Apr. 21 at 11:23 PM
Genomics is setting up for what I believe could be the next major thematic rotation in biotech, driven by falling sequencing costs, accelerating CRISPR adoption, and expanding clinical use cases across oncology and rare disease.
👉Click to view @NasdaqPulse for timely updates amid the volatility.
I’m diving deep into a comparative review of key names in the space:
$NTLA $CRSP $ILMN $NTRA PACB TXG BEAM EDIT
Each sits in a different layer of the value chain—from gene editing to sequencing infrastructure to diagnostic data platforms. The real question isn’t who survives, but who becomes the “picks and shovels” winner as capital flows back into biotech risk.
If I missed any meaningful players in this vertical, drop them below.
Also curious what other overlooked sectors people are tracking right now—AI infrastructure, quantum, space, or energy transition names? I’ll break those down next.
