hardlesson
6 days ago
To your points SLCJD: Advancements in Cell and Gene Therapies
"The momentum behind cell and gene therapies continues to gain steam, particularly with exciting developments in treating conditions like type 1 diabetes. Recently, for example, Sana Biotechnology announced promising data in one patient in a first-in-human allogeneic cell therapy for type 1 diabetes — without immunosuppression.
And Bayer, together with our subsidiary BlueRock Therapeutics, announced plans to initiate a Phase III trial for its allogeneic investigational cell therapy for Parkinson’s disease, based on compelling data from the Phase I trial.
These examples, among others, are creating high hopes for cell and gene therapies, as they begin to demonstrate positive human data."
5 Insights From The 2025 JP Morgan Healthcare Conference
https://www.forbes.com/sites/juergeneckhardt/2025/01/16/5-insights-from-the-2025-jp-morgan-healthcare-conference/
And: An Increase In Dealmaking Activity
"One of the most notable trends is the resurgence of dealmaking in the pharmaceutical sector. In 2024, we saw 106 biotech venture deals exceeding $100 million, signaling a bounce back from previous downturns. The trend toward larger deal sizes is likely to continue as companies seek to bolster their pipelines amid a looming patent cliff for many drug developers. With an estimated $400 billion in revenue losses expected from patent expirations between now and 2033, the urgency to refill pipelines is great. This year, I predict we will witness an uptick in both early and late-stage asset acquisitions, like Eli Lilly’s acquisition of Scorpion Therapeutics, as companies look to secure innovative therapies that can make a significant impact on patient care. That said, the larger financing sizes will also be tied to ensuring companies pass critical testing milestones."
And taking a look backward:
Coastar Therapeutics to Present in JP Morgan Conference Events
SAN DIEGO, January 5, 2023 – Coastar Therapeutics Inc., a biotechnology company developing novel delivery technologies to supercharge cell and gene therapies, announced that it will be presenting at events of the 42nd JP Morgan Healthcare Conference, January 8-11 in San Francisco.
Coastar’s innovative cell membrane coating technology platform enables a wide range of biological payloads to avoid immune clearance and be successfully delivered to disease targets. The technology can lead to increased efficacy, reduced toxicity, lower cost and more applications in cancers and other diseases.
“We are truly excited to be presenting during the JP Morgan week of events.” said Eddie Y. Chung, CEO of Coastar Therapeutics, “In the past 12 months, the Coastar team has made tremendous progress in developing our erythrocyte membrane based gene delivery platform. From local injection to systemic delivery, from viral to non-viral payloads, from oncology to gene therapy, we are generating important data and achieved great levels of efficacy and precision in delivery. I look forward to meeting and sharing our progress with colleagues and partners at JPM.”
“JPM is the week of premier events where the entire industry convenes and deals are made,” said Dr. Chongyang Luo, Chief Operating Officer of Coastar, “We are excited to meet up with our current and prospective partners. The industry realizes that effective and targeted gene delivery is a bottleneck to better and cost-effective therapies. Coastar is on track to break the bottleneck and supercharge cell and gene therapy.”
ABOUT COASTAR THERAPEUTICS
Coastar Therapeutics Inc., is a San Diego based company developing biological payload delivery technologies for cancer and gene therapies. The company’s proprietary ENHEnSTM and eLNPTM technology can coat cell membranes on biological payloads to help them evade recognition and clearance by the immune system and be successfully targeted to tumor or other disease sites. The company is working with a number of global partners to help deliver their drugs.
SOHM, Inc. and Coastar Therapeutics Sign MoU and Announce Collaboration to Revolutionize Genome Editing Using Red Blood Cell Membrane Derived Carriers
https://www.otcmarkets.com/stock/SHMN/news/SOHM-Inc-and-Coastar-Therapeutics-Sign-MoU-and-Announce-Collaboration-to-Revolutionize-Genome-Editing-Using-Red-Blood-Ce?id=435326
https://x.com/sohminc/status/1874344120971587899
https://x.com/sohminc/status/1856048539803230341
"We are pleased to share that the company is successfully negotiating with a diverse range of companies, from the top 10 pharmaceutical giants to small private firms, regarding the ABBIE kits. Detailed information will be provided once we finalize the contracts, sales, delivery methods, and purposes, which we anticipate will occur in the coming weeks.
The interest and attention our breakthrough gene editing technology has garnered, particularly in its application for drug development, is truly gratifying. We continue to explore new opportunities and are organizing several lunch-and-learn sessions throughout the fourth quarter to prepare for revenue growth in 2025."
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That was Nov 11, 2024. 10 weeks ago. We are overdue, imo.
Myth
2 weeks ago
I tend to agree with that JD, but no one knows where ABBIE is headed. The OS for instance could be lowered with some serious share buyback, yeah, someone had to say it, might as well be me. Initial sales, if good, could pay for that easily.
SHMN shares are not being introduced to the right people by the co. Are they trying ?
With ABBIE having so much potential it boggles my mind that anyone that follows genome editing technology would not want to invest.
Especially at triple 7.....
hardlesson
3 weeks ago
I have too. The video says a mouthful. I was going to ask someone to create a transcript from it, and would like a PR of the contents even better.
Aguillar said things not yet fully elaborated. Like the ongoing collaborations with Stanford, Coastar, and Universal Sequencing.
11 patents applications/approvals...up from 4 the beginning of 2023.
He was also noticeably animated when he mentioned they have one of "the best patent IP firms, Knobbe Martens." (Something only mentioned before in filings.)
(More could also be mentioned about his confirmation of continuing Brainwise orders, and the development of IProlec, though of lesser concern to me than ABBIE)
Also, Manufactuting license in California for Carlsbad, and Wholesale license in New Jersey.
(Significance yet unknown as related to Levitiracetam)
So much to mention...thus a transcript of the video would be nice.
Passing mention...San Diego is still "under consideration" pending manufacturing ok from the city of San Diego.
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As you can see, I've been thinking about the video too, all the above is off the top of my head, as I've watched the video several times like you.
Thanks for your post on the mentioned 3 possibilities. We are so overdue for a game changing PR, imo. Respects SLC-JD.
SLC-JD
3 weeks ago
I've been thinking a lot about this video over the last few days...
There are 3 main reasons to pursue a robust patent portfolio:
1) 'offensive' - The company has created or acquired a novel invention, wishes to monetize it through direct sales or licensing, and wants to make sure that its competitors cannot utilize it (this use case also applies to patent trolls)
2) 'defensive' - The company has created or acquired a novel invention, wishes to monetize it through direct sales or licensing, and wants to make sure that its competitors cannot deprive them of the ability to do so.
3) 'blue sky' - The company has created or acquired a novel invention, and while it may not be positioned to monetize it fully, acknowledges that it is a thing of value which may be desirable to others and moreover, may make the company a more desirable acquisition target.
I imagine the coming months will help to clarify which of these positions is being undertaken by SHMN, but my gut keeps telling me that we're probably looking at number 3.