Investment Themes

The key players of the genomic revolution

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Investment Themes

Genomic innovation can be a catalyst for growth in the health industry. In recent years, we have reached key inflection points in accessing and understanding the molecular building blocks of the human body.

Genomics, the science that studies all the genes in our cells, will make it possible to identify and treat many diseases. Soon, thanks to a simple non-invasive blood test, clinicians may be able to detect multiple forms of cancer and rare diseases at an early stage. This is thanks to two major advances. First, the cost of sequencing a long-read genome, once a nine-figure project worthy of a state, has dropped to a few hundred dollars. The learning curve for the human genome follows a Wright Curve shape, meaning that the cumulative doubling of sequencing data should continue to drive costs down in the future, enhancing the viability and accuracy of liquid biopsies. Although historically dominated by short-read sequencing, long-read sequencing, which offers superior accuracy and more complete variance detection, could gain market share to dominate by 2025. Thus, DNA modification is becoming a feasible therapy for dealing with pervasive chronic diseases. Second, bioinformatics is now making it possible to link DNA data and therapeutic initiatives to patient outcomes. The synergies between advances in DNA sequencing, artificial intelligence and synthetic biology have been accelerated by the blurring of technological boundaries between these disciplines. This, in turn, is improving the understanding of how a human genome deteriorates and how it can be repaired. This thematic list identifies the players that can accelerate the ongoing genomics revolution and take advantage of its expansion as a solution to many diseases. It covers providers of materials and tools that enable basic research, improve diagnostic accuracy and enable personalized genomic medicine, as well as companies that deploy technologies to find next-generation treatments. This list provides access to actions at the forefront of genomic and immunological innovation, specifically players in bioinformatics, gene therapy, bio-inspired information, DNA sequencing, molecular medicine, agricultural biology, and pharmaceutical innovations.

