저자: 미상 · 외국인
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아크 인베스트 캐시 우드가 추천한 유전공학·바이오 Top 4 종목을 소개하는 영상이다. 핵심 주장: 유전자 편집(CRISPR) 시장은 연 15% 가까이 성장하며 2024년 75억 달러 이상으로 커질 것으로 전망된다. 캐시 우드는 초기 CRISPR 특허 3사가 단일 유전자 질환 치료 로열티만으로 2000~3000억 달러 가치가 될 수 있다고 주장했다. 근거 수치: 단일 유전자 질환 치료의 반복 매출 기반은 약 750억 달러로 제시되었고, 이 중 10%를 로열티로 받는다고 가정했다. 단일 유전자 질환은 전체 질환의 약 2%에 불과하다고 언급했다. 현재 해당 3사의 시가총액 합은 50억 달러 미만이라고 했다. 종목별 평가: - 인텔리아 테라퓨틱스(Intellia): CRISPR 기술 선도, 주가는 5년간 50% 이상 하락, 최근 매출 성장률 2%로 둔화, 적자 상태, PER 높음. 경쟁사 Editas·CRISPR Tx가 임상에서 앞서 있다고 언급. 방향성은 부정적 톤. - 에비드 코프(Invitae 추정): 유전체 검사 및 상담 리더, ARK 3번째 보유 종목, 2018년 매출 성장 188%, 2019년 약 50%, 2020년 추가 성장 예상. 흑자 전환 전이지만 밸류에이션 높음. - CRISPR 테라퓨틱스: 고위험·고성장 잠재력, 추가 연구 예정이라고 언급. - 일루미나(Illumina): 유전자 시퀀싱 장비 시장 사실상 독점, 가장 선호하는 종목. 로슈와 15년 암 시퀀싱 계약, 영국 게놈 프로젝트 30만 명 시퀀싱 참여. 소량 보유 중이며 주가 하락 시 비중 확대 의향 표명. 리스크: 윤리 논쟁, 임상 실패 가능성, 기업 적자 및 높은 밸류에이션, 경쟁 심화. 진행자는 캐시 우드가 ETF 홍보 목적이 있으므로 주장을 맹신하지 말라고 경고했다. 출연자 전망: 캐시 우드는 임상 성공 시 큰 폭 상승을 기대하는 낙관론자이며, 분석가 마니샤 사미는 스탠퍼드 연구 경험을 근거로 기술 성공을 확신한다고 소개되었다. 진행자는 일루미나 중심 긍정 입장.
다듬은 글
iotechnology is a fascinating area with probably the most talked about part being that of genetic engineering or genetic modification this involves the sequencing and editing of dna in order to prevent numerous genetic disorders and even mutations such as cancer there is nothing more powerful in the world than being able to cure diseases from curing a baby who's been born blind to curing somebody who has cancer some studies have even suggested that this could give birth to a new breed of superhumans which could effectively live forever apart from accidents of course now the ethical debate is still ongoing but the prospect of internal life is appealing for many various companies are involved in this fascinating field which aims to bring genetic engineering into mainstream medicine like many previous disruptive technologies these companies have the potential to offer great rewards to investors such as you guys an investment firm which has disruptive innovation at its heart is that of arkhamvest run by the great kathy wood she has shot the world of her disruptive innovation etf which has not just outperformed the market it has smashed the s p 500 and even outperformed warren buffett's berkshire hathaway so what is her secret to success in this video we're going to find out as i reveal kathy woods top 4 genetic engineering or biotechnology stocks of 2020 these stocks make up a large portion of the arc and vest innovation etf portfolio and offer the potential to give you guys 10x returns but is this pure science or is there a lot of science fiction we should be worried about let's dive in yo yo yo yo go ahead smash that like button for the youtube algorithm that allows us to continue creating ould like have invested be sure to notified when i release future stock according to global market insights the genetic engineering market is growing at a nearly 15 percent compounded annual growth rate this is more than incredible and the market is expected to grow to over seven and a half billion dollars by 2024 from just three billion dollars in 2017.
