$ARKG Tweet series
This series of tweets is my opinion only. Cathie Wood has created a group of ETFs that target the disruptive innovation that is both happening and accelerating. These funds have had stellar performance based upon innovation trends and economic theory.
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The $ARKG fund description is a good place to start. This has changed recently to a #CRISPR theme but started more with the sequencing cost declines which would drive diagnostics adoption and precision medicine
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The economic driver of the Genomic Revolution is a multiplier. Not only sequencing cost declines but the impact of moving from #ZFN to #TALENs to #CRISPR is key. As the editing cost has dropped CRISPR is seeing a dominant increase in publications.
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Table shows the economic cost advantage follows. #ZFN in 2003 to #TALENs to the current cost of #CRISPR has declined in a similar fashion to what has been seen with genomic sequencing declines. The ease of CRISPR use has led to exponential increases in volume driving cost
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#TALENs chart shows the decline for that editing approach between 2012 and 2016.
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