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Re: Deep Dive LNP reportThis report, authored Auguts 2016, is the best summary of the state-of-the-art in LNPs that I have seen. The LNPs are still in development for larger payloads and it appears to me that there are significant differences between approaches. The report was written by a Jeffries analyst, Gena Wang, whose Phd is chemistry or similar I expect. The main theme of the report is that LNPs will be good for CRISPRS because LNPs are better than AAVs in immune response, manufacturability, and payload size (10kb max vs. 4.7kb max for AAvs). But the report goes on to say that the Aug 2016 LNP state-of-the-art is not yet able to handle the protein portion of the CRISPR payload. The guide RNA is fine as a payload but when the cutting protein is added there are problems. Seems like a report written to support the stock price of CRISPR companies. Also noted is jeffries buy recommendtions for Alnylam and Discerna. Looks to me like LNP still has a lot of moving parts in the sense that the best LNP design is still some years away. Perhaps that is why Sandy Macrae has suggested a five year timetable for LNPs in humans at SGMO. |
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