10 Comments
Jan 7Liked by Elliot Hershberg

This was a simply awesome exposition! Anyone not excited by the history and panoramas and potentials you show us are simply asleep! I can't imagine how much work you put into this. Thanks so much.

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author

Thanks Michael, I really appreciate it!

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Jan 27Liked by Elliot Hershberg

Hi Elliot, I have adult onset epilepsy. It could be easy to get discouraged at the prospect of leaving my wife a widow or my son without a dad. Instead, reading this I’m filled with optimism at the prospect of a capsid delivered gene based cure if I live another 10 years or so.

I’m incredibly thankful for the people at Dyno. Thanks to them for their work.

Elliot, I’m also thankful for your journalism. Thank you too!

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author

Thanks for reading Chris, and for sharing part of your story. I sincerely hope medicine is able to reduce your suffering—and soon.

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I’m not suffering, but thank you. I also hope medicine changes things for the better!

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Jan 9Liked by Elliot Hershberg

With Dyno's focus on gene delivery, how do they address potential immune responses to these newly designed capsids?

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author

Thanks for reading Zan. It's actually often the opposite problem: how can these capsids evade the immune system? AAVs are fairly inert viruses that don't cause disease even before their genome is stripped out.

For other vectors, and other types of therapies—like cell-based therapies—handling immune responses is a really big problem.

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Jan 29Liked by Elliot Hershberg

Ah I see - that's an interesting nugget to keep in mind, thank you for sharing and taking the time to explain :)

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Jan 8Liked by Elliot Hershberg

Highly informative review Elliot. It would be valuable to understand how Dyno's scientific approach materially differs from FDMT & VYGR regarding their capsid discovery programmes.

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author

Thanks Saul. My goal was to frame Dyno's origin and strategy—and this wasn't investment advice or a market analysis relative to competitors.

With that being said, I think Dyno is well-positioned given that they have compounding advantages with the scale of their measurements and data, and are seemingly able to identify capsids in pockets of the fitness landscape that are 1) far away from what others are finding, and 2) far enough away from natural serotypes that they should be defensible from an IP perspective.

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