarlic

I was so busy watching everything else, I missed RNA being up 18-20%. Nice!

United12345

can always buy the dip. Three important notes 1. **Collaboration with Tempus**: Recursion has gained preferred access to Tempus's large oncology datasets, which span DNA, RNA, and health records, for developing AI models in therapeutic discovery. 2. **Partnership with NVIDIA**: Recursion is expanding its supercomputing power with NVIDIA's support, aiming to make its BioHive-1 supercomputer one of the world's top 50, enhancing drug discovery capabilities. 3. **Updated Bayer Collaboration**: Focuses on precision oncology programs, where Recursion will leverage its advanced capabilities for novel target identification in oncology, potentially initiating up to seven program still don't think they will make enough money for the upcoming quarter for a bigger spike in the stock. I want it to dip so I can buy shares and hold them for a few years

sigmatrophic

Okay try talking out of your mouth vs your ass... you don't get it. We have drugs that can drive viral load down to undetectable levels... we have done bone marrow transplants and see undetectable for 1-2 years and then it comes back... you know because it hides... it hides in tissues that are really hard to treat... nerve tissue, brain... and at it causes chronic inflammation... you know we know... even on HART most HIV patients have leaky gut syndrome. But HIV is kind of a shitty virus... you need actually quite a bit of viral load to get infected and its weak as shit... if you start HART 72 hours of exposure you likely won't get it... a vaccine based on MRNA to detect and protect against RNA based viruses is a very good shot or working... once you have it.. very difficult to get completely rid of... but retrain the immune system maybe have a shot... not forget then we might.. this is a gross simplication. I'm a fan a CRISPR which is kind of similar when you simplify it... but it's not as straightforward as retaining the immune system... also don't bullshit me with mutations and variants... I know them all... most are garbage and not virrulents.. some are a pain K-103 but we know what they are by now.

shamen_uk

Thanks, mea culpa on calling it a protein :facepalm:. I have edited. I am currently fighting within my healthcare system for access to a modern biological drug (actually a protein), but all I can get right now is Pred and DNA&RNA inhibiting small molecule drugs from the 1950-60s with high toxicity profiles. So low toxicity proteins that are biosimilar to natural human proteins are in my head right now. Well it's interesting, it seems that say with the COVID vaccine, a very small number of people did have an inflammatory response to it in heart and lungs. But then unvaccinated people who did get actually get COVID had heart and lung inflammatory responses as well. At even higher rates. So perhaps there's a genetic predisposition to this inflammatory response for that group of people. And unfortunately, the subset of the spike protein that the mRNA was encoding causes that response. It's likely to say that on a population level, it would be safer to take the vaccine than not during a pandemic. But obviously better to have no vaccine if you could completely avoid contracting COVID. And at least in my country (the UK) there was a lot of hesitancy to give the vaccine to young people. And I understand why. But ultimately, people are confusing the topic here. The problem with covid is covid specific - it was done quickly and a involved a replication of a novel pathogenic virus. The problem was the virus itself, and the speed to market. Not the mRNA technology. With a carefully crafted mRNA that spends decades in development - and one that is targeted at a cancer cell (which itself is not a foreign entity) - and one that is individually edited for your specific cancer , you could hypothesise that this is likely the safest possible technology for curing cancer. But people are scared of it because it sounds "advanced/weird" and its association with covid vaccines. I just wish we could leave covid out of the equation altogether and talk about the fact that with deep and long research into mRNA we could have clean, low toxicity cures for cancer. Where you have a massive stage 4 tumour for instance and you take the mRNA vaccine and it disappears as if it never existed. And you feel absolutely fine throughout. That's the possibility, and we're at the early days. Given time and research this is the future. 1 in 2 of us will get cancer and I fucking hope this tech is mainstream asap.

montybeta

https://altamiratherapeutics.com/science. Look under investors and media and search for press releases. They announced their switch into RNA therapeutics back in early 2022 (maybe even late 2021 when they had begun working on the Semaphore/Oligophore project).

montybeta

Theres also news of investor/business update on Monday. (possible Merger Monday?). Also, the company is down almost 90% YTD. People are hoping it shoots back up to it's 52Wk high. My reason for investing is purely fundamental based, so can't offer you much guidance on its short term movement. But if you're looking for a biotech company with tremendous potential in RNA therapy, I'd look no further. Yes, the financials are not great, but it is in infancy as it just pivoted into RNA therapy from a different endeavor altogether.

SunnySideUpForever

Could it go a lot higher? Sure, it's got the relatively low float for it and the volume. But it could also drop +50% tomorrow on news of an offering. You need to exercise some level of judgement with these ones. CYTO just entered the RNA space and that means they're going to need money, and lots of it, in order to better position themselves.

sdedar

That’s a good point. They do hold several patents related to DNA/RNA processing and molecular manufacturing.

JLiverless

The DNA/RNA/CRISPR-editing stocks have been moving (rising) as a group for the last few days, after horrendous declines in 2022 and 2023. I had bought CRISP, NTLA, EDIT and BEAM. I sold three for huge loss at year-end. The current move is mainly because CRISP had its expensive sickle-cell anemia DNA drug approved by the FDA for advanced cases. Front page article in USA Today.

montybeta

Micro cap: CYTO. Company has pipeline products and are in the process of switching gears to RNA therapy.

h_murr

If y'all don't wanna read they've found a possible better way to treat metastasized cancers using RNA. Having a mom's who died due to her breast cancer metastasizing....I learned that breast cancer is almost guaranteed to metastasize. This treatment could lead to huge gains for the company and humanity alike.