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STAT+: Can Erasca be biotech’s next big thing? We’ll see
This is the online version of Adam’s Biotech Scorecard, a subscriber-only newsletter. STAT+ subscribers can sign up here to get it delivered to their inbox.
I wore my Tottenham Hotspur hoodie while shopping at Market Basket last Sunday. One fellow shopper laughed at me. He must have been an Arsenal fan. But another guy commiserated.
If none of this means anything to you, I’m sorry. My favorite soccer team is circling the drain and I feel sad.
The promise of a better pan-RAS inhibitor
Erasca has been described as the poor man’s Revolution Medicines. Impoverished doesn’t exactly fit, not with Erasca’s market value nearing $7 billion on the promise of a better pan-RAS inhibitor for pancreatic cancer. But RevMed’s value now tops $30 billion, so you can see why biotech investors are motivated to find the next big thing.
Whether Erasca is worthy of that description will become clearer in May when the company reports initial results from an early stage study of its drug, called ERAS-0015.
“RevMed has been a real pioneer in this space,” Erasca co-founder and CEO Jonathan Lim told me when we spoke on Tuesday. “What a day it was last week seeing their data with 13.2 months of median overall survival. It’s great for patients with pancreatic cancer.”
This is the online version of Adam’s Biotech Scorecard, a subscriber-only newsletter. STAT+ subscribers can sign up here to get it delivered to their inbox.
I wore my Tottenham Hotspur hoodie while shopping at Market Basket last Sunday. One fellow shopper laughed at me. He must have been an Arsenal fan. But another guy commiserated.
If none of this means anything to you, I’m sorry. My favorite soccer team is circling the drain and I feel sad.
The promise of a better pan-RAS inhibitor
Erasca has been described as the poor man’s Revolution Medicines. Impoverished doesn’t exactly fit, not with Erasca’s market value nearing $7 billion on the promise of a better pan-RAS inhibitor for pancreatic cancer. But RevMed’s value now tops $30 billion, so you can see why biotech investors are motivated to find the next big thing.
Whether Erasca is worthy of that description will become clearer in May when the company reports initial results from an early stage study of its drug, called ERAS-0015.
“RevMed has been a real pioneer in this space,” Erasca co-founder and CEO Jonathan Lim told me when we spoke on Tuesday. “What a day it was last week seeing their data with 13.2 months of median overall survival. It’s great for patients with pancreatic cancer.”
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Daiichi eyes almost $15B in oncology sales by 2030 in ADC franchise push
Daiichi Sankyo is betting on its oncology franchise to push it past 3 trillion Japanese yen ($19 billion) in 2030 revenues.
The drugmaker published a new five-year business plan on Monday …
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New home for Novo’s Parkinson’s cell therapy; GSK turns to China for hep B drug
Plus, label expansions for two drugs targeting rare diseases, and Genmab scraps a Phase 1 cancer trial:
🧠 Novo’s Parkinson’s cell therapy finds a biotech home: Novo Nordisk has found a home for an early-stage …
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RegVelo AI Model Predicts Cell Fate, Tackles Developmental Disorders and Cancer
In a new study published in Cell titled, “RegVelo: gene-regulatory-informed dynamics of single cells,” researchers from Stowers Institute of Medical Research have developed a new AI model that connects two areas of single-cell biology that have often remained separate: estimating how cells change over time and inferring the gene regulatory networks controlling those changes.
“You can imagine if you had a very early set of cells, having a particular set of instructions could allow you to reproduce, in vitro, some of these cell types in a very natural way. These cells could then be used in cell therapies in regenerative medicine,” said Tatjana Sauka-Spengler, PhD, Stowers Institute Investigator and co-senior author of the study.
While development is often described as a series of static snapshots of cell states, RegVelo models how these fate decisions are encoded in gene regulatory networks over time and space, and what drives cell state transitions. In zebrafish neural crest development, RegVelo identified an early driver of pigment cell formation (tfec) and revealed a previously unknown regulator of pigment cell fate (elf1). The neural crest is a developmental system that gives rise to many different cell types, including pigment cells, craniofacial tissues, and parts of the peripheral nervous system.
CRISPR/Cas9-mediated knockout and single-cell Perturb-seq supported predictions, showing that the model could do more than describe developmental changes and generate biologically meaningful hypotheses that held up in living systems.
Alejandro Sánchez Alvarado, PhD, Stowers President and chief scientific officer says RegVelo’s value “extends well beyond” neural crest cells and is applicable to any system in which cells change over time, from basic developmental biology to modeling tumor trajectories and the cellular outcomes that may inform treatment.
“Sauka-Spengler and her collaborators have developed a meaningfully different way to process this kind of data,” said Sánchez Alvarado. “It allows us to infer the most likely path of each component through space and time, and to use deep learning to predict those dynamics and test them experimentally.”
Single-cell biology research has made it possible to build increasingly detailed maps of development. RNA velocity methods can help researchers estimate how cells move through developmental landscapes, while gene regulatory network approaches can identify relationships among genes. However, these methods have typically been used in parallel rather than together.
“For a long time, cellular dynamics and gene regulation have largely been modeled separately,” said Fabian Theis, PhD, the study’s co-senior author and director of the institute of computational biology at Helmholtz Munich. “RegVelo brings those pieces together, allowing us to ask not only how cells are changing, but which regulatory interactions are helping drive those changes.”
The framework jointly models splicing kinetics and gene regulatory relationships, allowing researchers to map the hidden timeline of cell development, predict how cells shift from one state to another, and test what might happen when specific regulators are perturbed.
The framework can incorporate additional regulatory layers, including chromatin, protein activity, and other multimodal measurements. While the study’s limitations include simplifying assumptions around latent time, regulatory interactions, and computational cost, the results demonstrate a compelling proof of principle.
“When dynamic cell-state modeling is linked directly to gene regulation, it becomes possible to move closer to mechanism and then discovery,” Sauka-Spengler said.
The post RegVelo AI Model Predicts Cell Fate, Tackles Developmental Disorders and Cancer appeared first on GEN – Genetic Engineering and Biotechnology News.
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