Tag: science
-
In-vivo gene editing — big pharma bet on the delivery platform, not the editor, and the real bottleneck (hard outcomes) is untouched
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. In 2025–26 big pharma bought its way into in-vivo gene editing and in-vivo CAR-T (Eli Lilly–Verve up to $1.3B; AbbVie–Capstan up to $2.1B). But the bet…
-
The real clinical cost of in-vivo gene editing is not potency but irreversibility — reading the MAGNITUDE hepatotoxicity signal, the death, and asymmetric risk by evidence tier
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, and not medical advice. The 30-second version What. Across Parts 0–3 this series showed that in-vivo editing has already matched siRNA/ASO on the headline metric — knockdown depth (PCSK9 −88%, TTR −87%, Z-AAT…
-
In-vivo gene editing, Part 2 — delivery is the rate-limiting step, and why that confines the field to the liver
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. Delivery-performance figures (editing efficiency, knockdown) are largely company, conference or preclinical (NHP/mouse) data and are attributed as such in the text; safety events are attributed to regulatory/source documents and unresolved…
-
Editing modality — nuclease, base, prime — and why the most precise editor is the least clinically mature
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. In-vivo gene editing is not one technology but a precision spectrum: nuclease (double-strand break, random indels — a “knockout” tool) → base editing (single-base substitution, no…
-
The in-vivo gene-editing landscape — one-shot, lifelong lipid lowering has arrived at the headline, but delivery, safety and irreversibility are the real bottlenecks
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All reduction and editing-efficiency figures are attributed to the sponsoring trial or company; many are company press releases or conference presentations rather than peer-reviewed data (noted inline). Safety events are…
-
Gigafactory economics and the chemistry that only won at the outcome layer — commercial synthesis and series close for energy storage
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All revenue, capacity, market-share, valuation and price figures are attributed to each company’s earnings release (press release / SEC 8-K / 10-Q), BNEF survey, CnEVPost aggregation or trade press. Company claims, institutional statistics…
-
Manufacturing, supply chain and materials bottlenecks (the outcome layer): where the lab cell meets the gigawatt-hour — why LFP won, and why the next generation stalls at scale
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All market-share, capacity and cost figures are attributed to their agency or company source (IEA, USGS, BNEF, or the company itself), and “measured/operational (shipped)” figures are separated from “announced/projected” ones. Because this piece…
-
Long-duration energy storage (LDES) — targeting the multi-day gap Li-ion can’t fill economically; the $20/kWh, 100-hour headline is mostly a target, while round-trip efficiency, pilot-scale deployment and realized cost are the real bottlenecks
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All performance and cost figures are attributed to the project or company that announced them; many are company targets, vendor headlines, trade-press or institutional statistics rather than peer-reviewed or independently measured data (noted…
Uthando Nethemba 