· 2
+7.0%
since Sep 3
The idea
I believe medicine by 2045 will look completely different: gene edits replacing lifelong treatment, AI designing drugs instead of brute-force screening, and blood tests catching cancer years earlier. Roughly a quarter of this sits in steady lab tools and equipment that gets paid regardless of which specific breakthrough wins, while smaller stakes spread across gene editing, AI drug discovery, and early detection carry the actual upside.
What it owns
- Equipment, reagents, and services that support drug discovery and manufacturing across the industry, collecting revenue regardless of which treatments succeed. · Thermo Fisher ScientificIt sells instruments, reagents, and manufacturing services to nearly every biotech and pharmaceutical company, collecting revenue from whichever approaches succeed., DanaherIt supplies equipment and consumables that manufacture biologic drugs, gene therapies, and diagnostics, getting paid on production volume rather than which drug succeeds., Agilent TechnologiesIt sells analytical instruments and lab services across pharmaceutical development and diagnostics, dependent on sustained research spending., West Pharmaceutical ServicesIt makes the stoppers, seals, and delivery components for nearly every injectable biologic, so it gets paid per dose regardless of whose drug it is., IlluminaIts sequencers drove genome reading costs from millions toward hundreds of dollars, underpinning genetic medicine and discovery across the take., 10x GenomicsIt sells instruments that let researchers read biology one cell at a time, the resolution gene editing and AI discovery both depend on.28%
- Companies developing genetic medicines and cell therapies designed to treat diseases at their root cause rather than manage symptoms. · Vertex PharmaceuticalsIt already converted cystic fibrosis from fatal to manageable and has one of the first approved gene therapies, now racing to build new curative programs in pain and diabetes., Regeneron PharmaceuticalsIt built its pipeline on one of the world's largest human genetic databases, the gene-first approach this take expects., CRISPR TherapeuticsIt achieved the first approved therapy that edits genes in patients, proving the approach works, and now must show revenue ramping and new programs advancing., Intellia TherapeuticsIt edits genes inside the patient's body with a single infusion instead of extracting cells, a harder and broader application of genetic editing., ARK Genomic Revolution ETFIt holds dozens of smaller genomic medicine companies this take doesn't own directly, capturing breakthroughs from unexpected players., Beam TherapeuticsIts base editing changes single DNA letters without cutting the strand, in principle safer and more precise than first-generation approaches.27%
- Tools and approaches that use computation and machine learning to design drugs faster and find therapeutic targets humans might miss. · NVIDIANearly every AI drug discovery effort runs on its chips, so it captures the trend without betting on any single pipeline., Tempus AIIt converts real patient records and genomic data into training material for AI drug discovery and sells that data to pharmaceutical companies., SchrodingerIts software simulates how molecules behave before synthesis, replacing trial-and-error drug discovery with computation., Recursion PharmaceuticalsIt runs millions of automated cell experiments and trains AI on results to find drugs humans would miss, backed by pharmaceutical partnerships.16%
- Platforms and devices that shift care from clinics and hospitals into continuous monitoring and automated treatment in patients' daily lives. · Intuitive SurgicalIts surgical robots dominate minimally invasive procedures and generate recurring instrument revenue for years from each installed system., DexComIt replaces finger-stick testing with continuous glucose data streams, rebuilding diabetes care around real-time information., InsuletIts tubeless insulin pump pairs with glucose monitors to automate dosing, effectively a wearable artificial pancreas.13%
- Blood tests and molecular screening that catch disease in earlier, more treatable stages before symptoms develop. · NateraIts blood test finds cancer traces after treatment, catching recurrence months before imaging would, and depends on adoption as standard oncology practice., Guardant HealthIts blood test screens for colorectal cancer without colonoscopy, the purest version of catching disease early instead of treating late.8%
- Cash8%