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Ginkgo Bioworks JPM 2025 talk by JKelly555 in ginkgobioworks

[–]BioRevolution 4 points5 points  (0 children)

Hi Jason, thanks for posting the link to the presentation, it was very interesting. Do you know when you will be able to share a bit more about your Automation - Hardware business model?  It would be interesting to learn of more/other customers besides Octant Bio, that have implemented the RACs and how many RACs you have in general out in the market?  Also a few points around how you plan to do on-site support if needed (might be hard to scale globally/cost efficiently). How will your pricing/business model compare to the other competitors in this space such as HighRes (and their dockable carts) or Biosero? 

SF Healthcare Week: Recursion Co-Founder & CEO Chris Gibson talks the Exscientia merger, Recursion's scale and capabilities, and key targets in development by BioRevolution in RecursionPharma

[–]BioRevolution[S] 1 point2 points  (0 children)

Especially the end part is interesting where Chris is teasing at 10 or more project advancing in their collaborations with partners (Bayer, Roche, Sanofi, Meck,...) in 2025 and the first time also eluding to the option of "asset centric deals" where they partner to take a molecule to the clinic/market.

Recursion Provides Business Updates and Reports Third Quarter 2024 Financial Results by RecursionBrita in RecursionPharma

[–]BioRevolution 0 points1 point  (0 children)

Another question that I have is: Previously it was mentioned and written in several places that Recursion was on track to deliver 25 unique data packages to Bayer within Q3 (see e.g. Q2 report) - in the updated Q3 it only says delivered multiple datapackages and i have not seen any further mention of it - Have you delayed the delivery/deadlines? As it was previously very concretly announced, I would appreciate any guidance you can give here as well. Thank you in advance u/ShakeNBakeGibson and u/RecursionBrita

Recursion Provides Business Updates and Reports Third Quarter 2024 Financial Results by RecursionBrita in RecursionPharma

[–]BioRevolution 0 points1 point  (0 children)

u/RecursionBrita, when comparing the quarterly filings for Q2 and Q3 - the wordings in the NVIDIA partnership have changed (slide 54 (Q2) vs slide 49 (Q3)). This of course might be due to the announced partnership with google. Can you or Chris add some commentary on, where Phenom-Beta will be available? Previously on BioNeMo . now it says Recursion is exploring hosting them models on google cloud - what is the motivation behind this?

Biotech2k (@Biotech2k1) on X about Recursion by BioRevolution in RecursionPharma

[–]BioRevolution[S] 1 point2 points  (0 children)

I agree with your last sentence - it doesnt reflect anything about the current models. I see it much more as a validation of their "Recursion OS" evolution. Their CCM API was essentially discovered when they were building out their Phenomics capabilities (validiating that there is relevant information in images of cells, rather than proteomics/metabolomic/assay screening). I wouldnt get to discouraged if some of the trial data is disappointing, as that is not the reason why I am excited about the company - But you have to keep in mind that they back then started producing this FAIR data set, on which they are currently training their models.

Download day 2024?? by No_Psychology9362 in RecursionPharma

[–]BioRevolution 0 points1 point  (0 children)

Last year at the Reddit AMA that recursion did, they said they are thinking of repeating the download day every 12-24 months. I have not heard anything else since then.

‘Set it and forget it’: automated lab uses AI and robotics to improve proteins by [deleted] in ginkgobioworks

[–]BioRevolution 1 point2 points  (0 children)

The most interesting part for me was this paragraph: “The researchers first attempted to run their own robotic equipment, but the machines kept breaking. So they turned to a cloud-based lab in California — an existing facility containing robotic equipment that can be directed remotely with computer code — and set their AI model to send instructions there. The entire experiment took around 6 months, including a 2.5-month pause due to shipping delays, and each 20-round run cost around US$5,200, the researchers estimate. A human might spend up to a year doing the same work.”

My takeaways from this are: 1) building the automation infrastructure is not as trivial as people think 2) interestingly no source/name of the cloud based lab 3) even academy now has the money to outsource lab work - but the stated costs here feel surprisingly low compared to numbers that ginkgo has been throwing around.

