Personalized Medicine Platform Bet
Jared@jared
· 6
+6.8%
since Sep 1
Practiced to +0.3% before going real.
Practice chapter: simulated results; no money was invested.
The idea
I believe personalized medicine, especially mRNA and custom cancer vaccines, moves from a one off Covid story to a standard way of treating disease over the next decade or two. Rather than betting on any single drug winning trials, I anchor the portfolio in the sequencing, lab tools, and manufacturing suppliers that get paid regardless of which vaccine succeeds, then layer in a smaller slice of the platform makers themselves, diversified pharma partners, and diagnostics companies.
What it owns
- Every personalized vaccine starts by reading the patient's DNA, and these companies sell the machines and supplies regardless of whose drug wins. · Thermo Fisher ScientificIt sells the instruments and services that nearly every drug developer uses, so it gets paid regardless of which vaccine approaches succeed., DanaherIt owns the equipment and consumables used to manufacture biologic drugs, including mRNA medicines, so it gets paid as production volumes grow., IlluminaPersonalized vaccines start by sequencing each patient's tumor, and its machines are the standard way that sequencing gets done., Agilent TechnologiesIt supplies the analysis and quality-control instruments labs use throughout drug development, getting paid on rising research spending across the sector., Twist BioscienceIt makes synthetic DNA to order, a raw ingredient for designing mRNA vaccines and gene therapies used across the take., 10x GenomicsIt sells the tools that enable single-cell analysis, which researchers use to match tumor characteristics to vaccine designs in personalized medicine approaches.26%
- Large drugmakers funding and distributing personalized therapies, with global revenue that cushions regulatory risk across any single country. · Merck & CoIt is the big pharma partner in the Moderna melanoma vaccine program, with Keytruda profits funding oncology development for the years ahead., AstraZenecaIt is a cancer giant with sales spread across Europe and Asia, which softens any single regulator's impact on the take., NovartisIt builds targeted and gene-based therapies from Switzerland, giving the basket a steady precision-medicine payer whose revenue doesn't hinge on any single regulator., SanofiIt has put real money into mRNA through acquisitions and internal programs, making it the European pharma most directly invested in this technology.22%
- Companies building personalized mRNA and genetic medicines, the highest upside if personalized medicine becomes a standard treatment approach. · ModernaIt is the purest bet that mRNA becomes a standard way to treat disease, with its melanoma vaccine program providing the first major clinical test., BioNTechIt has the deepest personalized cancer vaccine pipeline in development, funded by a large cash pile that can carry programs through clinical milestones., Alnylam PharmaceuticalsIt already sells approved RNA medicines, which is proof that this class of drugs works commercially and not just in trials., CRISPR TherapeuticsIt is the gene editing arm of personalized medicine, with an approved therapy already on the market and a pipeline behind it., Arcturus TherapeuticsIt makes self-amplifying mRNA, a next-generation version that could work at much lower doses if mRNA goes mainstream for cancer treatment.20%
- Custom medicine must be produced and injected, and these suppliers make the raw materials, vials, and production equipment that enable scale. · West Pharmaceutical ServicesIt makes the stoppers inside every injectable vaccine, so more personalized vaccines means more of what it sells regardless of whose drug it is., RepligenIt sells the filters and consumables used up in every batch of biologic drug production, so its sales scale directly with manufacturing volumes., AvantorIt distributes the everyday chemicals and supplies that labs and drug plants run on, a broad way to get paid as the whole biopharma sector grows., Maravai LifeSciencesIt makes the capping reagents and raw materials that go into mRNA itself, the most direct exposure to mRNA manufacturing demand.13%
- Matching the right patient to the right treatment is the core of personalized medicine, and these tests perform that matching. · NateraIts blood tests spot cancer recurrence early, the tool that decides which patients receive a personalized vaccine and whether treatment is working., Guardant HealthIt reads tumors from a blood draw, the matching step that pairs each patient with the right treatment approach., Tempus AIIt uses AI on genomic and clinical data to match patients to treatments, providing the software layer that connects diagnostics to therapy selection.11%
- Cash8%