Big pharma committed about $6.6 billion to in vivo CAR-T in roughly seven months last year.
@abbvie bought @capstantx for $2.1B.
@AstraZeneca bought EsoBiotec for up to $1B.
@bmsnews paid $1.5B for Orbital.
@KitePharma picked up Interius for $350M.
EsoBiotec and Interius both run on lentiviral vectors. So does
@UmojaBiopharma, which AbbVie partnered with before buying Capstan.
Which is why today's news from
@AsimovBio and
@LonzaGroup caught my attention.
In ex vivo cell therapy, the lentivirus is a tool. You use it in a lab to engineer a patient's cells and you're done with it. In vivo flips that. The vector goes into the patient. As
@alectricity put it, the vector becomes the drug.
That makes manufacturing the hard part. Most lentivirus is still made by transfecting cells with multiple plasmids, batch after batch. It's expensive, variable, and tough to scale.
Asimov's LV Edge Producer lines build all the lentiviral genes into the host cell itself. No transient transfection, no GMP plasmid bill, and titers above 1E9 TU/mL for CAR constructs, about 10x what they saw before.
Lonza brings the process development, analytics, scale-up and GMP manufacturing. Putting the two together at the cell line stage means manufacturability gets designed in early, before a program hits scale-up and finds out the hard way.
If in vivo CAR-T works the way pharma is betting, the bottleneck moves to making enough clean, consistent vector at a cost that works for big indications. That's the problem this collaboration is going after.
Alec first spoke at
@SynBioBeta in 2018, back when Asimov was a genetic circuits startup. Soren Flygenring Basset from Lonza joined us on stage in San Jose this May. Fun to see these two worlds connect.
Congrats to
@alectricity, Imroz Ghangas and the
@AsimovBio team, and to Daniel Palmacci, Thomas Fellner and Soren at
@LonzaGroup.