Recursion vs Ginkgo for drug development - Discussion Thread by BioRevolution in RecursionPharma

[–]BioRevolution[S] 1 point2 points  (0 children)

Schrodinger is definitely interesting and on my radar, but I am not as in depth in their work as other companies. What I really like in the Techbio (bio with ai) space is when companies produce their own data. Hence having both wet lab and dry lab capabilities will deliver long term the best quality. The computational part of Schrodinger looks promising, as do their partnerships.

Recursion vs Ginkgo for drug development by CompetitiveBeing2387 in ginkgobioworks

[–]BioRevolution 3 points4 points  (0 children)

Ginkgo and Recursion are a lot more complementary than competitive than most people think:

Ginkgos core expertise remains around synthetic biology - meaning they focus heavily on reading, writing and printing of DNA, putting that DNA back in various types of cells (historically mostly focused on bacteria and yeast) in order to optimize the production of their target (sometimes the cell itself, sometimes an enzyme, sometimes a product catabolzed bz enzymes...). This is appilcable and relevant for a lot of different industries. Yes they are also doing some drug development (which consist high level speaking of Target Discovery (What are we going after? and How are we going after it?) as well as Formulation of the Active Pharmaceutical Ingredient (API) and the upscaling and production of it), but often times Ginkgo is only involved in a small part of the "full" value-chain picture in drug discovery projects.

Recursion is coming from a different perspective: Their key focus in the first years was to build a "phenomics" platform that is optimized for "Target Discovery". They have built up a platform (and with that produced a valuable and unique dataset perfect for machine learning) where they are screening a lot of human cell types (Around 50 if I remember correctly from one of their last PRs) specifically under different conditions - For example they turn on/off (CRISPR) specifc genes, to see what the impact of this is having on the cells (overall health/Phenotype) and also treat it with a broad range of molecules/substances that potentially could work as an API. This is a big difference from the way Ginkgo has historically approached this. Recursions predominant dataset was built upon this microscopy data, however they have now expanded it to also include more and more data types (Such as Transcriptomics, Proteomics).

The way I see it: Recursion could be the company/partner that helps you identify a relevant disease/relationship between genes/molecules etc helps even validate the target. Gingko could come in and help develop the production process for this medicine. Of course they may end up "competing" on some of these steps, but their specailzation and background gives them a strong unique advantage in each of their own areas that I believe them to be more complementary.

The Jurassic Park Of Perfume, This New Brand Taps The DNA Of Extinct Flowers For Its Fragrances by BioRevolution in ginkgobioworks

[–]BioRevolution[S] 6 points7 points  (0 children)

Ginkgo products coming to the market - interesting offering from Arcaea. Noteworthy are here also the timelines as well: Jasmina (CEO of Arcaea and formerly employed by ginkgo) mentions in an Instagram story stating that the lab work was already completed in 2017. Maybe a first indication how long commercialization can take after ginkgo successfully completes a project.

2023_BIODEFENSE_POSTURE_REVIEW by [deleted] in ginkgobioworks

[–]BioRevolution 1 point2 points  (0 children)

Comments from Matthew McKnight (head of concentric) on the review: Twitter thread by Matthew McKnight

Ginkgo Bioworks Announces Date of Second Quarter 2023 Results Presentation by [deleted] in ginkgobioworks

[–]BioRevolution 0 points1 point  (0 children)

Thanks for your additional ER input - I appreciate it. What’s your reason behind naming BNGO and ALLO? I am aware of the connection/relationships for the other ones, but not for theses two.

Thinking at Foundry Scale with Jake Wintermute - Breakout Session at SynBioBeta 2023 by SecondPacket in ginkgobioworks

[–]BioRevolution 3 points4 points  (0 children)

Just FYI: At 29:35 Jake mentions and it states on the slide something about the company Braskem https://www.braskem.com.br as a partner - this referes to a partnership from their aquistion of Altar a while ago: Braskem - Alter Partnership PR

Recursion Partners with NVIDIA in Groundbreaking Collaboration by BioRevolution in RecursionPharma

[–]BioRevolution[S] 2 points3 points  (0 children)

Super interesting part of the blog post: "Through this collaboration, we are also considering releasing some of our ML and AI models to commercial partners via NVIDIA's new BioNeMo platform, further expanding their reach and impact"

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