Investment Themes
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 | 43Cr | +9.06% | ||
Technology | Scientific & Precision Equipment | 12Cr | -12.99% | ||
Healthcare | Other Biotechnology & Medical Research | 829.37Cr | +46.98% | ||
Healthcare | Other Biotechnology & Medical Research | 32Cr | -35.93% | ||
Healthcare | Bio Therapeutic Drugs | 28Cr | -42.25% | ||
Healthcare | Bio Therapeutic Drugs | 215.71Cr | -18.51% | ||
Healthcare | Other Pharmaceuticals | 4.07TCr | +31.61% | ||
Healthcare | Other Biotechnology & Medical Research | 407.64Cr | +12.42% | ||
Healthcare | Diagnostic & Testing Substances Manufacturers | 352.51Cr | -11.72% | ||
Healthcare | Other Biotechnology & Medical Research | 99Cr | -21.10% | ||
Healthcare | Other Biotechnology & Medical Research | 12Cr | -15.72% | ||
Healthcare | Bio Therapeutic Drugs | 207.93Cr | -25.59% | ||
Healthcare | Bio Therapeutic Drugs | 55Cr | +42.20% | ||
Healthcare | Bio Diagnostics & Testing | 68Cr | -73.24% | ||
Healthcare | Bio Therapeutic Drugs | 83Cr | -19.54% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 53Cr | -33.33% | ||
Healthcare | Bio Diagnostics & Testing | 159.06Cr | +73.14% | ||
Technology | Other Software | 154.46Cr | +6.07% | ||
Healthcare | Biopharmaceuticals | 210.33Cr | -23.47% | ||
Healthcare | Diagnostic & Testing Substances | 626.5Cr | +60.85% | ||
Healthcare | Other Biotechnology & Medical Research | 19Cr | -51.99% | ||
Healthcare | Biopharmaceuticals | 5.15TCr | +7.06% | ||
Healthcare | Bio Therapeutic Drugs | 1.25TCr | +37.24% | ||
Healthcare | Bio Therapeutic Drugs | 123.68Cr | -21.77% | ||
Healthcare | Biopharmaceuticals | 215.04Cr | -25.46% | ||
Healthcare | Other Biotechnology & Medical Research | 58Cr | +11.07% | ||
Healthcare | Other Biotechnology & Medical Research | 589.05Cr | +7.01% | ||
Healthcare | Medical & Diagnostic Laboratories | 2.33TCr | +8.57% | ||
Healthcare | Other Pharmaceuticals | 221.19Cr | +6.46% | ||
Healthcare | Other Biotechnology & Medical Research | 405.8Cr | +47.36% | ||
Healthcare | Other Biotechnology & Medical Research | 4.81TCr | +4.55% | ||
Healthcare | Bio Diagnostics & Testing | 105.96Cr | -11.07% | ||
Healthcare | Medical & Diagnostic Laboratories | 89Cr | -57.52% | ||
Healthcare | Bio Diagnostics & Testing | 987.33Cr | -5.64% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 39Cr | -30.60% | ||
Healthcare | Medical Devices & Implants | 26Cr | -12.99% | ||
Healthcare | Bio Therapeutic Drugs | 12Cr | -55.15% | ||
Healthcare | Biopharmaceuticals | 1.06TCr | -16.32% | ||
Healthcare | Bio Diagnostics & Testing | 210.04Cr | -33.36% | ||
Healthcare | Biopharmaceuticals | 1.32TCr | -0.88% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 2.26TCr | +6.62% | ||
- | - | 1.54TCr | - | ||
Technology | Other Software | 171.48Cr | -1.03% | ||
Healthcare | Other Biotechnology & Medical Research | 133.77Cr | -20.15% | ||
Healthcare | Other Biotechnology & Medical Research | 785.87Cr | -30.74% | ||
Healthcare | Other Biotechnology & Medical Research | 869.98Cr | -6.88% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 3.28TCr | -13.98% | ||
Healthcare | Diagnostic & Testing Substances Manufacturers | 204.12Cr | -83.49% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 15TCr | -23.52% | ||
Healthcare | Other Biotechnology & Medical Research | 1.01TCr | +2.09% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 14TCr | -14.45% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 1.11TCr | -14.89% | ||
Healthcare | Other Biotechnology & Medical Research | 2.67TCr | -21.26% | ||
Healthcare | Other Biotechnology & Medical Research | 64Cr | -25.43% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 25Cr | -42.43% | ||
Healthcare | Other Pharmaceuticals | 20TCr | -20.53% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 582.34Cr | -35.04% | ||
Healthcare | Bio Therapeutic Drugs | 33Cr | -27.58% | ||
Healthcare | Other Biotechnology & Medical Research | 50Cr | -12.73% | ||
Healthcare | Other Pharmaceuticals | 13TCr | +17.46% | ||
Healthcare | Bio Therapeutic Drugs | 5.43TCr | -28.44% | ||
Healthcare | Diagnostic & Testing Substances | 47Cr | -64.11% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 905.62Cr | - | ||
Healthcare | Medical Diagnostic & Testing Equipment | 29Cr | +233.64% | ||
Healthcare | Diagnostic & Testing Substances | 133.85Cr | -24.72% | ||
Healthcare | Bio Therapeutic Drugs | 106.35Cr | -46.89% | ||
Healthcare | Other Pharmaceuticals | 4.61TCr | +2.56% | ||
Healthcare | Other Biotechnology & Medical Research | 1.14TCr | -30.15% | ||
Healthcare | Telemedicine Services | 122.98Cr | -24.09% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 1.43TCr | -32.28% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 640.5Cr | -27.94% | ||
Healthcare | Other Biotechnology & Medical Research | 713.6Cr | -20.12% | ||
Healthcare | Other Biotechnology & Medical Research | 17Cr | -47.62% | ||
Industrials | Freight Logistics | 34Cr | -18.12% | ||
Healthcare | Other Pharmaceuticals | 14TCr | -9.65% | ||
Healthcare | Other Biotechnology & Medical Research | 99Cr | +96.10% | ||
Healthcare | Other Biotechnology & Medical Research | 20Cr | +74.80% | ||
Healthcare | Other Biotechnology & Medical Research | 982.32Cr | -37.71% | ||
Healthcare | Bio Therapeutic Drugs | 14Cr | -27.88% | ||
Healthcare | Bio Therapeutic Drugs | 2.57TCr | -6.51% | ||
Healthcare | Bio Diagnostics & Testing | 29Cr | -62.20% | ||
Healthcare | Other Biotechnology & Medical Research | 165.63Cr | -32.42% | ||
Healthcare | Bio Therapeutic Drugs | 20Cr | -27.17% | ||
Healthcare | Diagnostic & Testing Substances | 55Cr | -30.51% | ||
Healthcare | Bio Therapeutic Drugs | 62Cr | +60.12% | ||
Healthcare | Bio Diagnostics & Testing | 256.22Cr | +13.60% | ||
Healthcare | Medical & Diagnostic Laboratories | 63Cr | +49.47% | ||
Healthcare | Bio Therapeutic Drugs | 30Cr | -78.52% | ||
News of the components
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Calendar of the components
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- The key players of the genomic revolution