Medicine 2045
Andy
@aweissman
· 4
+7.1%
since Sep 3
The idea
I believe medicine over the next 20 years gets rebuilt from the ground up: genes edited instead of symptoms managed, drugs designed by AI instead of found by trial and error, cancer caught early instead of late. About a quarter of the portfolio anchors this in steady sequencing, lab tools, and surgical platforms that get paid regardless of which cure wins, while smaller positions in gene editing, AI drug discovery, and early detection carry the real transformational upside.
What it owns
- Companies selling sequencers, manufacturing equipment, and delivery systems earn revenue regardless of which specific cure succeeds. · Thermo Fisher ScientificIt supplies instruments, reagents, and manufacturing to nearly every drug developer, so it earns from whichever cures win., DanaherIt makes the equipment and consumables that manufacture biologic drugs, so every approved gene or cell therapy means recurring revenue., IlluminaIts sequencers read the genomes that drug discovery, cancer screening, and AI training all depend on., Agilent TechnologiesIt sells analytical instruments and lab services that diagnostics and pharma depend on, earning from precision medicine's growth., West Pharmaceutical ServicesIt makes the stoppers, seals, and delivery systems for nearly every injectable, and gene therapies, biologics, and GLP-1s are all injectables., 10x GenomicsIt makes tools that let researchers study biology one cell at a time, the resolution needed to find which cell a disease actually lives in.28%
- Gene editing and next-generation cancer medicines aim to cure diseases currently managed long-term with drugs. · Vertex PharmaceuticalsIt proved gene editing therapies can fund themselves through profitable approved medicines, with a pipeline and new acquisitions extending that reach., Regeneron PharmaceuticalsIt built one of the world's largest human genetics databases and uses it to pick drug targets, turning biology data into approved medicines., CRISPR TherapeuticsIt delivered the first CRISPR-approved medicine, proving gene editing works in patients, with a pipeline moving into larger diseases., ARK Genomic Revolution ETFIt holds dozens of small genomics companies, catching breakthroughs too early or risky to own individually while hedging against picking the wrong cure-maker., Intellia TherapeuticsIt edits genes inside the body with a single infusion instead of removing cells, the approach gene editing needs to reach ordinary patients., Beam TherapeuticsIt changes single DNA letters without cutting the strand, a gentler technique that may show cleaner safety in trials than regular CRISPR.27%
- AI-designed drugs may compress timelines and reduce costs compared to traditional trial-and-error discovery. · NVIDIAEvery AI drug discovery platform trains on its chips, so it earns regardless of which company finds the breakthrough cures., Tempus AIIt collects clinical and genomic data from real patients and sells it to drugmakers and doctors as raw material for AI medicine., SchrodingerIts software simulates how molecules behave before synthesis and earns through software fees and royalties on drugs designed with it., Recursion PharmaceuticalsIt runs automated labs that generate biology data at scale and uses AI to find drugs in it, the most direct version of designed-not-discovered medicines.16%
- Robotic surgery and continuous monitoring systems translate medical breakthroughs into treatment for patients. · Intuitive SurgicalIts da Vinci robots set the standard for minimally invasive surgery and generate recurring revenue from instruments used in each procedure., DexComIts glucose sensors turn chronic disease management from occasional clinic visits into continuous real-time monitoring., InsuletIts insulin pump pairs with continuous sensors to dose automatically, turning diabetes management into a closed-loop instead of a guessing game.13%
- Blood tests and screening that catch disease at stage one may improve outcomes more than new treatments alone. · NateraIts blood tests catch cancer recurrence months before scans can see it, and the business is already growing with insurance coverage., Guardant HealthIts blood test detects cancer from a single draw, and its FDA-approved screening test for colon cancer launches the shift to early stage detection.8%
- Cash8%