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.
39 Related Articles...
WILTW - October 14, 2021
We have tracked developments in synthetic biology since 2006 (see reports). Information technologies are converging with biological science providing the ability to program the basic building blocks of life. In WILTW August 15, 2019, we argued that t...
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 - July 29, 2021
Last week, we argued that an mRNA bioplatform revolution will play a central role in the “emergence of genetic medicine” (see report). Viral-vector gene therapy is making rapid strides and is on track to be a key driver in the adoption of genetic med...
moreWILTW - June 10, 2021
In WILTWs November 30, 2017, and May 3, 2018, we argued that China was investing in biotech to take an innovation lead, creating an “arms race” with the U.S. to dominate genomics, gene-editing, stem cells and personalized medicine.
In China’s most ...
moreWILTW - May 20, 2021
This week we add Beam Therapeutics (BEAM), Vertex Pharmaceuticals (VRTX), and Poseida Therapeutics (PSTX) to the portfolio. Since 2013, we have authored over 30 memos on gene-editing, and over the last five years, the average gain for our genomic an...
moreWILTW - March 25, 2021
In WILTWs February 11, 2021 and March 11, 2021, we explored the investment implications of antibody cocktails to treat COVID-19 and why “broadly neutralizing antibodies” hold the key to universal vaccines and therapies. Monoclonal antibodies (mAbs) h...
moreWILTW - September 17, 2020
The convergence of AI, bioinformatics, and computational biology hold promise to help manage climate change and improve pandemic response. Getting control of and solving climate change and the COVID-19 pandemic are arguably the two major global chall...
moreWILTW - August 27, 2020
We have tracked developments in life-extension science since 2001, authoring over 30 memos. Last week, we participated in a longevity-science research trip organized by Dr. Peter H. Diamandis. During the five-day program we met with roughly 30 scient...
moreWILTW - February 6, 2020
We have argued since July 2001 that plagues and bioterrorism are a real and increasingly-dangerous threat to world health. In WILTW August 15, 2019, we explored the implications of how DNA sequencing, machine learning, and automation of biological da...
moreWILTW - January 23, 2020
Neil Jacobstein of Singularity University warned in the preceding quote that you do not want the speed of progress in AI to be invisible to you. This week we attended “Abundance 360” (A360) in Los Angeles, led by Dr. Peter H. Diamandis. A key focus o...
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