laitimes

Has the short-term correction begun?

author:CBN Broadcasting

The broader market opened lower today and has been oscillating below yesterday's closing point ever since. There was a rush higher in the morning, as if to make up for the day's tick, but it was unsuccessful, and then it fell slowly all the way. Close in the negative, K-line is a small black candle.

The main board closed very close to the 5-day moving average today and could fall below the 5-day moving average tomorrow. In addition, today's market has made up for part of the gap left on Monday, and there are still 3 points of gap that have not been filled, and the gap will be filled tomorrow.

The GEM also opened low and went low, closing with a negative line, and the K-line was a small black line, leaving a gap of 1 point that was not filled. The GEM has now fallen below the 5-day moving average, and today the GEM refers to the gap left by Monday, and at the same time left a downward gap today. In this way, the two gaps left on Monday and Wednesday form an island reversal. The short-term adjustment of the GEM has begun.

Today's hot spots are mainly concentrated in the pharmaceutical sector, with the top gainers being CAR-T cell therapy, recombinant proteins and synthetic biology. The top decliners are the same rights for leasing and selling, the Sora concept and the AI corpus. From the operational level, the adjustment of the disk is about to begin. Short-term signs of head are becoming more and more apparent.

Has the short-term correction begun?

热点板块方面我们今天聊一下CAR-T细胞疗法板块。 CAR-T,全称是Chimeric Antigen Receptor T-Cell Immunotherapy——嵌合抗原受体T细胞免疫疗法。

This is a new type of cell therapy that has been around for many years, but has only been improved for clinical use in recent years. Similar to other immunotherapies, the basic principle is to use the patient's own immune cells to eliminate cancer cells, but the difference is that this is a cell therapy, not a drug.

Has the short-term correction begun?

It is a single-chain antibody that recognizes tumor-associated antigens and an intracellular signaling domain "immune receptor tyrosine activation motif" that is genetically recombined in vitro to generate a recombinant plasmid, and then transfected into the patient's T cells through transfection technology in vitro, so that the patient's T cells express the tumor antigen receptor, and the T cells after purification and large-scale expansion after transfection are called chimeric antigen receptor T cells (CAR-T cells).

CAR-T cells have high affinity for specific tumor antigens and efficient killing of antigen-loading cells in vivo and in vivo. However, when applied to the treatment of solid tumors, medical treatment is not too ideal. One of the difficulties in immunotherapy for solid tumors lies in the complex tumor microenvironment of solid tumors. Tumor tissues promote the high expression of immune checkpoint inhibitory molecules (such as PD-1, TIM-3 and LAG-3) by immune cells infiltrating the tumor microenvironment, promote the premature death of immune cells, thereby inhibiting immune cell function to achieve the purpose of immune escape.

Has the short-term correction begun?

In addition, there is another problem with immunotherapy for solid tumors, which is antigenic heterogeneity or antigenic mutations, which will lead to mutations or down-regulation of the target antigen on the tumor surface after CAR-T cell therapy, and there is a risk of recurrence. At present, the mainland is also catching up with and surpassing the international field in this project.

On the news side, the Yin Hao team of Shanghai Changzheng Hospital and the Cheng Xin team of the Chinese Academy of Sciences recently used stem cell-derived autologous regenerative islet transplantation therapy for the first time in the world to successfully cure a type 2 diabetes patient with severe impaired islet function, and the patient has been completely weaned from insulin for 33 months. The results were published in the international journal Cell Discovery. On June 23, 2021, the marketing approval status of Fosun Kite's CD19-targeting autologous CAR-T cell therapy product, Axileucel Injection, was updated to "Drug Approval Certificate to be Received". This is the latest new product to enter the market.

Has the short-term correction begun?

From the perspective of the market. The current short-term speculation has a certain forward-looking, which has a lot to do with the state's support for the development of biomedicine. In addition, there is a lot of room for imagination in the future profitability of new product manufacturing enterprises. This is also the focus of recent market excavation.

Let's talk about synthetic biology again. Synthetic biology is simply a study of the most basic elements of life, building parts step by step, using the principles of modern engineering, and synthesizing artificial organisms with specific functions according to the principles of the composition of related organisms. It is intended to form artificial biological systems that can function like electrical circuits.

For example, the artificial bacteria created by Craig Wendt and his research team. Bacteria are used as the "raw materials", and the genome is also normal DNA, but through artificial synthesis, the "finished product" is also bacteria, but it has other functions such as fluorescence.

Has the short-term correction begun?

On September 17, 1965, the Chinese scientific research team led by Wang Yinglai completed the total synthesis of crystalline bovine insulin. Since then, the world's first synthetic protein has been born. In the years that followed, the birth of genetic engineering and the improvement of gene sequence determination methods unveiled this veil of mystery in genes.

The ultimate goal of synthetic biology is to synthesize real artificial life forms. As this discipline continues to develop, so does our understanding of life. The development of synthetic biology will also inevitably help human beings solve more problems such as disease treatment and agriculture.

The current situation of synthetic biology stands on the shoulders of previous advances in chemistry and molecular biology. Last decade: New genome editing and engineering capabilities exist, making DNA sequencing faster and cheaper than before. There is a new platform for synthesizing DNA.

Has the short-term correction begun?

Synthetic biology is a sunrise industry that emerged at the beginning of this century, which can realize the transformation and even creation of living systems, and the primary market is currently hotly funded. Synthetic biology has abundant application scenarios and great potential in the context of carbon neutrality, and its development is accelerating due to basic research, technological progress and policy support. The use of synthetic biology to produce products mainly includes three links: product selection, microbial construction and mass production, and there are corresponding problems and barriers that need attention in each link, among which the barriers in product selection and large-scale production are more worthy of attention. Technological breakthroughs tend to spiral, and we should remain optimistic about the future development of the industry.

Has the short-term correction begun?

In the synthetic biology industry chain, the upstream is mainly for companies that provide underlying technologies such as DNA synthesis and gene editing; Midstream is a platform company with strain transformation and automation platform as the core, providing an efficient and reusable technology platform by integrating corresponding technologies; The downstream is a product-based company that uses synthetic biology technology to produce products required in various fields.

Has the short-term correction begun?

Yicai knows, offline open class

It's time for classes!

Win in, first-hand information of listed companies

At 13:30 on May 12 (this Sunday), Mr. Zuo Jianming, a well-known market person and the manager of the column of "My Research Diary" of Yicai Know, will share the theme of "Winning In, First-hand Information of Listed Companies" through Yicai Know Offline Open Class. The content includes first-hand investment information such as research and experience of listed companies. The event is free and members are preferred! Tea/fruit/snacks will be provided on site, as well as interactive gifts!

Author: Wang Hui

Editor: Yan Dan

Producer: Wang Junji

This article is the exclusive content of the WeChat public account of "CBN Broadcasting", please contact the background for authorization before reprinting. The individual stocks involved in this article are for reference only, and are not recommended for trading and are not responsible for personal income.