We have tracked the potential of personalized medicine and genomic science since 1998, publishing 126 articles.
New biotech platforms and toolsets are emerging to create multiple pathways towards reduced morbidity and longer life. The convergence of low-cost DNA sequencing and artificial intelligence with gene therapies, CRISPR-CAS-9 gene editing, epigenetic reprogramming, organ regeneration, and senolytics, hold the potential to soon change the equation in healthcare. Fundamentally, the healthcare sector is shifting from a symptom-based, reactive health model to a predictive medicine, value-based structure that will upend current business models.
To leverage our conviction in the theme, we created the 13D Longevity Science Portfolio Index, which has generated a total return of 112.6% since its inception on February 14, 2019, versus 67.8% for the S&P 500 Index and 58.7% for the MSCI World Index.*
*Performance through the end of trading on July 23, 2021.
72 Related Articles...
WILTW - November 30, 2017
Historically, the U.S. has been the worldwide champion of genomics and personalized medicine—conducting most of the research on the human genome. However, China is moving to leapfrog America across the precision medicine landscape, investing $9.2 bil...
moreWILTW - October 7, 2021
We have been studying the implications of genomics since 1998 (see related reports). It has been 20 years since scientists published the first draft of the human genome, giving birth to genomics, which has revolutionized bioscience. Considered to be ...
moreWILTW - March 22, 2018
The preceding quote by Steve Jobs characterizes the accelerating transformation of the global healthcare sector that is shifting from a symptom-based, reactive model to a predictive medicine, value-based structure. We have been studying the ramificat...
moreWILTW - May 17, 2012
In WILTW February 2, 2012, we explored how “Big Data” will revolutionize business processes, increase efficiency, and boost margins. In WILTW March 15, 2012, we made the case that genetic testing and molecular diagnostics were at the knee of the curv...
moreWILTW - September 30, 2021
Theme/Index Period 13D Index S&P 500 MSCI World
Creative Destruction/Innovation Q3 Recommendations 1.1% -1.7% -2.1%
13D Clean-Energy Index Since Inception - October 25, 2018 430.9% 69.9% 61.3%
Q3 Clean Energy Index -13.6% 1.4% 0.4%
13D 5G Asia Index...
moreWILTW - December 11, 2025
We have made the case that India will drive global economic growth and play a significant role in the emerging multipolar-world order. However, the stellar growth masks the long-standing concerns of high unemployment, skills gap, low productivity, an...
moreWILTW - March 15, 2012
We have followed the genomics sector since 1998, and have monitored how the science has matured in the laboratory and gradually moved into the commercial marketplace. Now, the molecular diagnostics market is poised to leap from around $5 billion per ...
moreWILTW - February 6, 2014
We first began to explore the potential of genomics and pharmacogenomics in 1998. Three trends are now driving rapid advancement in cancer treatments and have set the stage for novel approaches to new drugs and enormous breakthroughs in compound effi...
moreWILTW - October 31, 2019
We have tracked life-extension advances since 2001. Medical knowledge is now doubling approximately every 80 days, as AI and sensors converge with tremendous advances in genomics, stem cell research, and other fields to revolutionize healthcare. The ...
moreWILTW - August 2, 2018
We have been studying the ramifications of novel technologies for healthcare since the 1990s. Now, the pace of advancements is accelerating and multiple technologies are converging to overhaul healthcare.
“AI is making the drug discovery process >10...
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