First company to successfully implant cells into a human with no immune suppression and have those cells survive and function normally. The cells have survived over 8 months with no sign of immune rejection. It’s an extraordinary achievement. They will be in Phase 1 next year and have already produced enough stem cells for that trial.
They are going to cure Type 1 diabetes and change organ & tissue transplantation forever.
Sana has shown their immune evasion tech to work in 12 humans now. 1 with replacement islets. 11 with CAR-T cells. Vertex has spent over $2B developing a type 1 diabetes cure that isn't marketable since it requires immunosuppression ($950M cash for Semma, $330M cash for Viacyte, $780M deal with Treefrog, you can look the articles up about these deals on the web). Sana's immune evasion tech solves Viacyte's immunosuppression problem. Just from this alone, you can infer that Sana is objectively worth a few billion right now just based on their positive human data, since that's what Vertex paid for a non-marketable/impractical type 1 cure.
It's more than proof of concept at this point. We know from Vertex Vx880 trial that stem cell derived islets functionally cure type 1 diabetes. We also know that Sana's immune evasion works long term.
all it takes is some back of the napkin market size math (like I did in my DD) to see the 100x potential. Valuing them at $1B is criminal. Vertex paid over $2B for their stem cell derived islet/type 1 diabetes program and don't have an answer for preventing rejection, so that $2B will go down the drain without Sana's tech. Sana is immediately worth a few billion right now just in acquisition value. They have demonstrated they have all the pieces working that are needed for a type 1 diabetes cure
Precision pumpkins maintain a 1:4.7 seed-to-pulp ratio with strict stem-to-plant mass compliance (0.08-0.12 coefficient). The real differentiator is ground contact patch dynamics - precision varieties achieve 145-160cm² contact area with radial load distribution symmetry, critical for stack stability during warehouse staging.
Stem orientation is non-negotiable for futures delivery - precision pumpkins require 87° stem cant at harvest with less than 3° deviation. Big stem small plant phenotypes get rejected at grading due to improper hydraulic pressure ratios during growth phase - you need that 6:1 plant-to-stem mass ratio minimum or your gourd fails USDA volumetric compliance testing.
The 2020 gourd crash taught everyone about base geometry standardization. Precision pumpkins hit ISO-compliant substrate adhesion metrics (0.42 friction coefficient on concrete), while standard gourds are all over the place with their irregular pericarpal development. It's the difference between a fungible agricultural commodity and decorative produce.
In an alternate timeline:
the year is 2025 President Harris is hosting a White House event celebrating LGBTQ in STEM with special guest Budweiser CEO Dylan Mulvaney. As a land acknowledgment is being given to start the event a White House aide approaches, “madam president, SPY has just surpassed 900 points.” Harris drowns her cackling with her fourth cosmopolitan of the afternoon.
Chinese President Xi Jinping has drawn a clear red line in a bid to stem new US exports controls, threatening to reignite a tit-for-tat trade spiral with Donald Trump just weeks before a planned meeting between the leaders of the world’s biggest economies.
Finna switch topics after this, but its never a positive sign to go to extreme lengths to block someone from buying something from the free market because you’re afraid they’ll eventually eclipse you
It stinks of insecurity & highlights your inability to compete on a leveled playing field, it’s like 🇷🇺 in the Olympics
Hopefully 🇺🇸🏳️🌈🏳️⚧️ isn’t as far behind as the metrics indicate regarding education, but this country’s pretty fuking dumb & it’s pretty depressing to see what upper division STEM curriculums entail in 2025
…anyways, SPX 6,888 🔜
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