저자: CathieWood · 외국인
요약 보기
한 줄 결론: 캐시 우드는 향후 5년 유망 분야로 유전체(게놈) 섹터를 꼽고, 그 근거로 DNA 시퀀싱·AI·유전자 치료(CRISPR)의 결합을 제시한다. 성과 배경: ARK Innovation ETF는 5년간 연평균 약 39%로 S&P 500(약 14%)을 크게 상회했고, 테슬라가 수익의 약 1/5을 차지했다고 언급. 향후 핵심 주장: 가장 큰 상승 서프라이즈는 테슬라가 아니라 게놈 분야에서 나올 것이라고 주장. 근거 1: DNA 시퀀싱, AI, 유전자 치료(특히 CRISPR 유전자 가위)의 융합이 질병을 치료할 것. 겸상적혈구병, 베타지중해빈혈, 당뇨 등이 대상으로 거론됨. 근거 2: CRISPR는 2012년 유전자 편집 도구로 본격화되어 기존 유전공학의 어려움을 해소함. Cas9 단백질로 DNA 특정 부위를 자르고 삽입·삭제 가능. 전문가 인터뷰(노벨 화학상 수상자 Jennifer Doudna) 요지: 유전자 편집은 단일 유전자 질환부터 교정 가능하며, 다유전자·감염성 질환은 상대적으로 어려움. 초기 타깃은 단일유전자 질환이 될 것. 언급 종목 1 - CRISPR Therapeutics(CRSP): 상승 관점. 겸상적혈구병·베타지중해빈혈 임상 진행(CTX001, 1/2상, Vertex와 공동개발). 리스크: 2019년 일시 흑자 외 수익성 낮고, 10-Q상 향후 장기간 적자 예상, 기술 문제 가능성. 언급 종목 2 - Invitae(NVTA로 추정, 원문 'invite'): 상승 관점. 유전자 검사 확대 사업. 리스크: R&D·운영비 과다로 지속 적자, 무기한 적자 예상. 단기·구체 가격 목표·매매 타이밍 언급 없음. 전체 방향은 장기 낙관 및 리스크 경고 병존. 출연자 전망 요약: 캐시 우드는 게놈 섹터가 향후 5년간 크게 부상할 것으로 전망하며, 두 종목 모두 장기 잠재력과 함께 높은 리스크를 강조.
다듬은 글
kathy wood is the founder and ceo of arkhanvest which was founded in 2014 and became well known after it was revealed to the public that it had a large stake in tesla before its share skyrocketed and the ark innovation etf trading under ticker ark has shown stellar performance since its inception easily beating the s p 500 with an average annualized return of over 39 percent over five years compared to the s p 500's 14 and recently kathy woods spoke about what she thinks will be the biggest holdings that will have the best results in the next five years let's take a listen on the interview if i look backward as you well know tesla accounts for almost a fifth of the return that you have generated in that five year time span which of your current holdings kathy do you think will supply the biggest lift in the next five years tesla's still in the running but i would have to say the biggest upside surprises are going to come from the genomic space and that's because the convergence of dna sequencing artificial intelligence and gene therapies importantly crispr gene editing are going to cure disease that convergence is going to cure disease now we have real science and technology surfacing the mutations in our genomic profile and and as they surface those mutations what do we see we see the earliest manifestations of disease and now with the combination of artificial intelligence and gene editing we're able to both anticipate diseases and cure them potentially beta thalassemia we're seeing it sickle cell disease we even think it will work in uh diabetes which is where most the if you look at the largest category of spending uh year-to-year in healthcare it's diabetes so kathy wood is expecting the genomic sector to take off in the next five years and she attributes this to the fact that genomic sequencing combined with ai and gene therapy is going to open up many possibilities to cure diseases that are considered incurable today like sickle cell disease and diabetes and actually genomic engineering has been around for decades but the technology hasn't taken off because of the difficulty of using these technologies that is until crispr came along crispr became available as a gene editing tool in 2012 which was originally discovered in the immune system of bacteria and simply put scientists can use a protein called cas9 to cut out parts of the dna and replace it this allows scientists to delete or insert specific parts of the dna into cells with a lot of control and this technology is the core of these emerging businesses so crispr technology today has a very promising potential to cure genetic diseases then the question arises what is the limitation of crispr technology and can it help us get rid of all diseases kathy would interviewed one of the recipients of the nobel prize in chemistry this year jennifer dodena to ask this very question is it is it wild-eyed to be thinking that as as this convergence evolves and we get deeper and deeper into uh understanding what's going on that we could cure most diseases is that outrageous to think or i'm just drinking meaning i realize it's not 50 it's 15 20 maybe a long time away but is it a crazy thought um well i would i would it's not a crazy thought but i would modify it a little bit um just to just to be to be clear so i think that if we start imagining what happens in the future in the in the coming years and decades i think it's not unreasonable to imagine that genome editing will allow diseases that that are caused by a single gene to be corrected and cured so that is is just you know it's kind of mind-blowing to think about it um and um and it really does allow a very clear path to be envisioned at least for personal medicine because this is really about fine-tuning you can take this tool and you can literally program it to um make the target change that that one wants and so that can be tailored to individuals based on their dna sequence so that's where the you know dna sequencing obviously comes in um but you know that being said of course there are many many diseases and conditions that result from multiple genes that are you know are the way they are and um and then of course lots of diseases like uh