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
37.64B -28.90%
Healthcare
Other Biotechnology & Medical Research
1.01B +22.49%
Healthcare
Bio Therapeutic Drugs
1.68B +12.55%
Healthcare
Bio Diagnostics & Testing
1.71B +43.96%
Healthcare
Other Biotechnology & Medical Research
2.03B +69.08%
Healthcare
Other Biotechnology & Medical Research
5.02B +1.24%
Healthcare
Other Biotechnology & Medical Research
12.08B -6.07%
Healthcare
Other Biotechnology & Medical Research
208M -14.15%
Healthcare
Other Biotechnology & Medical Research
168M +3.14%
Healthcare
Diagnostic & Testing Substances
16.89B +26.40%
Healthcare
Bio Therapeutic Drugs
160M -17.33%
Healthcare
Bio Therapeutic Drugs
1.7B +101.25%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.44B +17.00%
Healthcare
Bio Therapeutic Drugs
1.1B -65.00%
Healthcare
Other Biotechnology & Medical Research
213M -7.89%
Healthcare
Medical & Diagnostic Laboratories
31.52B -1.16%
Healthcare
Bio Therapeutic Drugs
358M -45.14%
Healthcare
Bio Therapeutic Drugs
1.69B -23.96%
Healthcare
Medical Diagnostic & Testing Equipment
327M +63.43%
Healthcare
Bio Therapeutic Drugs
15.84B -5.03%
Healthcare
Bio Diagnostics & Testing
2.76B +3.33%
Healthcare
Biopharmaceuticals
10.65B -7.42%
Healthcare
Other Pharmaceuticals
5.12B +39.18%
Healthcare
Biopharmaceuticals
21.98B +109.56%
Healthcare
Other Advanced Medical Equipment & Technology
1.48B +50.26%
Healthcare
Biopharmaceuticals
1.96B +8.66%
Healthcare
Other Biotechnology & Medical Research
225M +52.15%
Healthcare
Other Advanced Medical Equipment & Technology
144M -54.72%
Healthcare
Biopharmaceuticals
5.29B +161.25%
Healthcare
Bio Diagnostics & Testing
4.06B +21.83%
Healthcare
Other Biotechnology & Medical Research
43.51B -8.27%
Healthcare
Other Advanced Medical Equipment & Technology
419M -28.34%
Healthcare
Medical Devices & Implants
495M +24.76%
Healthcare
Biopharmaceuticals
62.54B -21.24%
Healthcare
Biopharmaceuticals
19.93B +0.22%
Healthcare
Bio Diagnostics & Testing
739M +60.62%
Healthcare
Bio Diagnostics & Testing
1.2B +24.63%
Healthcare
Medical & Diagnostic Laboratories
1.37B -11.73%
Healthcare
Other Medical Equipment, Supplies & Distribution
19.9B -15.86%
Industrials
Freight Logistics
741M +51.77%
Healthcare
Other Biotechnology & Medical Research
13.18B -18.62%
Healthcare
Other Advanced Medical Equipment & Technology
128B -22.35%
Technology
Other Software
1.12B -13.14%
Healthcare
Diagnostic & Testing Substances
621M -47.94%
- - 16.56B -
Healthcare
Biopharmaceuticals
40.9B +37.00%
Healthcare
Other Advanced Medical Equipment & Technology
36.25B -8.63%
Healthcare
Other Advanced Medical Equipment & Technology
24.86B +21.29%
Healthcare
Other Advanced Medical Equipment & Technology
176B -20.32%
Healthcare
Other Biotechnology & Medical Research
29.9B -24.28%
Healthcare
Diagnostic & Testing Substances
401M -28.78%
Healthcare
Other Biotechnology & Medical Research
7.7B -22.72%
Healthcare
Other Pharmaceuticals
158B +2.21%
Healthcare
Specialty & Advanced Pharmaceuticals
284B +9.67%
Healthcare
Other Advanced Medical Equipment & Technology
8.49B +16.17%
Healthcare
Other Biotechnology & Medical Research
8.77B -6.48%
Healthcare
Diagnostic & Testing Substances
4.03B +97.00%
Healthcare
Other Advanced Medical Equipment & Technology
11.29B +1.11%
Healthcare
Other Biotechnology & Medical Research
969M -13.21%
Healthcare
Other Medical Equipment, Supplies & Distribution
7.83B -6.05%
Healthcare
Other Biotechnology & Medical Research
3.21B -9.26%
Healthcare
Telemedicine Services
1.37B +8.43%
Healthcare
Other Biotechnology & Medical Research
10.99B -21.38%
Healthcare
Other Medical Equipment, Supplies & Distribution
6.53B -
Healthcare
Other Pharmaceuticals
49.43B +2.13%
Technology
Other Software
941M -31.56%
Healthcare
Diagnostic & Testing Substances Manufacturers
1.67B -21.19%
Healthcare
Other Biotechnology & Medical Research
8.9B -8.59%
Healthcare
Other Biotechnology & Medical Research
3.08B +17.17%
Healthcare
Other Biotechnology & Medical Research
362M +24.39%
Healthcare
Other Pharmaceuticals
148B +4.10%
Healthcare
Other Biotechnology & Medical Research
227M -34.54%
Healthcare
Bio Therapeutic Drugs
216M +288.86%
Healthcare
Bio Therapeutic Drugs
22.63B -3.13%
Healthcare
Bio Therapeutic Drugs
221M +99.47%
Healthcare
Bio Therapeutic Drugs
10.78B +22.07%
Healthcare
Other Biotechnology & Medical Research
163M +56.25%
Healthcare
Bio Therapeutic Drugs
203M +20.07%
Healthcare
Other Biotechnology & Medical Research
192M +30.07%
Healthcare
Other Biotechnology & Medical Research
536M +2.89%
Healthcare
Other Biotechnology & Medical Research
114M +1.92%
Healthcare
Bio Therapeutic Drugs
849M -25.31%
Healthcare
Bio Therapeutic Drugs
656M +43.07%
Healthcare
Diagnostic & Testing Substances
422M -30.56%
Healthcare
Bio Diagnostics & Testing
1.93B -24.65%
Healthcare
Bio Therapeutic Drugs
306M -9.97%

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