Editas Medicine and CRISPR Therapeutics are both gene-editing companies that focus on developing therapies using CRISPR-Cas9 technology.

  Let’s explore their differences and where they stand in terms of DNA editing technology:

1. Editas Medicine:

   • Market Cap: Approximately $4 billion.
   • Gene Therapy Candidates:
     • EDIT-101: In phase 1 trials, targeting a hereditary retinal disorder that can cause blindness in infants.
     • EDIT-301: Under development to treat sickle cell disease (SCD) and beta thalassemia, both hereditary blood disorders.
   • Potential Impact:
     • EDIT-101 could address a condition affecting over 30,000 patients.
     • EDIT-301 targets SCD and beta thalassemia, conditions with a significant patient population.
   • Financial Position: Editas has about $500 million in cash on hand and raised additional funds to support its operations.

2. CRISPR Therapeutics:

• Market Cap: Approximately $5 billion.
• Gene Therapy Candidates:
  • CTX001: Already has data from clinical trials for treating beta thalassemia and sickle cell disease.
  • Oncology Pipeline: CRISPR is also specializing in immuno-oncology.
• Potential Impact:
  • CTX001 has shown promise in treating blood disorders.
  • The oncology pipeline expands CRISPR’s reach beyond rare genetic disorders.
• Financial Position: CRISPR is in a slightly better financial position than Editas.
3. CRISPR Therapeutics is further along in terms of clinical-stage development, with data on its key gene therapy candidate already available. Given its potential market reach and financial stability, CRISPR appears to be a safer choice for investors. 
4. However, in the long term, it’s challenging to predict which company will ultimately be the better stock. 
5. Both companies contribute to the exciting field of DNA editing technology, and their progress is closely watched by investors and researchers alike. 
6. Editas is now followed by a number of analysts including, Citigroup, Morgan Stanley and Barclays. These three have price targets between $9 and $15 per share at this writing!
7. While Editas Medicine and CRISPR Therapeutics are both prominent players in the field of gene editing technology. Let’s explore some of their competitors

8. 1. Verve Therapeutics: Based in Cambridge, Massachusetts, Verve Therapeutics focuses on revolutionizing cardiovascular disease treatment by moving away from long-term maintenance and single-course gene-editing therapies. Their initial research centers around PCSK9 and ANGPTL3, two genes that control blood lipid levels1.

   2. eGenesis: Also located in Cambridge, Massachusetts, eGenesis has developed a gene editing and genome engineering platform with the goal of transforming the treatment of critical diseases through solid organ and therapeutic cell transplantation.

   3. Bluebird Bio: While not directly competing with Editas and CRISPR Therapeutics, Bluebird Bio is a significant player in the gene editing field. They have already commercialized near-curative or curative therapies for sickle cell disease (SCD) and have a curative treatment for transfusion-dependent thalassemia (TDT) on the market2.

   4. Other Emerging Players: Beyond these specific companies, there are numerous other biotech firms and research institutions actively working on gene editing technologies. The landscape  dynamic, with ongoing advancements and collaborations driving innovation across various industries worldwide.

   Editas Medicine $EDIT has pioneered the use of CRISPR technology to develop innovative genomic medicines, potentially transforming the treatment of a wide range of genetic diseases

   "The rapid and complete resolution of aggressive MSS colorectal cancer tumors observed in this study is unprecedented in the field" says the author Dr. Kasi

In Bio Science, there is a race for better Gene sequencing and genomics technology!

Adaptive Biotechnologies (ADPT on Nasdaq) is making significant advancements in biotechnology, focusing on harnessing the adaptive immune system for diagnosing and treating diseases

Ginkgo Bioworks is building out their BioManufacturing Foundry platform which mimics the building of semiconductor foundries of yester year!

 78.63% of #GinkgoBioworks ( $DNA) stock is owned by #Institutional #investors.

Here are some of the major institutional shareholders:

ARK Investment Management LLC owns a significant number of shares in Ginkgo Bioworks Holdings, Inc. (NYSE: DNA). As of the most recent filings, they held 182,192,185 shares during the 3rd quarter of 2023. 

Additionally, in the 4th quarter, their holdings increased to 198,606,619 shares

Equitec Proprietary Markets LLC: Holds 672,488 shares (0.5% of the portfolio). Sumitomo Mitsui Trust Holdings Inc.: Holds 55,865,048 shares (2.595% of the portfolio).

