3 Hidden Gems in Biotechnology with Manisha Samy

<p>For risk-tolerant investors who love a good thrill, there are few industries more exciting than biotechnology.</p> <p>He Jiankui shocked the world in 2018 by announcing he&#39;d genetically modified twins born in China. Two years later, Jennifer Doudna and Emmanuelle Charpentier shared the Nobel prize for developing CRISPR, and a globally-coordinated effort was embracing <strong>Moderna&#39;s</strong> innovative new mRNA approach to develop a COVID vaccine and make it universally available. Gene editing found its way into the clinic, enabling a new wave of checkpoint inhibitors to help the body proactively find and detect cancer. A more comprehensive understanding of the human genome - made possible by the cost of sequencing falling bellow $500 - has unlocked a new field of diagnostics to proactively screen patients. <strong>NVIDIA&#39;s</strong> recent investment in <strong>Recursion</strong> is the latest move to introduce AI into health care.</p> <p>Yet there are also several challenges that face this industry&#39;s extreme pace of innovation. Patent infringements are common, as the courtroom is continually used to determine who owns the most cutting-edge IP. Payments are still largely in the hands of insurers, who are still figuring out how to reimburse for proactive treatments. Patient privacy and regulations are polarizing topics that have kept several tech companies at bay. And several of the industry&#39;s most important players are undergoing leadership changes, which could result in consequences that impact both their customers and the system at-large.</p> <p>How should investors approach this roller-coaster that we call the biotech industry? Are there exciting new trends and scientific breakthroughs that demand our attention? Are there larger companies who capitalize on those trends by providing the picks and shovels to enable them? Are there smaller, &#39;off the radar&#39; companies who are risky but also offer enormous potential upside?</p> <p>To help us answer those questions, we&#39;ve brought