Base Editing with Beam Therapeutics CEO John Evans

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Please note: as of 12/31/21, ARK’s clients own greater than 1% of the shares outstanding of Beam Therapeutics.

Base editing, and gene editing as a broader industry, are a major focus of our research at ARK, and utilize DNA Sequencing, one of our 5 technology platforms. To dive deeper into the world of base editing, Analyst Ali Urman sits down with industry veteran, Beam Therapeutics CEO John Evans. Evans was previously a Venture Partner with ARCH Venture Partners and an early employee and member of the leadership team at Agios Pharmaceuticals. At Agios, he helped develop IDHIFA and TIBSOVO, two IDH inhibitors for the treatment of acute myeloid leukemia (AML), helped initiate and lead Agios’ landmark alliance with Celgene, and co-led Agios’s expansion into rare genetic diseases. On this episode, Ali and John discuss the potential cost declines of novel therapeutics, base editing’s applications for rare and chronic diseases, the total opportunity of the gene-editing space, and much more!

Key Points From This Episode:

•John’s favorite poet, Wallace Stevens
•Potential cost decline of gene editing, gene therapy, and cell therapy and what that means for patients
•The efficiency of Multiplex Gene Editing (MGE)
•In vivo gene editing
•The many colors of CRISPR Gene Editing
•Adherence to chronic medicines
•Base editing applications for rare and chronic diseases
•Beam’s relationship with Prime Medicine
•Beam Therapeutic’s partnerships with Pfizer and Verve
•Measuring the opportunity in the Base Editing space
•The potential total market opportunity in the gene-editing space
•The CRISPR patent ruling and its impact on the genomics field

"Every base in the genome can be toggled, and, so, every base that has function, we can change that function” – @john_evans3


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ARKInvest
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The two Gene editing stocks I'm most bullish on are, NTLA BEAM!

oSayNoMoreo
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I have an economics background, but would love to learn about the field. What resources do you recommend to build a solid understanding?

hendrikvanhove
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Could crispr base edit chickens to grow crispier skin?

brianfong
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How do you monitor risk of the off target editing ? As in siRNA guide RNA, there is off target binding that causes toxicity.

wendygu
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Thanks for this excellent interview. A minor suggestion: The 3D printed model did not work for me at all in terms of understanding the functionality without the genome also being part of the same visual. Maybe you could print that as well and show how and where it attaches etc. It was cool to see though and I had no idea it would look like that.

hdevrede
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Excellent talk and moderation! Learnt a lot 👏🏽

c.o
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How long do you need to monitor the safety on this kind of treatment ? Would you not to think about that if something went wrong in base editing, how do you reverse it? Did the FDA ask for 15 year safety monitoring in this kind of treatment? Irreversible editing can be a double edged sword.

wendygu
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All crspr companies need to unite as one

Gettin_chunky
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CPI data on Tuesday... I expect 9%-10%! 👀

oSayNoMoreo
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Excellent video. Does John know that he was separated at birth from Matthew Broderick?

jamesbuchanan
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It is very informative. I am software engineer and love to know how start up addresses genome editing.

ernietam
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Ive seen this movie before - Terminator.

Daniel-qtbr
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These guys sure do go through the money. Financials are a nightmare.

normalizedaudio
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Just purchased some shares! Anyone else

tasd
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wonderful. if you are not making money with investing then you are wasting your time...

dynamics