Recently, two US-based analysts at Bank of America Merill Lynch said that a group of companies specializing in gene technology like Illumina, high-tech like Alphabet (Google’s parent company) and biotechnology like Novartis are on the rise.
“Medical knowledge will double every 73 days in 2020, much faster than doubling every 3.5 years in 2010,” say analysts Felix Chan and Haim Israel. Genome sequencing has decreased by 99.99% since 2003. This allows precision medicine to have new frontiers to prolong human life, marking the “human technology” revolution.
The prolongation of human life has long been the expectation and subject of many science fiction novels. Lately, it’s become an attractive way to make money in the mass market. The market now has a size of 110 billion USD with five core sub-sectors: gene technology, big data and artificial intelligence (AI) applied in health, future food, new medicine and ways to help children. Immortals human”.
Human genome research is projected to be a $41 billion industry by 2025, delivering “the next generation of gene-editing technology, delivering revolutionary advances in prevention and treatment,” said US investment bank analysts.
Companies such as genome sequencing company Illumina, lab instrument maker Agilent, and life science equipment maker Danaher are all associated with the space. Illumina is particularly important in advancing pathology, drug development, and the creation of many molecular tests.
* Big data and medical AI.
The development of artificial intelligence combined with growing healthcare data helps researchers analyze pathology, or study the causes and effects of diseases on the human body for many years to come. . Improvements in technology have the potential to reduce medical costs, paving the way for precision medicine.
The names that are forecast to do well in the segment that is expected to grow to $ 36 billion by 2025 include Alphabet, Apple and Amazon, including the joint venture between Amazon with Berkshire Hathaway and JPMorgan Chase.
Future food companies that are expected to help ensure humanity’s healthy and sustainable eating include Dow DuPont and WW International. According to Bank of America Merrill Lynch, these businesses should take advantage of the trend of agricultural gene editing and healthy consumption and lifestyle habits.
The topic of “immortality” creates a market that is expected to reach 504 billion USD by 2025. This segment is trying to improve people’s health and longevity, but is more inclined to help people live disease-free than school. longevity. The businesses that represent this segment include Intuitive Surgical and Zimmer, which are working with the Apple Watch to launch clinical studies in 10,000 knee and hip replacement patients.
* Crafting new potions.
New and unique drug companies are businesses that provide revolutionary solutions to the healthcare industry. Among these are Illumina, gene technology firms and manufacturers of therapeutic drugs such as Sangamo, Vertex Pharma and Neurocrine. The business group is working on cures for some of humanity’s most intractable diseases, from cystic fibrosis to Parkinson’s and Alzheimer’s.