you know code 19 comes to mind that are not caused by genetics necessarily but are caused by some external infectious agent you know although it's possible that um you know that one could use genome editing there to help goose up the immune system of affected individuals so you know i think that there's really lots of opportunities but my guess is that initially the the targets for genome editing and biomedicine will be focused on monogenic diseases because those are the ones where it's easiest to envision how this technology will you know we'll address those so the potential is there for crispr technology to cure a lot of diseases but the most straightforward solutions provided as diseases that are caused by a defect in the person's genes like sickle cell disease so now we have an idea of what the technology does and its potential let's talk about how arc is investing if we take a look at ark's innovation etf two of the top five holdings is in the genome space the first is crispr therapeutics which uses crispr cas9 technology as a foundation and actually the nobel prize of chemistry for the year of 2020 went to researchers of the crispr and cas9 technology and one of the recipients of the prize is actually the founder of crispr therapeutics ticker symbol crsp and right now the company is doing clinical studies to treat sickle cell disease and beta thalassemia their lead product candidate is the ctx001 which is in phase one slash two clinical trial and is being co-developed with vertex pharmaceuticals and the company has multiple ongoing clinical trials such as treatments to help patients with myeloma which is a cancer that develops in white blood cells but there are some obvious risks to an early stage company like this one for example the company has only been profitable in 2019 and that was because they were able to generate revenues through collaboration with vertex and according to its latest 10-q filing which is a document that reports on the latest results of the company in the quarter the company does not expect to be profitable in the near future so if you do decide to invest in this company be aware that the company may be unprofitable for many years and during that time investors may get impatient and the share price may go down or there might be problems with the crispr technology that we do not yet know about and the next company that arc has a large investment in is invite this company is in the same genomic space as crispr but its business is a bit different the company instead of providing treatment solutions to people with diseases arising from defects in their genes provides genetic testing and this is a short clip from an evite talking about what genetic testing is what is genetic testing one helpful analogy is to think about taking a photograph as you frame your shot there are many different levels at which you can zoom in on the object you are photographing for example you could take a photograph of a large tree from a distance you may then wish to zoom in on a particular branch of the tree you could further zoom in on a specific leaf of the tree and you may even wish to look in detail at a specific area of that leaf genetic testing involves a similar process of zooming in on an area of interest within your body your dna the process of genetic testing begins by zooming in on the cells of a blood or tissue sample your cells make up the different tissues of your body scientists then look closely at a part of the cell called the nucleus which is where most of your dna is stored dna is stored in tightly coiled strands called chromosomes in genetic testing the chromosomes are unwound and the message of the dna is read as a series of letters the dna alphabet is made up of just four letters a c t and g these letters are found in different combinations to make up genes the instructions encoded in your dna your genes help determine your hair and eye color height and other physical traits that make you who you are we now know that variations in our genes also impact our health and risk of disease genetic testing is the process by which scientists zoom in on your dna and look for variations in your genes that can lead to disease and the company's mission is to bring genetic information into mainstream medical practice so the company has been working to lower costs of genetic testing and making genetic information more accessible for everyone by creating a network so that individuals and physicians can understand more about how our genetic information can affect their health but even with rising revenues it's spending a lot of money on r d and operating costs so the company is still not sustainably profitable and in the company's 10q it says that it expects to be unprofitable for an indefinite amount of time so there is significant risk to go along with the potential reward for both of these stocks so do make sure to understand the risks involved before you decide to invest that's going to do it for this video don't forget to subscribe with the bell notification icon turned on and i will see you guys in the next one
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