저자: CathieWood—제목·채널기준InvestwithCraig채널영상,출연자소속명시없음 · 외국인
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결론: 캐시 우드는 게놈(유전체) 분야가 향후 5년간 큰 상승 여지가 있다고 주장하며, 이 분야 투자 기회를 강조한다. 주제별 핵심 주장: 캐시 우드는 ARK 투자에서 테슬라 상승을 맞혔던 성과를 근거로 제시한다. 게놈 혁명 ETF 수익률: 주요 보유 종목 합산 431% 상승을 언급하며, 게놈 분야 기업들이 5년 내 20~50배 성장할 수 있다고 추정한다(투기적 수치로 명시). 기술 융합: DNA 염기서열 분석, 인공지능(딥러닝·신경망), 유전자 편집(CRISPR)의 결합이 지금까지 치료하지 못한 질병을 치료할 것이라고 전망한다. 치료 사례: 유전자 치료는 베타 지중해빈혈과 겸상적혈구빈혈 치료에 이미 쓰이고 있으며, 당뇨병 등으로 적용이 확대될 것으로 본다. 종목별 언급: 아르쿠투루스(Arcturus) 2020년 750% 상승, 텔레닥(Teledoc) 136%, CRISPR 테라퓨틱스 177%, 퍼시픽 바이오사이언스 432% 상승을 언급하며 CRISPR가 ARK 최대 베팅이라고 설명한다. 에디타스 메디신(Editas)은 2020년 7월 약 30달러에서 2021년 2월 약 57달러로 제시되며 타이밍이 좋다고 본다. 리스크·조건: 주가 변동과 시장 조정이 있을 수 있으나, 혁신성과 연구 가치로 장기 상승이 기대된다는 취지다. 구체적 단기 목표가는 제시되지 않았다. 출연자 전망: 지금이 대규모 투자의 적기라고 권고하나, 이는 장기(게놈 분야) 관점이다. 대상 자산(삼성전자, 테슬라 등 리스트 종목)에 대한 직접 1~3개월 방향 예측은 없다.
다듬은 글
tesla's still in the running but i would have to say the biggest upside surprises are going to come from the genomic space hi there welcome back to investing guide kathy wood is renowned for making bold statements and some of them actually happen to be true her success with arc investment and hitting the nail on the head about tesla's share value rising to thousands back when the stock was only a few hundred dollars makes you wonder what else she's gonna get right today we're gonna take a look at genomics which genomics stocks are worth a buy and woods hypothesis that their current value could rise by up to between 20 to 50 times in the next five years this speculative figure may sound a bit unbelievable at first but if you take a look at tesla's increase by tenfold in just a year then the sky's the limit as it seems genomic revolution multi-sector etf by arc investment comprises of various companies in the field who have been prolific in their returns some of the top holdings combined produced a 431 rise in value and before you proceed to invest any money in a genomics company you should first understand what genomics is and the purpose of the genomics industry there are a number of investors who put their trust and money into tesla because they believe in musk's vision to make this world a better place tesla's mission is to accelerate the world's transition to sustainable energy without compromising on the performance it's an enticing prospect for an investment return so if you really do believe in the company's mission and vision it's a natural progression to support them by backing them financially so you can get your slice of the cake too let's try to cast a light on what genomics actually is and why you might start throwing money in that direction in the meantime hit that subscribe button and throw one over a like button in our direction so that you can keep up to date by supporting our channel and help us keep making these videos according to the national human genome research institute your genome is a complete set of dna dna is the coded information needed to build the entire human body all living things including cells have a genome if you look around it's highly unlikely that your doppelganger is just sitting right next to you on the subway however recent studies have shown that in fact a genetic composition is 99.9 identical isn't that mind-blowing at the same time if you think about the diversity around you in people hair skin eye color physique height all that can be created by such a small variation in the code this potentially could answer the burning questions posed by medical professors and scientists about why some people live happily ever after and die of old age while some come to the end of their life abruptly at the age of 40.