kathy wood actually believes that this prediction is still too small and to be honest her logic is hard to argue with check out this exclusive interview clip i'm going to give you a really uh i think provocative way of um explaining this if i had told you or any investor in the late 90s that there were going to be three companies with the foundational patents behind crispr cas9 which is the most advanced gene editing flavor i'll say these days and i had told you these companies are going to cure diseases that have been the scourge of human existence right they're going to cure they're going to be able to cure pediatric blindness or cancer as i mentioned before my guess in the late 90s when investors were chasing dreams and too much capital chased too few opportunities too soon that those three companies the cumul would have accumulated in market cap to roughly 200 to 300 billion dollars in market cap right they would have because uh they'd get a royalty on every therapeutic uh that was going to be developed and today we think the recurring revenue base in terms of the therapies just for single gene caused diseases we think that's a recurring revenue base of 75 billion they'd get 10 percent of that single genes are responsible for only 2 percent of all diseases that's just the beginning so the idea of 200 to 300 billion dollars certainly in the bubble easy easy today those three stocks in the market together can't even reach 5 billion dollars in market cap now think about it apple is a trillion dollar market cap company and it's changed our lives and we love our apple uh phones and air pods and watches but the apple is not curing cancer it's not curing disease these companies we believe will but there's so much fear in the marketplace and there are all kinds of reasons to avoid them the cap is too small or which is the kind of circular reasoning the cap is too small or they've just entered human trials i'll wait to see what happens well that'll be too late if these human trials are successful one of the first one being pediatric blindness a baby born blind you correct that programming error the baby can see it works in mice it works in non-human primates if it works in human beings think about how how what the reaction will be well we'd prefer to be in the stocks before that reaction and you know one thing i'd like to emphasize our analysts have domain expertise uh manisha sami one of our two genomics analysts worked in stanford university's biology research labs for eight years she experimented with crispr gene editing she's now volunteering at memorial sloan kettering with one of her stanford professors and she's still experimenting with different technologies like crispr and dna sequencing but more important she's seeing the researchers reactions to these new technologies their excitement so i really believe we we have domain expertise here and uh and manisha really believes this is going to work kathy wood makes some valid points and her passion to change the world is inspiring however we must be careful not to take her words as pure gospel as at the end of the day her job is to pump up her arc invest innovation etf fund so let's dive into her top four biotechnology stocks to see if this genetic engineering is pure science or does it have a hint of science fiction first of these innovative biotech companies is intelia therapeutics these are probably most famous for their innovative crispr cast 9 gene editing tool this allows them to revolutionize medicine by providing permanent modification of disease-causing genes and mutations such as those which cause cancer as this is a new technology the stock has been very volatile with its share price losing over 50 percent during the past five years one reason for this could be the increasing competition from other biotech genome editing companies such as editas and crispr which already have started clinical trials racing ahead of intelia therapeutics diving deeper into the numbers it's clear to see that sales growth has been volatile from 63 growth in 2016 2019 but it's now down to a measly 2 percent growth in 2020 and talia therapeutics is also not currently profitable having lost nearly 100 million dollars over the past year which is nearly three times more than what they generated to add insult to injury their p e ratio is also sky high making expensive for a stock of this type permit number three is envite corp this is a leader in advanced medical genetics and the third largest holding of ark innovations etf this company works on a more holistic solution for patients by bringing genetics into mainstream medicine they don't just do testing but provide the consultation for treatments and aftercare plans envy has fantastic growth potential diving into the numbers we can see they achieved over 188 revenue growth in 2018 and nearly 50 percent growth in 2019 and predicted for 2020.
however of course this hasn't gone unnoticed by wall street so the valuation is sky high despite the company still not being profitable investors still seem bullish on this stock in the hope they will turn a profit in the future coming number two is crispr therapeutics another very popular biotech stock known for its popular gene editing tool crispr cast nine crispr therapeutics is one of the big players in this relatively young sector crispr therapeutics is definitely a high-risk stock but has plenty of growth potential in the future if you are the type of investor that likes a high-risk high-reward biotech stock then you should definitely consider investing into crispr therapeutics i will be researching the stock more in the future so subscribe to keep updated on that coming at number one is illumina a market leader in genetic sequencing and my favorite biotechnology stock what i like about this stock is they nearly have a monopoly on the market and they actually provide the machines required for gene sequencing as the old saying goes when there's a gold rush cell shovels and this is definitely a play for selling the tools required for this massive growth industry of gene editing the idea behind this type of business as alluded to earlier is that you can actually have your dna mapped so you can see which diseases are most likely to kill you and thus have the dangerous genes removed from your body this opens up a whole series of ethical questions but the fact of internal life is an appealing prospect for many illumina actually has a 15-year cancer sequencing deal with roche and the manufacturer will also work with genomics england to sequence up to 300 000 people over the next five years i do have a small position in illumina and will be increasing my position should the share price fall again to a more reasonable valuation so what are your thoughts on genetic engineering and biotechnology stocks will we one day be immune of all diseases and will a new race of superhumans be created which can effectively live forever does this have the science to back it up or is it pure science fiction comment your thoughts below i just wanna win yeah
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