Future of Medicine 2045
David@wdavidturner
−5.7%
since Sep 30
The idea
I believe genomics, precision diagnostics, and computational drug discovery become the default way medicine works over the next twenty years, so I built a tiered basket to own that shift. Large-cap tools and therapeutics anchor it, mid-caps in diagnostics and devices add ballast, and a small-cap layer of gene editors and sequencing names carries the growth bet, with a genomics fund stacked on top as extra small-cap exposure. I stayed fully invested with no cash cushion and no oversized single-name bets, treating this as a long hold rather than something to trade around near-term news.
What it owns
- Roughly ten billion to one hundred billion dollar diagnostics, devices, and genomics companies that grow as precision medicine spreads into routine clinical care. · Regeneron PharmaceuticalsIt builds drugs from its own giant genetic database, embodying the genomics-first model that precision medicine runs on as its genetics engine produces pipeline candidates., DexcomIt turns a chronic disease into a continuous data stream, showing medicine run on measurement instead of guesswork as continuous monitoring spreads beyond type one diabetes., IlluminaIt still runs most of the world's DNA sequencing, and precision medicine needs sequencing costs to keep falling until reading a genome becomes routine., Agilent TechnologiesIt supplies the instruments and lab services behind diagnostics and drug development, a steadier way to own the buildout as lab spending on precision medicine grows., West Pharmaceutical ServicesIt makes the vials, stoppers, and delivery components that every injectable biologic ships in, collecting a quiet toll as genetic medicines proliferate., Tempus AIIt represents the bet that AI trained on real clinical and genomic data becomes how doctors pick treatments, requiring continued growth in its data business and health system adoption., NateraIts blood tests for cancer recurrence and prenatal screening are precision diagnostics moving into routine care, requiring continued growth in test volumes and insurance coverage., InsuletIts tubeless pumps pair with sensors to automate insulin dosing, showing care run by algorithm as automated delivery takes share from injections.33%
- Companies over roughly one hundred billion dollars that sell the tools and proven therapies medicine already runs on, steadying a twenty-year bet on precision medicine. · Vertex PharmaceuticalsIt has already turned genetic insight into approved drugs for cystic fibrosis and now a CRISPR-based therapy, proving precision therapeutics can become real medicine., Thermo Fisher ScientificIt makes the instruments and reagents that genomics labs and precision diagnostics centers depend on, so its market share in life science tools spending shapes its growth trajectory., Intuitive SurgicalIt is the standard for robotic surgery, bringing the procedures side of medicine into the computational era as its installed base and procedure counts grow., DanaherIt makes the equipment used to manufacture biologics and gene therapies, so it gets paid regardless of which specific drugs win in precision medicine.27%
- Under roughly ten billion dollars, gene editors and sequencing plays represent the highest-upside and highest-risk layer of the take. · CRISPR TherapeuticsIt has an approved gene-editing therapy on the market, the clearest proof yet that editing DNA is real medicine rather than a lab concept., Guardant HealthIt is the bet that a blood draw replaces invasive biopsies and eventually screens healthy people for cancer, holding as test volumes grow and screening coverage expands., Intellia TherapeuticsIt edits genes inside the body rather than in a lab dish, the approach that works if gene editing scales to common diseases as precision medicine expands., Recursion PharmaceuticalsIt is the pure bet on computational drug discovery, using AI to find drugs faster and cheaper than wet labs alone, needing to show clinical wins from that platform., Beam TherapeuticsIt edits single DNA letters without cutting the strand, representing the next generation of gene editing that precision medicine says becomes default treatment., SchrodingerIts software designs drug molecules by simulation before anyone touches a beaker, computational discovery in its purest form as software revenue and pipeline progress., 10x GenomicsIt sells the tools for reading biology cell by cell, the research layer precision medicine gets built on as researchers keep adopting single-cell and spatial analysis.24%
- This ETF holds dozens of small genomics companies, adding concentrated small-cap risk within a single position that moves with the genomics theme itself. · ARK Genomic Revolution ETFThis ETF stacks dozens of small genomics companies, adding concentrated small-cap risk that moves with the genomics theme itself.16%