Replies to post #215288 on Biotech Values

[mcbio]

Necroptosis is an alternative cell death pathway different from the more familiar caspase-dependent apoptosis. It involves three kinases - RIPK1, MLKL and RIPK3 of which RIPK1 appears easiest to target. GSK has a RIPK1 compound in trials in IBD, so it has potential applications outside the CNS.

Thanks Peter. You think it will be sufficient to target RIPK1 alone of those three kinases?

Along with stocks, I also keep track of novel targets that pop up from time to time across the various diseases on an Excel file. Both RIPK1 and LRRK2 were ones I had noted so nice to see DNLI involved with both. Also seems like very good management team but, as always, it will be important to see valuation for the company post-IPO.

Some other targets I have been tracking across neurodegenerative space are: TDP43 (ALS; at least Eisai is involved here); CLK2 (autism); ubiquilin 2 (various); GAT3/4 inhibitors (AD); TREM2 (AD); PTPsigma (damaged nerves). I think several of these are fairly recently discovered targets so may be few, if any, companies actively working on them.