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
Bio Therapeutic Drugs
512M +31.95%
Technology
Scientific & Precision Equipment
129M -7.79%
Healthcare
Other Biotechnology & Medical Research
8.27B +47.00%
Healthcare
Other Biotechnology & Medical Research
323M -33.70%
Healthcare
Bio Therapeutic Drugs
317M -34.27%
Healthcare
Bio Therapeutic Drugs
2.31B -13.72%
Healthcare
Other Biotechnology & Medical Research
3.81B +4.88%
Healthcare
Other Pharmaceuticals
38.93B +29.48%
Healthcare
Diagnostic & Testing Substances Manufacturers
3.54B -6.61%
Healthcare
Other Biotechnology & Medical Research
867M -28.39%
Healthcare
Other Biotechnology & Medical Research
110M -27.04%
Healthcare
Bio Therapeutic Drugs
2.2B -23.52%
Healthcare
Bio Therapeutic Drugs
573M +53.18%
Healthcare
Bio Diagnostics & Testing
748M -68.78%
Healthcare
Bio Therapeutic Drugs
888M -9.46%
Healthcare
Other Advanced Medical Equipment & Technology
623M -21.79%
Healthcare
Bio Diagnostics & Testing
1.61B +73.64%
Technology
Other Software
1.96B +18.38%
Healthcare
Biopharmaceuticals
2.22B -22.64%
Healthcare
Diagnostic & Testing Substances
6.07B +60.46%
Healthcare
Other Biotechnology & Medical Research
196M -52.83%
Healthcare
Biopharmaceuticals
54.19B +8.43%
Healthcare
Bio Therapeutic Drugs
13.81B +58.03%
Healthcare
Diagnostic & Testing Substances Manufacturers
3.72B -69.31%
Healthcare
Bio Therapeutic Drugs
1.22B -18.56%
Healthcare
Biopharmaceuticals
2.11B -27.63%
Healthcare
Other Biotechnology & Medical Research
518M +0.52%
Healthcare
Other Biotechnology & Medical Research
5.76B +1.89%
Healthcare
Medical & Diagnostic Laboratories
22.77B +3.82%
Healthcare
Other Pharmaceuticals
2.23B +6.81%
Healthcare
Other Advanced Medical Equipment & Technology
348M -35.52%
Healthcare
Other Biotechnology & Medical Research
4.68B +72.36%
Healthcare
Other Biotechnology & Medical Research
49.72B +8.88%
Healthcare
Bio Diagnostics & Testing
1.12B -12.05%
Healthcare
Medical & Diagnostic Laboratories
1.01B -55.16%
Healthcare
Bio Diagnostics & Testing
10.5B -3.88%
Healthcare
Medical Devices & Implants
271M -11.04%
Healthcare
Bio Therapeutic Drugs
123M -50.69%
Healthcare
Biopharmaceuticals
10.96B -12.86%
Healthcare
Bio Diagnostics & Testing
2.19B -32.60%
Healthcare
Biopharmaceuticals
13.33B +0.22%
Healthcare
Other Medical Equipment, Supplies & Distribution
22.59B +7.58%
- - 14.98B -
Technology
Other Software
1.98B +4.98%
Healthcare
Other Biotechnology & Medical Research
1.52B -7.26%
Healthcare
Other Biotechnology & Medical Research
163M +8.50%
Healthcare
Other Biotechnology & Medical Research
8.08B -28.46%
Healthcare
Other Biotechnology & Medical Research
8.69B -8.50%
Healthcare
Other Advanced Medical Equipment & Technology
34.01B -11.49%
Healthcare
Other Advanced Medical Equipment & Technology
157B -20.16%
Healthcare
Other Biotechnology & Medical Research
10.12B +3.47%
Healthcare
Other Advanced Medical Equipment & Technology
11.32B -14.25%
Healthcare
Other Advanced Medical Equipment & Technology
147B -10.65%
Healthcare
Other Biotechnology & Medical Research
27.48B -19.02%
Healthcare
Other Biotechnology & Medical Research
667M -24.76%
Healthcare
Other Advanced Medical Equipment & Technology
259M -41.77%
Healthcare
Other Pharmaceuticals
202B -17.75%
Healthcare
Other Advanced Medical Equipment & Technology
6.02B -31.99%
Healthcare
Bio Therapeutic Drugs
337M -25.52%
Healthcare
Other Pharmaceuticals
136B +21.31%
Healthcare
Other Biotechnology & Medical Research
572M -5.40%
Healthcare
Bio Therapeutic Drugs
54.8B -26.74%
Healthcare
Diagnostic & Testing Substances
477M -62.14%
Healthcare
Other Medical Equipment, Supplies & Distribution
9.21B -
Healthcare
Medical Diagnostic & Testing Equipment
261M +226.82%
Healthcare
Diagnostic & Testing Substances
1.33B -26.32%
Healthcare
Bio Therapeutic Drugs
1.11B -41.79%
Healthcare
Other Pharmaceuticals
47.2B +4.64%
Healthcare
Other Biotechnology & Medical Research
11.57B -29.86%
Healthcare
Telemedicine Services
1.3B -21.12%
Healthcare
Other Advanced Medical Equipment & Technology
13.86B -34.05%
Healthcare
Other Medical Equipment, Supplies & Distribution
6.36B -29.25%
Healthcare
Other Biotechnology & Medical Research
7.42B -17.72%
Healthcare
Other Biotechnology & Medical Research
187M -36.51%
Industrials
Freight Logistics
346M -11.31%
Healthcare
Other Biotechnology & Medical Research
570M +12.06%
Healthcare
Other Pharmaceuticals
139B -6.37%
Healthcare
Other Biotechnology & Medical Research
170M +71.65%
Healthcare
Other Biotechnology & Medical Research
10.73B -34.22%
Healthcare
Bio Therapeutic Drugs
178M -15.15%
Healthcare
Bio Therapeutic Drugs
25.35B -7.92%
Healthcare
Bio Diagnostics & Testing
328M -58.53%
Healthcare
Other Biotechnology & Medical Research
1.74B -29.68%
Healthcare
Diagnostic & Testing Substances
532M -29.38%
Healthcare
Bio Therapeutic Drugs
192M -26.79%
Healthcare
Bio Therapeutic Drugs
609M +55.83%
Healthcare
Medical & Diagnostic Laboratories
699M +63.20%
Healthcare
Bio Diagnostics & Testing
2.78B +21.78%
Healthcare
Bio Therapeutic Drugs
326M -75.58%

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  3. The key players of the genomic revolution