Hard agree. And if this is useful, let me share something that often gets omitted (not by @kakape).
Variants always emerge, & are not good or bad, but expected. The challenge is figuring out which variants are bad, and that can't be done with sequence alone.
Feels like the next thing we're going to need is a ranking system for how concerning "variants of concern\u201d actually are.
— Kai Kupferschmidt (@kakape) January 15, 2021
A lot of constellations of mutations are concerning, but people are lumping together variants with vastly different levels of evidence that we need to worry.
-More viral shedding (infected people produce more virus)
-Increased interval of viral shedding (people are contagious for longer)
-Increased viral fitness (virus can replicate better in infected people)
-Better receptor binding (virus can infect cells more easily)
-Increased environmental stability (virus can remain infectious in the environment for longer)
-Increased ability to evade host defenses (virus can escape innate cellular defenses against infection and thus replicate better)
Could be one, some, or all of the above
-Render masks or other physical barriers useless
-Make the virus transmissible by a totally different route of infection
-Turn the virus into the infectious equivalent of a smart cruise missile
-Defy the laws of conservation of mass and energy
More from Science
#DDDD $LBPS $LOAC
A thread on the potential near term catalysts behind why I have increased my position in 4d Pharma @4dpharmaplc (LON: #DDDD):
1) NASDAQ listing. This is the most obvious.
The idea behind this is that the huge pool of capital and institutional interest in the NASDAQ will enable a higher per-share valuation for #DDDD than was achievable in the UK.
Comparators to @4dpharmaplc #DDDD (market capitalisation £150m) on the NASDAQ and their market capitalisation:
Seres Therapeutics: $2.33bn = £1.72bn (has had a successful phase 3 C. difficile trial); from my previous research (below) the chance of #DDDD achieving this at least once is at least
Kaleido Biosciences: $347m = £256m. 4 products under consideration, compared to #DDDD's potential 16. When you view @4dpharmaplc's 1000+ patents and AI-driven MicroRx platform (not to mention their end-to-end manufacturing capability), 4d's undervaluation is clear.
A thread on the potential near term catalysts behind why I have increased my position in 4d Pharma @4dpharmaplc (LON: #DDDD):
1) NASDAQ listing. This is the most obvious.
The idea behind this is that the huge pool of capital and institutional interest in the NASDAQ will enable a higher per-share valuation for #DDDD than was achievable in the UK.
Comparators to @4dpharmaplc #DDDD (market capitalisation £150m) on the NASDAQ and their market capitalisation:
Seres Therapeutics: $2.33bn = £1.72bn (has had a successful phase 3 C. difficile trial); from my previous research (below) the chance of #DDDD achieving this at least once is at least
While looking at speculative pharmaceutical stocks I am reminded of why I am averse to these risky picks.#DDDD was compelling enough, though, to break this rule. The 10+ treatments under trial, industry-leading IP portfolio, and comparable undervaluation are inescapable.
— Shrey Srivastava (@BlogShrey) December 16, 2020
Kaleido Biosciences: $347m = £256m. 4 products under consideration, compared to #DDDD's potential 16. When you view @4dpharmaplc's 1000+ patents and AI-driven MicroRx platform (not to mention their end-to-end manufacturing capability), 4d's undervaluation is clear.
Ever since @JesseJenkins and colleagues work on a zero carbon US and this work by @DrChrisClack and colleagues on incorporating DER, I've been having the following set of thoughts about how to reduce the risk of failure in a US clean energy buildout. Bottom line is much more DER.
Typically, when we see zero-carbon electricity coupled to electrification of transport and buildings, implicitly standing behind that is totally unprecedented buildout of the transmission system. The team from Princeton's modeling work has this in spades for example.
But that, more even than the new generation required, runs straight into a thicket/woodchipper of environmental laws and public objections that currently (and for the last 50y) limit new transmission in the US. We built most transmission prior to the advent of environmental law.
So what these studies are really (implicitly) saying is that NEPA, CEQA, ESA, §404 permitting, eminent domain law, etc, - and the public and democratic objections that drive them - will have to change in order to accommodate the necessary transmission buildout.
I live in a D supermajority state that has, for at least the last 20 years, been in the midst of a housing crisis that creates punishing impacts for people's lives in the here-and-now and is arguably mostly caused by the same issues that create the transmission bottlenecks.
Rooftop solar can play a key role in a transition to 100% renewable energy - and it can help American's pocketbooks #GoSolarhttps://t.co/6p9jb62EGW
— Environment America (@EnvAm) January 14, 2021
Typically, when we see zero-carbon electricity coupled to electrification of transport and buildings, implicitly standing behind that is totally unprecedented buildout of the transmission system. The team from Princeton's modeling work has this in spades for example.
But that, more even than the new generation required, runs straight into a thicket/woodchipper of environmental laws and public objections that currently (and for the last 50y) limit new transmission in the US. We built most transmission prior to the advent of environmental law.
So what these studies are really (implicitly) saying is that NEPA, CEQA, ESA, §404 permitting, eminent domain law, etc, - and the public and democratic objections that drive them - will have to change in order to accommodate the necessary transmission buildout.
I live in a D supermajority state that has, for at least the last 20 years, been in the midst of a housing crisis that creates punishing impacts for people's lives in the here-and-now and is arguably mostly caused by the same issues that create the transmission bottlenecks.