−3.1%
since Oct 3
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, cancer caught at stage one from a blood draw, and care delivered through robots and sensors. Since no one knows which specific cure wins, this basket spreads across the whole pipeline, about a quarter in the tools and equipment makers every lab depends on, with the rest split across gene editing, AI-driven drug discovery, early detection, and new care delivery, no single name dominating.
What it owns
- These companies sell the core instruments, reagents, and manufacturing equipment that all drug research and production depends on, so they benefit from any cure that gets made. · Thermo Fisher ScientificIt sells the instruments, reagents, and manufacturing services that nearly every drugmaker and lab depends on, so it gets paid regardless of which cure wins., DanaherIt owns the equipment and consumables that biologic drugs and gene therapies are manufactured with, so its sales rise as the volume of advanced medicines being produced increases., West Pharmaceutical ServicesIt makes the stoppers, seals, and delivery components that injectable drugs, including new biologics and gene therapies, physically require., IlluminaIts machines read most of the DNA sequenced on earth, and cheap sequencing is the raw input for everything in this basket from editing to early detection., Agilent TechnologiesIt sells the analytical instruments and consumables that labs use every day, a steady tools position that benefits from global research and diagnostics spending., 10x GenomicsIt makes the tools researchers use to study biology one cell at a time, the resolution that next-generation cures get discovered at.28%
- These are companies that have already brought disease-modifying treatments to patients or are closest to doing so, proving that curing diseases at the root can be a real business. · Vertex PharmaceuticalsIt turned cystic fibrosis from a death sentence into a managed condition and its Casgevy gene-editing therapy is one of the first CRISPR treatments approved and selling., Regeneron PharmaceuticalsIt built one of the largest human genetic databases and uses it to pick drug targets, which is the bridge between traditional pharma and gene-based medicine., CRISPR TherapeuticsIt co-owns Casgevy, the first approved CRISPR medicine, making it the most de-risked pure gene editor in this take., ARK Genomic Revolution ETFIt holds dozens of smaller genomics and biotech companies that this basket cannot own individually, so it catches breakthroughs from firms too early or too small to pick today., Beam TherapeuticsIts base editing changes single DNA letters without cutting the strand, potentially safer and more precise than first-generation CRISPR, though still in early clinical trials., Intellia TherapeuticsIt is furthest along at editing genes inside a living patient rather than in cells removed and returned, which is what makes gene editing scalable to common diseases.27%
- These companies use machine learning to design drugs, predict biology, and generate research data at scales that wet-lab trial and error cannot match. · NVIDIAEvery AI drug discovery model, protein structure predictor, and genomics pipeline in this basket trains and runs on its chips., Tempus AIIt is building the clinical and molecular dataset that AI medicine trains on, selling diagnostics now and data to drugmakers alongside., Recursion PharmaceuticalsIt runs automated labs that generate biology data at industrial scale to feed its drug-hunting AI models, making it the most speculative end of the AI drug discovery bet., SchrodingerIts software simulates how molecules behave before anyone synthesizes them, and most major drugmakers already license it for computational drug design.16%
- These companies replace traditional office visits and manual management with continuous monitoring and automation, shifting care toward real-time data and better outcomes. · Intuitive SurgicalIt dominates robot-assisted surgery, which is becoming the standard for major procedures because of better outcomes, shorter recoveries, and more consistent precision., DexComIts sensors replaced finger sticks with a constant stream of glucose data, an early example of care running on real-time monitoring instead of office visits., InsuletIts tubeless pump pairs with sensors to automate insulin dosing, functioning as an artificial organ built from connected devices.13%
- These companies find disease from a blood draw or simple test before symptoms appear, shifting treatment from late stage to early stage where outcomes are far better. · Guardant HealthIts blood tests find and track cancer from a draw instead of a biopsy, and its Shield test screens for colorectal cancer before symptoms appear., NateraIt dominates prenatal genetic screening and is growing fast in cancer recurrence monitoring, benefiting from the shift to DNA-based diagnostics as routine care.8%
- Cash8%