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A Thread on the Top 10 holdings of $ARKG
One quick comment on each company, what they do, and how scalable they are for investor purposes.
$CRSP $PACB $ARCT $NVTA $TWST $PSNL $FATE $CDNA $TDOC $IONA
Thread continues...
One quick comment on each company, what they do, and how scalable they are for investor purposes.
$CRSP $PACB $ARCT $NVTA $TWST $PSNL $FATE $CDNA $TDOC $IONA
Thread continues...
1. $CRSP
Uses a naturally occurring editing tool from bacteria to "edit" genes.
Low cost and very scalable.
Research has been very promising but still very early stages.
The most successful trial has been their CAR-T therapy for treating cancer.
Uses a naturally occurring editing tool from bacteria to "edit" genes.
Low cost and very scalable.
Research has been very promising but still very early stages.
The most successful trial has been their CAR-T therapy for treating cancer.
2. $PACB
A genome sequencing equipment company. The picks and shovels company for the genome revolution.
They have consumable products, software, and many other products to be developed.
Very scalable. $CRSP is a riskier bet vs. $PACB will grow with the industry over time.
A genome sequencing equipment company. The picks and shovels company for the genome revolution.
They have consumable products, software, and many other products to be developed.
Very scalable. $CRSP is a riskier bet vs. $PACB will grow with the industry over time.
3. $ARCT
Arcturus Therapeutics actually produces RNA medicines that treat a variety of rare diseases.
$ARCT and other companies mainly focus on protein delivery systems.
Proteins go bad and cause disease $ARCT replaces them and potentially cures the disease.
Arcturus Therapeutics actually produces RNA medicines that treat a variety of rare diseases.
$ARCT and other companies mainly focus on protein delivery systems.
Proteins go bad and cause disease $ARCT replaces them and potentially cures the disease.
4. $NVTA
Invitae focuses on diagnosis of disease vs treatment.
They have a large and ever growing variety of genetic tests that are performing.
Like $PACB they will grow with the overall genomics market.
Very scalable.
Invitae focuses on diagnosis of disease vs treatment.
They have a large and ever growing variety of genetic tests that are performing.
Like $PACB they will grow with the overall genomics market.
Very scalable.
5. $TWST
Twist Bioscience is a DNA synthesis company.
Twist has been almost wholly focused on bringing the cost of DNA synthesis down.
They are also making strides on software and saving genetic code digitally.
Another picks and shovels company that will grow with time.
Twist Bioscience is a DNA synthesis company.
Twist has been almost wholly focused on bringing the cost of DNA synthesis down.
They are also making strides on software and saving genetic code digitally.
Another picks and shovels company that will grow with time.
6. $PSNL
Personalis is in a unique niche of cancer genomics.
Personalis does genome sequencing and has a system to show how treatments give an immune response.
Think macro genomics vs micro genomics. Or in technical terms genetics vs. Epigenetics.
Curing cancer is their goal
Personalis is in a unique niche of cancer genomics.
Personalis does genome sequencing and has a system to show how treatments give an immune response.
Think macro genomics vs micro genomics. Or in technical terms genetics vs. Epigenetics.
Curing cancer is their goal
7. $FATE
Fate Therapeutics specializes in stem cell treatments.
They have solved one of the problems in the field of mass producing agents used in therapies.
Many therapies require stem cells from the patient to eliminate allergic response. Their niche is autoimmune disease.
Fate Therapeutics specializes in stem cell treatments.
They have solved one of the problems in the field of mass producing agents used in therapies.
Many therapies require stem cells from the patient to eliminate allergic response. Their niche is autoimmune disease.
8. $CDNA
CareDX is the leading provider of genomics solutions for transplant patients.
A successful transplant requires a successful match from the provider to the patient. Miss anything and the patients body could reject the transplant.
CareDX manages the whole process
CareDX is the leading provider of genomics solutions for transplant patients.
A successful transplant requires a successful match from the provider to the patient. Miss anything and the patients body could reject the transplant.
CareDX manages the whole process
9. $TDOC
Teledoc along with Livongo helps doctors manage patients remotely.
Conditions such as diabetes require minimal trips to the doctor and more monitoring over time.
This is where Teledoc has the potential to shine and save on costs to visit clinics and hospitals.
Teledoc along with Livongo helps doctors manage patients remotely.
Conditions such as diabetes require minimal trips to the doctor and more monitoring over time.
This is where Teledoc has the potential to shine and save on costs to visit clinics and hospitals.
10. $IOVA
Iovance Biotherapeutics uses a therapy called TIL Tumor Infiltrating Lymphocytes. Also know as adoptive T cell therapy.
They are almost finished with their clinical trials and can go to market soon if all goes well.
Another company on a mission to cure cancer.
Iovance Biotherapeutics uses a therapy called TIL Tumor Infiltrating Lymphocytes. Also know as adoptive T cell therapy.
They are almost finished with their clinical trials and can go to market soon if all goes well.
Another company on a mission to cure cancer.
