저자: TylerJames · 외국인
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결론: 팩바이오(Pacific Biosciences)는 유전체 혁명의 핵심 수혜주로, 주가가 크게 더 오를 여지가 있다는 낙관적 관점. 회사 기술: 팩바이오의 SQL2 시스템은 DNA 염기서열 분석 비용을 크게 낮춰, 인간 게놈을 1,000달러 미만으로 해독할 수 있다고 소개. 무어의 법칙이 유지되면 비용은 향후 100달러 아래로 내려갈 수 있다고 주장. 유전자 편집(CRISPR) 과 AI의 결합이 당뇨, 겸상적혈구병, 베타지중해빈혈 등 질병 치료에 기여할 것이라는 캐시 우드의 견해를 소개. 의료비 최대 지출 항목은 당뇨라고 언급. 주가 근거: 현재 주가 37.05달러, 1년간 약 651% 상승, 2020년 8월(약 5달러) 대비 약 638% 상승. 2020년 8월에 1,000달러를 투자했다면 2021년 1월에 약 6,380달러가 된다고 설명. 전망: 진행자는 아크인베스트 입장을 인용해 향후 5년간 10배~20배 상승 가능성을 제시하며, 여전히 상승 여력이 크다고 주장. 리스크: 영상 말미에 교육 목적이며 투자 조언이 아니라는 면책 문구가 있으나, 구체적 리스크 요인은 언급되지 않음. 다음 영상 예고: 크리스퍼 테라퓨틱스의 유전자 편집 시장 역할을 다룰 예정.
다듬은 글
hi everyone today we're going to be talking about pacific biosciences of california specifically who they are what they do and why kathy wood has made them the number one holding in the arc invest genomic revolution etf let's dive in this is the pac bio sql 2 system and it allows scientists to sequence dna at a much cheaper cost than ever before and this is going to help scientists resolve genetically complex problems it's going to play a major role in gene editing which will potentially help scientists cure many if not all disease now this machine allows pac bio to sequence the human genome for less than a thousand dollars a process that used to cost over a hundred thousand dollars and if moore's law holds true the cost should get below 100 in the near future this is a major reason why pac bio is at the forefront of the genomic revolution it's also why pac bio should see some of the fastest exponential growth we have ever seen in the stock market we're going to take a look at pac bios stock price in just a moment but first let's hear why kathy wood thinks the genomic marketplace is poised for a massive breakout over the next five years 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 um 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 health care it's diabetes so as kathy wood mentioned the largest category of spending in all of healthcare is diabetes and there is a chance we are going to be able to cure diabetes by editing a person's genes but in order to edit a person's genes using crispr and cast 9 you first need to sequence their genome and you do that with the pac bio sql 2 system so as we move into this world of potentially curing all disease with gene editing pact bio's tool for sequencing the human genome is going to play a major role and this means they are potentially going to make a lot of money let's take a look now at how the stock price is currently doing pac bios current stock price is 37 dollars and five cents that's an increase of 651 percent over the past year and if you go back to august so five months ago the stock price was only about five dollars per share representing an increase of 638 percent so if you invested one thousand dollars in pack bio in august of 2020 five months later in january of 2021 your stock would be worth six thousand three hundred and eighty dollars so even though the stock price has already increased dramatically i believe there is still a lot of runway remaining for it to go up arc invest believes this too i think we could see this stock 10x or even 20x over the next five years and as we sit at the forefront of the genomic revolution pac-bio stands to benefit tremendously from the rapid advancements in gene editing technology this presents a massive opportunity for investors who are willing to support innovative companies like pac-bio that have a good chance to change the world and dramatically decrease suffering caused by disease in our next video we are going to cover crispr therapeutics and the role they will play in the gene editing market what do you think of the genomic revolution is pac bio a good investment let me know in the comments if you enjoyed this video please be sure to like and subscribe also please remember this video is only for educational purposes and is not investment advice please make sure to do your own due diligence before deciding to invest thank you for watching and i'll see you next time
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