(Note: M. Potter who served as President, Chief Executive Officer, and Chair of the board of Sumitomo Pharma America, and as the Chief Executive Officer of Sumitovant Biopharma, the parent company of five biotechnology companies, was added to the board of Ginkgo BioWorks on April 29th) Salem Investment Counselors Inc.: Holds 4,758,585 shares (0.221% of the portfolio). Vanguard Group Inc.: Holds 132,780,095 shares (6.169% of the portfolio). Lingotto Investment Management LLP: Holds 8,511,301 shares (0.402% of the portfolio). Additionally, during the previous two years, a total of 228 institutional investors and hedge funds held shares of Ginkgo Bioworks.

Some of the most heavily invested institutions include Baillie Gifford & Co., ARK Investment Management LLC, and Nikko Asset Management Americas Inc.. Institutional investors play a significant role in Ginkgo Bioworks’ ownership structure, with a mix of large investment firms and hedge funds holding substantial stakes in the company

Founded in 2008 by five #Scientists from #MIT, Ginkgo Bioworks is headquartered in #Boston. Their mission is to use #Biology to grow better products across diverse markets. They have developed a cell programming platform that enables the growth of biotechnology. Ginkgo’s platform allows for programming cells and designing organisms that behave in pre-defined ways. They work with various industries, from food to fragrance to pharmaceuticals. - - - - - - -

#Ginkgo collaborates with various organizations and companies like:

Pfizer

Pfizer has entered into a multi-target RNA discovery collaboration with Ginkgo Bioworks, cell engineering.

 In this partnership, Pfizer will leverage Ginkgo’s proprietary RNA technology to advance the discovery and development of novel RNA molecules across priority research areas. 

The collaboration is valued at a total of $331 million across three distinct programs, and Ginkgo Bioworks is entitled to potential downstream value in the form of royalties on sales

Ginkgo also collaborates with these partners:

#Motif #FoodWorks: Changing the future of #food. #Bayer: Designing #probiotics for plants. #Allonnia: Enabling bioremediation solutions. #Aldevron: Supporting the #Vaccine #SupplyChain. #Cronos Group: Unlocking potential in #Cannabinoids. #Synlogic: Engineering living #Medicines. #Moderna: Optimizing vaccine processes. #IARPA: Protecting valuable technology. #Robertet: Producing cultured ingredients. And more

Keep in mind the companies that collaborate with Ginkgo Bioworks to advance synthetic biology:

1. OneOne Biosciences

   , a French biotech startup, is developing a comprehensive suite of agricultural microbial solutions. They have partnered with Ginkgo Bioworks to leverage their robust ag biologicals infrastructure, biotechnological expertise, and Strain Optimization Services. The collaboration aims to accelerate OneOne’s research and product development in agricultural microbial solutions, including a novel solution for production and delivery of ag microbials through the OneOne Multiplier™1.

2. Synlogic: collaborates with Ginkgo Bioworks to develop a pipeline of novel “living” medicines based on engineered probiotics. They utilize Ginkgo’s cell programming platform to create innovative treatments.

3. Biogen:

    and Ginkgo Bioworks have announced a gene therapy collaboration. Their goal is to redefine the industry standard for manufacturing recombinant adeno-associated virus (AAV)-based vectors3.

4. Pfizer: Ginkgo Bioworks has a collaboration with Pfizer to advance the discovery and development of novel RNA molecules across priority research areas using Ginkgo’s proprietary RNA technology4.

Ginkgo has also acquired competitors like Zymergen etc, and have a serious "first mover" advantage in the field as they continue to build a "moat" around their business that few if any, will be able to copykey points:

1. Sustainability: Ginkgo’s platform enables leading pharmaceutical, food, and agriculture companies to develop more sustainable solutions. As the world increasingly looks to synthetic biology for emissions reduction and supply chain resilience, Ginkgo’s role becomes more critical.

2. Biosecurity:

   Ginkgo’s biosecurity business unit, Concentric, is working on building infrastructure to monitor biological threats. They collaborate with organizations like the Centers for Disease Control and Prevention (CDC) to enhance pathogen monitoring and develop tools to prevent misuse of engineered biology.

3. Employee Ownership and Care: Ginkgo is committed to thoughtful deployment of its platform. They’ve established a Caring Committee to assess potential impacts of their activities and integrate a Cost, Caring, and Risk Assessment (CCRA) process

4. How to invest in Robots and Robotics going forward, through the back door method!

5. "The rapid and complete resolution of aggressive MSS colorectal cancer tumors observed in this study is unprecedented in the field" says the author Dr. Kasi