+0.3%
since Oct 2
The idea
I believe medicine by 2045 looks nothing like it does now: diseases fixed at the gene rather than managed, drugs designed by AI instead of trial and error, cancer caught at stage one from a blood draw, and care delivered through robots and sensors. Since no one knows which specific cure wins, I spread across the whole pipeline: about a quarter in the lab tools and equipment makers everyone depends on, then gene editing, AI-driven drug discovery, early detection, and new care delivery, with a small cash buffer to add on dips.
What it owns
- Equipment, reagents, and services that enable drug discovery and manufacturing across the entire biotech and pharma ecosystem. · Thermo Fisher ScientificIt supplies the instruments and reagents that every drugmaker and research lab depends on, so it profits from medical innovation regardless of which specific cure wins., DanaherIt manufactures the equipment and consumables needed to produce biologic drugs and gene therapies at scale., West Pharmaceutical ServicesIt makes the stoppers, seals, and components that injectable drugs and gene therapies physically require, capturing volume growth in advanced medicines., IlluminaIt sequences most of the DNA read globally, and cheap sequencing is the raw input for gene editing, diagnostics, and drug discovery across this take., Agilent TechnologiesIt sells analytical instruments and consumables that labs use daily for research and diagnostics, a steady bet on global science spending., 10x GenomicsIt makes tools that study biology one cell at a time, the resolution needed to discover next-generation cures and become standard research practice.28%
- Therapies that treat disease at the root by editing genes, correcting proteins, or targeting genetic drivers, moving from rare diseases to common ones. · Vertex PharmaceuticalsIt turned cystic fibrosis from fatal to manageable and its approved CRISPR therapy Casgevy proves gene editing works as a business model., Regeneron PharmaceuticalsIt built one of the world's largest human genetic databases and uses it to identify drug targets, bridging traditional pharma and gene-based medicine., CRISPR TherapeuticsIt co-owns Casgevy, the first approved CRISPR medicine for a genetic disease, making it the most de-risked pure gene editing play here., Intellia TherapeuticsIt is furthest along at editing genes inside living patients rather than in removed cells, which is what makes gene editing scalable to common diseases., Beam TherapeuticsIts base editing technology changes single DNA letters without cutting the strand, potentially safer and more precise than first-generation gene editing., ARK Genomic Revolution ETFIt holds dozens of smaller genomics and biotech companies this take cannot own individually, catching breakthrough discoveries from early or small firms.27%
- Software and data platforms that use machine learning and computational biology to predict drug targets and design molecules faster than traditional methods. · NVIDIAEvery AI drug discovery model, protein prediction system, and genomics pipeline in this take trains and runs on its chips., Tempus AIIt assembles clinical and molecular datasets that power AI drug discovery models while selling diagnostics and data to pharmaceutical companies., Recursion PharmaceuticalsIt runs automated labs that generate biology data at industrial scale to train drug-hunting AI models, a speculative bet that AI-designed drugs work in humans., SchrodingerIts software simulates how molecules behave before synthesis, and major drugmakers already license it to replace trial and error in drug design.16%
- Medical devices and monitoring systems that replace office visits and invasive procedures with continuous data and automation. · Intuitive SurgicalIt dominates robot-assisted surgery, and advancing medicine will shift more procedures toward machines that deliver better outcomes and faster recovery., DexComIt replaced finger sticks with continuous glucose monitoring, an early example of medicine built on real-time sensor data instead of office visits., InsuletIts tubeless insulin pump pairs with sensors to automate dosing, functioning as an artificial organ and expanding beyond type one diabetes.13%
- Diagnostic tests that catch disease at stage one through blood or genetic screening instead of waiting for symptoms. · NateraIt leads prenatal genetic screening and is expanding into cancer monitoring with blood tests, growing as DNA diagnostics become routine., Guardant HealthIt detects and tracks cancer through blood tests instead of biopsies, and its screening test finds colorectal cancer before symptoms appear.8%
- Cash8%