−2.4%
since Oct 8
The idea
I believe medicine in 2045 looks nothing like it does today: diseases fixed at the gene level, drugs designed by AI, cancer caught at stage one from a blood draw, and care delivered through robots and sensors instead of scalpels and finger sticks. Since nobody knows which specific cure wins, I spread the bet across the whole pipeline, with roughly a quarter in the tools and equipment makers every lab depends on regardless of who succeeds, and the rest split across gene editing, AI drug discovery, early detection, and new care delivery.
What it owns
- These companies sell the foundational instruments, reagents, and manufacturing infrastructure that enable drug discovery and production across the entire biotech and pharma ecosystem, so they benefit from growing investment in advanced medicines regardless of which specific therapies succeed. · Thermo Fisher ScientificIt sells the instruments, reagents, and manufacturing services that nearly every drugmaker and lab depends on, so it gets paid whichever cure wins through consistent research and production spending growth., DanaherIt owns the equipment and consumables that biologic drugs and gene therapies are manufactured with, so its business expands as the volume of advanced medicines produced continues to rise., West Pharmaceutical ServicesIt makes the stoppers, seals, and delivery components that injectable drugs, including new biologics and gene therapies, physically require, benefiting from the expanding volume of injectable medicines produced., IlluminaIts machines read most of the DNA sequenced globally, and cheap sequencing is the raw input for drug discovery, editing, and early detection, making it foundational to the entire take., Agilent TechnologiesIt sells the analytical instruments and consumables that research and diagnostic labs use daily, benefiting from steady growth in global research and diagnostics spending., 10x GenomicsIt makes the tools researchers use to study biology one cell at a time, the resolution at which next-generation cures are discovered, and its success depends on research budgets recovering and single-cell methods becoming standard.28%
- These companies are developing transformative treatments that address diseases at their genetic or molecular root, from approved gene therapies to next-generation editing approaches, demonstrating that curing rather than just managing disease can be a sustainable business. · Vertex PharmaceuticalsIt transformed cystic fibrosis from a death sentence into a managed condition and brought Casgevy, one of the first approved CRISPR treatments, to market, proving that curing diseases at the root can be a real business., CRISPR TherapeuticsIt co-owns Casgevy, the first approved CRISPR medicine, making it the most de-risked pure gene editor here, and its pipeline advances expand the range of diseases that gene editing can address., Regeneron PharmaceuticalsIt built one of the largest human genetic databases in the world and uses it to pick drug targets, bridging traditional pharma and gene-based medicine through its genetics-driven discovery engine., Beam TherapeuticsIts base editing changes single DNA letters without cutting the strand, potentially safer and more precise than first-generation CRISPR, and its clinical trials will show whether this approach works in patients., Intellia TherapeuticsIt is furthest along at editing genes inside a living patient rather than in removed cells, which is what makes gene editing scalable to common diseases if its in-body trials deliver durable results., ARK Genomic Revolution ETFIt holds dozens of smaller genomics and biotech companies too early or too small to pick individually, letting the take benefit from breakthroughs across the broader genomic medicine field.27%
- These companies use artificial intelligence and computational biology to accelerate drug discovery and development, from predicting protein structures to generating massive datasets for machine learning, representing a fundamental shift in how new medicines are found. · NVIDIAEvery AI drug discovery model, protein structure predictor, and genomics pipeline in this basket trains and runs on its chips, making it the default supplier of compute for biology-focused artificial intelligence., Tempus AIIt builds the clinical and molecular datasets that AI medicine trains on while selling diagnostics and data to drugmakers, turning real-world patient information into products that accelerate drug discovery., SchrodingerIts software simulates how molecules behave before synthesis, and major drugmakers already license it, representing the shift from wet-lab trial and error toward computational design as drug discovery., Recursion PharmaceuticalsIt runs automated labs that generate biology data at industrial scale to feed drug-hunting AI models, representing a speculative bet that AI-designed drugs can succeed in human trials.16%
- These companies are replacing traditional clinical workflows with sensor-driven monitoring, robotic procedures, and automated systems that improve outcomes and reduce friction in how patients receive treatment over time. · Intuitive SurgicalIt dominates robot-assisted surgery, and a future with more procedures performed by machines delivering better outcomes and shorter recoveries relies on its systems' expanding adoption and technological lead., DexComIt replaced finger-stick testing with continuous glucose data, shifting diabetes care from episodic to real-time monitoring., InsuletIt pairs tubeless insulin pumps with glucose sensors to automate dosing, functioning as an artificial organ for people with diabetes.13%
- These companies use genetic and molecular tests to identify disease at its earliest, most treatable stages, shifting medicine from treating advanced illness to catching it when intervention is most effective and least invasive. · NateraIt dominates prenatal genetic screening and is expanding into cancer recurrence monitoring, growing as DNA-based diagnostics become routine in clinical care., Guardant HealthIt detects and tracks cancer from a blood draw instead of a biopsy, and its screening tests find colorectal cancer before symptoms, shifting detection from late stages to early when treatment is most effective.8%
- Cash8%