Top Tweets for #CAPSID
@GothamGirl_1 @Corona_N_Lyme @sandymacrae23 @SangamoTx @JohnMarkels I agree in part. That said, $RHHBY and $LLY likely have strong interest in $SGMO ’s STAC-BBB #capsid.
But its real value begins only once it is validated in humans (#prion disease).
That creates some shared interest and should make some form of financing possible.
@Franca_ole It seems highly unlikely that @genentech would file an #IND for $SGMO ’s STAC-BBB #capsid before any human data exist. The first clinical testing will likely be in #prion disease, probably not before the end of this year.
$RHHBY @SangamoTx
@yusufhameed @SP28947316 BP keep waiting for $SGMO’s STAC-BBB #capsid to hit the clinic (first shot likely in #Prion later this year).
The NHP data look strong, arguably better than several competitors, but the only proof that matters is human data. If it’s well-tolerated in patients, it’s a no-brainer.
@mehtamanal @sandymacrae23 If the @SangamoTx / @AstellasUS speculation is right, the biggest synergy is in the manufacturing of the AAV-derived STAC-BBB #capsid.
$ALPMY uses it too, and $SGMO plans to does #prion disease in 2H26.
Contract manufacturing for $LLY and $RHHBY (@genentech) is also thinkable ..
@mehtamanal @sandymacrae23 Thoughts/Speculation on @SangamoTx #Fabry deal/partnering:
My hunch is that a #VC partner is more likely than BP partner..
If anything $SGMO is “built” for #BP partnering, it’s #CNS #Capsid #MINT that still need clinical execution and $$$
https://t.co/1463EoWxPu
Solid Biosciences Licenses Use of Next-Generation Capsid AAV-SLB101 to Andelyn Biosciences
AAV-SLB101 is a rationally designed #capsid developed for enhanced skeletal muscle, cardiac tropism, and reduced biodistribution to the liver
@Solid_Bio @AndelynBio
https://t.co/8hrXUki1Kf
@JoshInvestValue Dear @JoshInvestValue : EVERY adeno-associated virus ( #AAV) has a #capsid.
Based on $SGMO’s poster presentation, I assumed they’re using either STAC-102 or STAC-103 for this program.
https://t.co/VawB1T5cRe
@JoshInvestValue Both are in-house-developed ( $SGMO ) but very different #AAV #capsids:
🔹 For #pain — ST-503 uses #capsid STAC-102 or STAC-103 for #intrathecal delivery.
🔹 For #prion and #tauopathy programs - STAC-BBB, an intravenously administered BBB-crossing capsid.
@JoshInvestValue The demonstration of good tolerability after #intrathecal administration of a novel #Capsid and the first (ever?) Zinc Finger #ZiFi #ZFP suppressor in humans, certainly in the #CNS already represents an important milestone in itself.
$SGMO #Pain
$NVS hiring to expand AAV #capsid #engineering platform. This role will drive innovation in AAV capsid engineering and vector characterization, used in the development of next-generation #gene #therapies for #neuromuscular and #neurogenetic diseases.
re $SGMO + Roche STAC-BBB
#Roche slide on neuro development
is RG6434 $SGMO ?
$SGMO @ Conference in Fabruary 2026
#AI IN #BIOPHARMA: UNLOCKING POTENTIAL
#Astellas says Within #gene #therapy AI is being used to optimize plasmid DNA sequences and drive #capsid #evolution in #collaboration with external partners”
Astellas says $SGMO #AI +machine learning playing transformative role in res.+develop+manufacturing at Astellas
Within #gene #therapy AI is being used to optimize plasmid DNA sequences and drive #capsid #evolution in #collaboration with external partners”
https://t.co/l8hTTFZsdT
@Scooter0732 @meangenebio @GamalielBaer @Soeren_Berlin @SangamoTx @genentech @Roche @AstellasUS One doesn’t exclude the other: This #pain study also has a super-fast readout and marks the first in-human test of @SangamoTx #zincfinger #repressor approach. However, it uses a different #capsid delivered #intrathecally, not intravenously like STAC-BBB.
$SGMO #ZiFi
@DJTblows69 @Soeren_Berlin @meangenebio @GamalielBaer @SangamoTx @genentech @Roche @AstellasUS All great points! Prion disease is so devastating it kills in 6-8 months, so any survival boost is amazing news.
Also, if STAC-BBB #capsid shows no direct adverse effects, that’s fantastic for its future and most likely triggers milestones from $SGMO STAC-BB licensees...
@meangenebio @GamalielBaer @Soeren_Berlin From @SangamoTx angle, #PRION is basically a rapid #readout and their very first in-human trial of the STAC-BBB #capsid. If this capsid proves well-tolerated, it’ll likely trigger milestones from @genentech / @Roche , @AstellasUS, and Eli Lilly.
$SGMO $LLY $RHHBY $ALPMY
@BiotechAnalysst Sorry, that’s not how it works. You can’t just mix a #capsid with different #cargo. These things require careful studies. Maybe it’d be different with an approved delivery platform—but rushing it like that risks your reputation, and that’s not how $SGMO works.
@zeusPharma @blackswantrader I totally agree! Nevertheless, for @genentech / @Roche, it should be much easier to file an #IND including the #STAC_BBB #Capsid once it has already been tested and administered in humans — as will happen in 2026 in @SangamoTx’s #prion trial. $SGMO $RHHBY
@Soeren_Berlin @blackswantrader $SGMO: NOT expecting any further dilutions. Next cash-generating events should be the #Fabry deal, and the filing & approval of the Fabry #BLA. At any time, new #capsid deals, a new #ZiFi repressor, or even a #MINT-based deal or a #HemA deal could emerge.
@blackswantrader After partnering, it’s the partner’s responsibility to communicate. I believe we’ll first hear when #IND(s) are filed — not likely before $SGMO proves #Capsid safety in humans (#prion trial 2026). Positive #STAC_BBB safety data may trigger milestone payments from partners.
@BiotechAnalysst @sangamo webinar June 5th demonstrating how combined power of potent zinc finger repressors (#ZFRs) and proprietary STAC-BBB #capsid create a promising potential one-time intravenous treatment for prion disease. $SGMO #ZiFi
https://t.co/SaJ5Yr1ADz
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