Anti-Aging & Senolytics
TAME Trial: Metformin as Anti-Aging Drug
- First FDA-recognized aging indication trial — 14 US research institutions, 6-year study
- Targets whether metformin delays onset of age-related diseases
Senolytic Therapy: D+Q
- Dasatinib + Quercetin selectively eliminates senescent cells
- Unity Biotechnology UBX1325 in Phase 2 for age-related eye disease
CAR-T: Solid Tumor Breakthroughs
KIR-CAR T Cell Therapy (AACR 2026)
- Novel KIR-CAR T demonstrates safety and dose-dependent efficacy in solid tumors
- Universal (off-the-shelf) CAR-T could reduce cost from ~$500K to $50K
CRISPR & Gene Editing
80+ CRISPR Clinical Trials Active
- Casgevy (Vertex/CRISPR): first approved CRISPR therapy, generating real-world evidence
- Base editing (Beam Therapeutics): precision without double-strand breaks
- In vivo LNP delivery (Intellia): durable gene knockdown — potential single-dose cures
Investment Signals
| Signal | Company | Thesis |
|---|---|---|
| ACCUMULATE | CRSP | Casgevy revenue ramp + pipeline |
| ACCUMULATE | VRTX | Casgevy partner + CF franchise |
| SPECULATIVE | BEAM | Base editing platform |