Key insights
- The article posits that genetics and gene editing could be the next major technological revolution, akin to AI. Companies like CRSP, NTLA, BEAM, and ILMN are highlighted as leaders in this burgeoning field. While not an immediate market mover, the potential for a paradigm shift in healthcare and technology could attract significant investment and influence future market narratives, suggesting a mild positive outlook for related sectors.
2023–2026: “AI will change the world.”
2027–2035: “Have you updated your DNA yet?”
Sounds like science fiction, but companies like $CRSP, $NTLA, and $BEAM are already working on gene-editing therapies that could potentially treat inherited diseases by modifying DNA itself.
Meanwhile, $ILMN is building the infrastructure behind the industry, developing the sequencing technologies that allow scientists to read and analyze genetic code.
AI works with data. Genetics works with the source code of life. Markets love big narratives: the Internet, mobile, cloud computing, AI...
Genomics and genetic engineering could be the next one.