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 Pharmaceuticals
37.55B -29.80%
Healthcare
Other Biotechnology & Medical Research
1.57B +98.37%
Healthcare
Other Biotechnology & Medical Research
1.86B +45.05%
Healthcare
Bio Therapeutic Drugs
1.82B +12.55%
Healthcare
Other Biotechnology & Medical Research
4.97B -2.04%
Healthcare
Other Biotechnology & Medical Research
189M -21.64%
Healthcare
Bio Diagnostics & Testing
1.75B +73.63%
Healthcare
Other Biotechnology & Medical Research
174M +8.81%
Healthcare
Bio Therapeutic Drugs
240M -12.38%
Healthcare
Diagnostic & Testing Substances
21.23B +59.55%
Healthcare
Bio Therapeutic Drugs
2.85B +71.33%
Healthcare
Diagnostic & Testing Substances Manufacturers
3.15B +37.87%
Healthcare
Bio Therapeutic Drugs
1.18B -65.24%
Healthcare
Other Biotechnology & Medical Research
9.08B -30.82%
Healthcare
Other Biotechnology & Medical Research
191M -18.58%
Healthcare
Other Advanced Medical Equipment & Technology
2.03B +92.11%
Healthcare
Medical & Diagnostic Laboratories
39.05B +21.07%
Healthcare
Bio Therapeutic Drugs
1.77B -19.07%
Healthcare
Bio Therapeutic Drugs
635M -14.79%
Healthcare
Medical Diagnostic & Testing Equipment
309M +53.33%
Healthcare
Bio Therapeutic Drugs
20B +24.81%
Healthcare
Bio Diagnostics & Testing
3.43B +41.01%
Healthcare
Biopharmaceuticals
11.33B -0.81%
Healthcare
Other Pharmaceuticals
5.96B +56.69%
Technology
Scientific & Precision Equipment
119M +18.03%
Healthcare
Biopharmaceuticals
26.76B +131.54%
Healthcare
Biopharmaceuticals
2.35B +29.74%
Healthcare
Other Advanced Medical Equipment & Technology
192M -33.33%
Healthcare
Other Biotechnology & Medical Research
194M +35.58%
Healthcare
Biopharmaceuticals
5.76B +191.96%
Healthcare
Bio Diagnostics & Testing
4.52B +41.35%
Healthcare
Other Biotechnology & Medical Research
50.35B +8.11%
Healthcare
Other Advanced Medical Equipment & Technology
466M -18.18%
Healthcare
Medical Devices & Implants
615M +54.37%
Healthcare
Biopharmaceuticals
66.75B -13.92%
Healthcare
Bio Diagnostics & Testing
1.49B +57.91%
Healthcare
Medical & Diagnostic Laboratories
1.85B +23.30%
Healthcare
Other Medical Equipment, Supplies & Distribution
20.99B -10.00%
Healthcare
Bio Diagnostics & Testing
960M +116.62%
Industrials
Freight Logistics
810M +72.60%
Healthcare
Other Biotechnology & Medical Research
15.31B -5.77%
Healthcare
Other Advanced Medical Equipment & Technology
141B -12.29%
Technology
Other Software
1.21B -9.00%
Healthcare
Biopharmaceuticals
22.95B +16.52%
Healthcare
Diagnostic & Testing Substances
701M -38.25%
- - 17.72B -
Healthcare
Biopharmaceuticals
42.55B +38.30%
Healthcare
Other Advanced Medical Equipment & Technology
38.18B -1.00%
Healthcare
Other Advanced Medical Equipment & Technology
28.93B +42.69%
Healthcare
Other Advanced Medical Equipment & Technology
198B -7.62%
Healthcare
Other Biotechnology & Medical Research
34.69B -8.25%
Healthcare
Diagnostic & Testing Substances
570M +2.60%
Healthcare
Other Biotechnology & Medical Research
8.59B -12.88%
Healthcare
Other Pharmaceuticals
161B +7.30%
Healthcare
Specialty & Advanced Pharmaceuticals
298B +17.43%
Healthcare
Other Advanced Medical Equipment & Technology
9.11B +24.52%
Healthcare
Other Biotechnology & Medical Research
11.1B +21.54%
Healthcare
Diagnostic & Testing Substances
5.81B +180.50%
Healthcare
Other Advanced Medical Equipment & Technology
12.41B +15.09%
Healthcare
Other Biotechnology & Medical Research
763M -35.67%
Healthcare
Other Medical Equipment, Supplies & Distribution
8.04B -2.40%
Healthcare
Other Biotechnology & Medical Research
3.99B +13.53%
Healthcare
Other Biotechnology & Medical Research
3.07B +11.26%
Healthcare
Other Biotechnology & Medical Research
12.87B -5.56%
Healthcare
Other Medical Equipment, Supplies & Distribution
7.71B -
Healthcare
Other Pharmaceuticals
51.97B +10.80%
Healthcare
Diagnostic & Testing Substances Manufacturers
1.9B -18.17%
Healthcare
Telemedicine Services
1.67B +38.86%
Healthcare
Other Biotechnology & Medical Research
485M +48.29%
Healthcare
Other Biotechnology & Medical Research
11.14B +14.41%
Healthcare
Other Biotechnology & Medical Research
211M -41.98%
Healthcare
Other Pharmaceuticals
138B -0.32%
Healthcare
Bio Therapeutic Drugs
313M +372.89%
Healthcare
Bio Therapeutic Drugs
181M +4.24%
Healthcare
Bio Therapeutic Drugs
22.86B -3.37%
Technology
Other Software
1.04B -19.86%
Healthcare
Bio Therapeutic Drugs
349M +204.29%
Healthcare
Bio Therapeutic Drugs
10.13B +8.18%
Healthcare
Other Biotechnology & Medical Research
221M +111.78%
Healthcare
Other Biotechnology & Medical Research
218M +54.25%
Healthcare
Other Biotechnology & Medical Research
591M +8.30%
Healthcare
Other Biotechnology & Medical Research
114M +1.92%
Healthcare
Diagnostic & Testing Substances
411M -28.26%
Healthcare
Bio Therapeutic Drugs
639M +38.69%
Healthcare
Bio Diagnostics & Testing
2.05B -17.61%
Healthcare
Bio Therapeutic Drugs
1.07B -12.78%
Healthcare
Bio Therapeutic Drugs
397M +3.99%

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