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Beyond Biotech

Inside Arbor’s CNS pipeline and next-generation gene editing

32 min episode · 2 min read
·
Devin Smith

Episode

32 min

Read time

2 min

Topics

Productivity, Relationships, Leadership

AI-Generated Summary

Key Takeaways

  • ✓Multi-tool editing strategy: Arbor operates four distinct editing mechanisms — gene knockdown, reverse transcriptase-based DNA rewriting, repeat-region excision, and large-sequence insertion — but structures the platform so effector optimization effectively reduces development complexity to two core tracks, enabling best-fit tool selection per target rather than forcing a single approach.
  • ✓De-risking clinical entry via liver-first sequencing: Arbor deliberately launched its first program in the liver because lipid nanoparticle delivery to that organ is well-validated, isolating clinical risk to the editing machinery alone. This approach strips out delivery, endpoint, and disease unknowns simultaneously, generating cleaner platform-level learnings before expanding to harder tissues.
  • ✓Blood-brain barrier-crossing AAVs unlock CNS delivery: Modified adeno-associated viruses that cross the blood-brain barrier via intravenous administration now enable broad biodistribution throughout brain tissue — a shift from localized intrathecal injections. Arbor has validated high editing levels using these vectors in both mouse and non-human primate models ahead of human trials.
  • ✓Three ALS programs advancing simultaneously: Arbor targets C9ORF72 repeat expansion (the most common Western ALS mutation, also causing frontotemporal dementia) via excision editing, plus two sporadic ALS proteins with cryptic splice sites corrected by removing the aberrant splice sequence — restoring full-length RNA and functional protein. All three are entering IND-enabling studies concurrently.
  • ✓Focus-and-partner capital allocation model: Arbor retains full ownership of CNS programs, partners liver assets to Chiesi, and licenses its platform for ex vivo cell therapy to Allogene, Edogene, and Vertex. This structure concentrates internal resources on one therapeutic area while generating milestone revenue and extending platform reach without proportional capital burn.

What It Covers

Arbor Biotechnologies CEO Devin Smith outlines how the company's multi-tool gene editing platform — spanning four distinct editing mechanisms — targets primary hyperoxaluria type 1 via a $2B Chiesi partnership and advances three ALS programs toward IND-enabling studies in the central nervous system.

Key Questions Answered

  • •Multi-tool editing strategy: Arbor operates four distinct editing mechanisms — gene knockdown, reverse transcriptase-based DNA rewriting, repeat-region excision, and large-sequence insertion — but structures the platform so effector optimization effectively reduces development complexity to two core tracks, enabling best-fit tool selection per target rather than forcing a single approach.
  • •De-risking clinical entry via liver-first sequencing: Arbor deliberately launched its first program in the liver because lipid nanoparticle delivery to that organ is well-validated, isolating clinical risk to the editing machinery alone. This approach strips out delivery, endpoint, and disease unknowns simultaneously, generating cleaner platform-level learnings before expanding to harder tissues.
  • •Blood-brain barrier-crossing AAVs unlock CNS delivery: Modified adeno-associated viruses that cross the blood-brain barrier via intravenous administration now enable broad biodistribution throughout brain tissue — a shift from localized intrathecal injections. Arbor has validated high editing levels using these vectors in both mouse and non-human primate models ahead of human trials.
  • •Three ALS programs advancing simultaneously: Arbor targets C9ORF72 repeat expansion (the most common Western ALS mutation, also causing frontotemporal dementia) via excision editing, plus two sporadic ALS proteins with cryptic splice sites corrected by removing the aberrant splice sequence — restoring full-length RNA and functional protein. All three are entering IND-enabling studies concurrently.
  • •Focus-and-partner capital allocation model: Arbor retains full ownership of CNS programs, partners liver assets to Chiesi, and licenses its platform for ex vivo cell therapy to Allogene, Edogene, and Vertex. This structure concentrates internal resources on one therapeutic area while generating milestone revenue and extending platform reach without proportional capital burn.

Notable Moment

Smith describes a future where an 18-year-old receives a full genome sequence, identifies six disease predispositions — including Alzheimer's or cardiovascular risk — and undergoes preventive gene editing before any symptoms emerge, shifting medicine entirely from treatment to elimination of disease before onset.

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Episode Transcript

Hello, and welcome to Beyond Biotech, the weekly podcast from LeBiotech. I'm Dylan Kissane, and this is episode two seventeen for the podcast. Gene editing has spent the last decade proving what's possible in the lab. The next decade is about proving it can reach the patients who need it most, from ultra rare liver diseases to conditions like ALS, where no truly effective treatments exist today. Arbor Biotechnologies is one of the companies pushing that frontier. Built on a diverse toolbox of editing technologies that go beyond the limitations of first generation CRISPR tools, Its lead clinical program ABO-one 101 targets PH1. And last October, the company struck a partnership with Chiesi Group worth up to $2,000,000,000 in milestones, with European regulators granting the program Orphan Drug Designation just this summer. ARBA is building out a CNS pipeline, focused initially on ALS. And here to talk through the science, the strategy and what's next is Devin Smith, CEO of Arbor Biotechnologies. Devin, welcome to Beyond Biotech. Thank you. It's a pleasure to be here, Dylan. Devin, you joined Arbor as CEO in 2021. You were at Sigalom before then, you worked through the IPO, you built out a clinical pipeline. What made Arbor the next choice, the right next chapter? Yeah, that's a great question. If I take a step further back, I've been involved in the cell and gene therapy space for over twenty years actually, back when I was doing strategy consulting work after my PhD, joined Pfizer and actually moved to The UK and worked in the regenerative medicine group there. So a lot of experience in cell and gene therapy. And at Sigalon, we were able to bring a novel cell therapy platform into the clinic, built that out from scratch. It was a Bob LingerDan Anderson spin off. And as I was going through that process, I kept an eye on the whole CRISPR space. Because I think the two big challenges you have in cell therapy and gene therapy, historically cell therapy has been a challenge around how do you have more focused targeted editing of cells as opposed to random integrations, which people have been dealing with. And then when you get to gene therapy, how do you actually fix mutations as opposed to just try and overlay a transgene on top of what's going on in the cell? And as I kind of kept an eye on that space, it was clear to me that CRISPR could certainly enable both spaces significantly. And so after the time at Sigalon, where I had tremendous learnings and we were able to accomplish quite a bit, the opportunity at Arbor came along where Arbor is doing something a little different from the rest of the CRISPR companies at the time, not focusing on Cas9 or just a single editing approach, but more of a toolbox view of how to think about gene editing. And so that to me was quite compelling. And it was …

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