Our selection

Healthcare
Other Biotechnology & Medical Research
5.17B -0.84%
Healthcare
Bio Therapeutic Drugs
1.74B -6.00%
Healthcare
Bio Diagnostics & Testing
3.82B +201.83%
Healthcare
Other Biotechnology & Medical Research
1.71B +32.48%
Healthcare
Other Biotechnology & Medical Research
154M -10.64%
Healthcare
Other Biotechnology & Medical Research
164M -31.54%
Healthcare
Diagnostic & Testing Substances
21.84B +55.25%
Healthcare
Bio Therapeutic Drugs
3.19B +89.77%
Healthcare
Other Pharmaceuticals
34.52B -36.12%
Healthcare
Medical & Diagnostic Laboratories
47.61B +41.76%
Healthcare
Other Biotechnology & Medical Research
1.75B +105.28%
Healthcare
Other Advanced Medical Equipment & Technology
1.99B +89.47%
Healthcare
Other Biotechnology & Medical Research
9.31B -30.10%
Healthcare
Bio Therapeutic Drugs
576M -39.83%
Healthcare
Medical Diagnostic & Testing Equipment
401M +82.29%
Healthcare
Bio Therapeutic Drugs
25.56B +51.08%
Healthcare
Diagnostic & Testing Substances Manufacturers
1.41B -38.17%
Healthcare
Bio Diagnostics & Testing
3.9B +47.84%
Healthcare
Other Biotechnology & Medical Research
200M -19.97%
Healthcare
Bio Diagnostics & Testing
2.59B +164.07%
Healthcare
Other Pharmaceuticals
5.74B +51.18%
Healthcare
Biopharmaceuticals
2B +6.36%
Healthcare
Biopharmaceuticals
54.14B +349.42%
Healthcare
Other Biotechnology & Medical Research
157M -13.19%
Healthcare
Biopharmaceuticals
7.87B +282.88%
Healthcare
Bio Diagnostics & Testing
3.53B +2.13%
Healthcare
Biopharmaceuticals
12.47B +7.82%
Healthcare
Bio Therapeutic Drugs
281M -4.70%
Healthcare
Medical Devices & Implants
506M +21.35%
Healthcare
Biopharmaceuticals
80.65B +4.21%
Healthcare
Other Biotechnology & Medical Research
16.36B +4.04%
Healthcare
Other Biotechnology & Medical Research
46.38B +0.71%
Healthcare
Other Advanced Medical Equipment & Technology
401M -32.58%
Healthcare
Medical & Diagnostic Laboratories
2.27B +48.21%
Healthcare
Other Medical Equipment, Supplies & Distribution
21.55B -10.48%
Healthcare
Other Biotechnology & Medical Research
9.39B +157.65%
Healthcare
Bio Therapeutic Drugs
1.72B -22.62%
Healthcare
Diagnostic & Testing Substances
987M -17.96%
Healthcare
Bio Diagnostics & Testing
1.04B +109.69%
Healthcare
Other Advanced Medical Equipment & Technology
125M -59.12%
Industrials
Freight Logistics
767M +54.90%
Healthcare
Biopharmaceuticals
50.1B -14.34%
Healthcare
Other Advanced Medical Equipment & Technology
40.81B +5.25%
Healthcare
Other Biotechnology & Medical Research
11.33B +22.89%
Healthcare
Biopharmaceuticals
25.54B +27.16%
Healthcare
Other Advanced Medical Equipment & Technology
144B -11.73%
Healthcare
Bio Therapeutic Drugs
948M -72.41%
- - 17.07B -
Healthcare
Other Advanced Medical Equipment & Technology
30.96B +54.91%
Healthcare
Other Advanced Medical Equipment & Technology
224B +3.48%
Healthcare
Other Biotechnology & Medical Research
42.3B +12.63%
Healthcare
Other Pharmaceuticals
181B +18.14%
Healthcare
Other Advanced Medical Equipment & Technology
8.29B +13.37%
Healthcare
Other Biotechnology & Medical Research
8.79B -11.21%
Healthcare
Diagnostic & Testing Substances
8.77B +297.92%
Healthcare
Specialty & Advanced Pharmaceuticals
364B +39.84%
Healthcare
Other Advanced Medical Equipment & Technology
13.82B +26.35%
Technology
Other Software
1.44B +5.87%
Healthcare
Other Pharmaceuticals
58.38B +17.00%
Healthcare
Other Medical Equipment, Supplies & Distribution
10.02B +23.38%
Healthcare
Diagnostic & Testing Substances
305M -49.92%
Healthcare
Other Biotechnology & Medical Research
12.31B -13.18%
Healthcare
Other Medical Equipment, Supplies & Distribution
10.06B -
Healthcare
Other Biotechnology & Medical Research
13.29B +36.62%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.33B -0.44%
Healthcare
Telemedicine Services
1.11B -12.43%
Healthcare
Other Biotechnology & Medical Research
425M +32.44%
Healthcare
Other Biotechnology & Medical Research
2.52B -12.07%
Healthcare
Other Pharmaceuticals
158B +10.82%
Healthcare
Bio Therapeutic Drugs
332M +226.36%
Healthcare
Other Biotechnology & Medical Research
457M -19.74%
Healthcare
Bio Therapeutic Drugs
292M +139.67%
Healthcare
Bio Therapeutic Drugs
24.65B +1.59%
Healthcare
Other Biotechnology & Medical Research
648M -44.29%
Technology
Other Software
1.16B -14.53%
Healthcare
Bio Therapeutic Drugs
419M +118.35%
Healthcare
Bio Therapeutic Drugs
11.67B +22.35%
Healthcare
Other Biotechnology & Medical Research
200M +69.83%
Healthcare
Other Biotechnology & Medical Research
235M +60.13%
Healthcare
Bio Therapeutic Drugs
398M +0.71%
Healthcare
Other Biotechnology & Medical Research
114M +1.92%
Healthcare
Bio Diagnostics & Testing
2.11B -18.81%
Healthcare
Bio Therapeutic Drugs
949M -24.45%
Healthcare
Diagnostic & Testing Substances
460M -22.59%
Healthcare
Bio Therapeutic Drugs
598M +25.18%

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