−2.3%
since Oct 8
The idea
I believe medicine by 2045 looks radically different: gene edits replacing lifelong treatment, AI designing drugs, and blood tests catching cancer years early. This basket spreads across lab tools, gene editing, AI drug discovery, new care delivery and early detection to capture that shift, then adds a further bet that society grows comfortable with embryo editing and body augmentation, owned through public fertility and brain implant companies rather than the private startups doing it directly.
What it owns
- Labs building gene edits, AI-designed drugs and cancer blood tests buy reagents, instruments and trial services from these suppliers, so they get paid whichever approach wins. · Thermo Fisher ScientificIt supplies reagents, instruments and trial services to every lab building gene edits, AI drugs or cancer blood tests, so it gets paid whichever approach wins., DanaherIt sells equipment to manufacture biologic and gene-based medicines at scale, plus diagnostics and an AI-powered lab for drug discovery., Agilent TechnologiesIt makes instruments and tests that labs use to check molecules and genes, including materials that go into gene-editing drugs., West Pharmaceutical ServicesNew drugs and gene therapies mostly end up in vials and injectors, and it makes much of the high-end packaging that holds them., IlluminaReading DNA is the first step for gene editing, embryo screening and cancer blood tests, and its machines do most of that sequencing., 10x GenomicsIt lets researchers see what is happening inside single cells and where they sit in tissue, how scientists find targets for new cures.24%
- Gene editing and new medicines designed to fix a disease once instead of treating it for life. · Vertex PharmaceuticalsIt co-sells Casgevy, the first approved CRISPR cure that replaces lifelong treatment with a one-time edit., CRISPR TherapeuticsIt is Vertex's partner on Casgevy and is pushing gene edits into heart disease and other common conditions beyond blood disorders., Regeneron PharmaceuticalsIt builds drugs off one of the largest human genetics databases, using DNA insights to find disease targets., Beam TherapeuticsIt uses base editing, a more precise way to change a single DNA letter without cutting both strands, the kind of tool a future of routine gene edits needs., ARK Genomic Revolution ETFIt is a fund holding dozens of genomics companies, spreading the gene-editing and DNA-testing bet across many companies in the field., Intellia TherapeuticsIt edits genes inside the body with a single infusion and no cell harvesting, the version of gene editing most likely to become everyday medicine.22%
- Companies using AI and computing to design drugs faster than testing millions of compounds by hand. · NVIDIAAI drug design runs on huge amounts of computing power, and most of it runs on its chips., Tempus AIIt collects patient genetic and clinical data and uses AI to help doctors pick treatments and drugmakers design trials., Recursion PharmaceuticalsIt is betting its whole drug pipeline on AI and automated labs, making it the purest test of whether AI can actually discover drugs faster., SchrodingerIt sells software that uses physics and machine learning to design drug molecules on a computer before anyone makes them.13%
- Robots and wearable devices that automate how patients get treated and monitored day to day. · Intuitive SurgicalIts da Vinci robots already do a big share of certain surgeries and more procedures handled by machines fits the trend toward automated care., DexComIts sensors track blood sugar from the skin all day, an early version of the body being monitored constantly instead of checked at the clinic., InsuletIts tubeless pump talks to glucose sensors to dose insulin automatically, a working example of a machine handling a body function.10%
- Blood tests that find cancer and genetic risk years before symptoms appear. · NateraIt reads fetal DNA from a mother's blood and tracks cancer recurrence through blood tests, spanning early detection and embryo screening., Guardant HealthIt finds cancer DNA in blood, including a colon cancer screening test that catches cancer years early., GRAILIts Galleri test looks for dozens of cancers from one blood draw, the most direct bet that routine blood tests will catch cancer early.10%
- If embryo editing and screening become accepted, the benefits, clinics and labs that handle it would see growth. · The Cooper CompaniesIts fertility business supplies IVF clinics and embryo labs where any future of embryo editing or screening would pass through., ProgynyIt manages fertility benefits for employers paying for IVF and embryo testing, so wider acceptance of shaping children's genes would run through its plans.8%
- Public companies already implanting devices that read brain signals and respond, the first step toward enhancing brain function. · MedtronicIts Percept system reads a patient's own brain signals and adjusts stimulation in real time, the closest public product to a machine upgrade for the brain., NeuroPaceIt is the only public company selling an FDA-approved brain implant that reads brain activity and responds to it, used today for epilepsy., ClearPoint NeuroIt makes the MRI-guided navigation surgeons use to place devices and gene therapies precisely in the brain, getting paid as both brain implants and brain gene therapies grow.8%
- Cash5%