Beam Therapeutics IncNew CRISPR tool expands addressable market; Beam may benefit from delivery infrastructure.
A newly discovered CRISPR-based tool that destroys diseased cells by shredding their DNA is generating excitement in scientific circles, with potential long-term implications for gene-editing companies like CRISPR Therapeutics, Intellia Therapeutics, and Beam Therapeutics. Unlike traditional gene editing, this programmable cell-killing approach reads a signal unique to a diseased cell and cuts its DNA into fragments faster than the cell can repair, leading to cell death while sparing healthy cells. A May paper in Nature showed the therapy cutting lung cancer cell growth by about 50% in a lab dish, matching the chemotherapy drug cisplatin, and a June Nature paper extended the approach to target a gene mutated in 40% to 50% of all cancers. None of the major public CRISPR companies currently have this technology in their pipelines, though private German biotech Akribion Therapeutics is developing a program targeting HPV-positive head and neck cancer. The new papers significantly expand the addressable market for CRISPR-based medicine, and the incumbents may have an advantage due to their existing drug-delivery infrastructure.
Beam Therapeutics IncNew CRISPR tool expands addressable market; Beam may benefit from delivery infrastructure.
Crispr Therapeutics AGNew CRISPR tool expands addressable market; CRISPR Therapeutics may benefit from delivery infrastructure.
Intellia Therapeutics IncNew CRISPR tool expands addressable market; Intellia may benefit from delivery infrastructure.
Vertex Pharmaceuticals IncAkribion is developing a program using this new approach for HPV-positive head and neck cancer.