same goes for cancer and other devastating diseases there doesn't seem to be a way out of the big money and benefit to society is being able to cure diseases that have not yet been cured scientists have suspected the genome to be a driving force behind this and put enormous amount of effort into understanding it better science backed by technology is starting to target more accurately genetic mutations in our genome profile in doing so researchers can observe early manifestations of mutations leading to diseases with the tools like gene editing and artificial intelligence using techniques like deep learning and neural networks we're beginning to understand and anticipate and potentially cure diseases gene therapy is already used for the treatment of beta thalassemia and sickle cell anemia now the studies are beginning to look more closely in its application to diseases such as diabetes which will be a game changer as currently this is where most of the resources are being put into kathy woods boasts a generous return from her investment in tesla which amounts to a 20 return on the total that she generated in the space of five years the next question is which of her new or current holdings are promising bountiful harvests in the years to come cathy asserts that the biggest lifts will likely rise from the scientific fields of genomics the most important fields that will join forces are convergence of dna sequence artificial intelligence and gene therapies in particular crispr gene editing and those will treat up to now incurable diseases she further proclaims this scientific field will grow as vastly and rapidly as facebook apple amazon netflix or even google in the tech sector the winning companies that bought most profits home back in december 2020 in genomic revolution multi-sector etf by arc was as follows number one arctis therapeutics holdings an rna medicines company focuses on the treatment of liver and respiratory care diseases represents 4.7 percent of the fund and has brought back a return of 750 percent in 2020 number two teledoc health offers a virtual primary care service represents 4.6 percent of the fund and have risen by 136 per annum number three crispr therapeutics a leading gene editing company using its proprietary crispr cas9 platform for treating serious diseases constitutes 6.2 percent of the fund offered a return of 177 number four pacific biosciences of california manufacturers sequencing systems to resolve genetically complex problems represents seven percent of the fund and has increased its value by colossal 432 percent for anyone looking to invest into the genomic stocks well these were the top dogs cathy woods swore by the end of 2020 crisper therapeutics is the second largest holding in the arcg and the third largest holding in the arc it happens to be the largest gamble kathy has made in the field of genomic stuff but knowing her forward thinking predictions crispr therapeutics may well positively surprise us crispr therapeutic stock value in late december 2020 was 166 dollars but then only a month later in january 2021 that figure rose to nearly 200 pounds a share which demonstrates a 20 increase the next company is editas medicine which operates as a clinical stage genome editing company and figures in both portfolios of arc invest on the 8th of january the price was at 90 a unit but since then it began to significantly drop as of the 12th of february 2021 it remains at around 57 but could potentially signify good timing for investments if you examine the trajectory of stock prices for this firm you'll notice a rise in value regardless of the fluctuations july 2020 saw reached nearly 30 which doubled in a six month period so by late december 2020 the value had fluctuated since as the price can only increase to an extent before a stock market correction which is normally short-lived it's only a matter of time before this stock picks up in value due to its innovative aspect and value of the research they deliver as of the 12th of february 2021 these are the top rg top three holdings one teledoc health incorporated two pacific biosciences of california three twist bioscience corp back in december 2020 crispr therapeutics proudly sat on the top of the list whereas teledoc hell's figured as the sixth one now teledog proudly represents just over eight percent of arcgi holdings the tables are turned huh arc invest vision is based on the belief that innovation is key to growth that's why cathy wood examines closely companies which utilize cutting-edge technology and science and therefore have more potential for a future than other stocks out there the way the market is currently behaving there is a huge window of opportunity for investment into genomic stocks both scientific as well as technological advancements are going in tandem and this is a mixture that offers a lot of potential for curing diseases which until now have remained cursed like we've reached a place in evolution where we can prolong lives yet some diseases remain incurable that's why now is the time to fund such groundbreaking companies for a bountiful return in the years to come this is largely because of the dna convergence and the crispr gene editing technology and i highly anticipated that they can assume become a commonplace treatment option to cure diseases and thus save lives this is partially relevant as during times such as the pandemic when diseases have to be tackled effectively and efficiently there's a growing interest in the gene editing techniques potential which may likely reflect in the rise of the geonomic stock value cathy's prediction is that now is the prime time to invest heavily before the prices go through the roof what do you think about the predictions do you think that gene editing is the solution we've been dying for and will exponentially increase its stock market value let us know in the comments below
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