I started this newsletter because I believe the biggest investment opportunities come from long-term technological shifts, not short-term market trends.
Genomics is one of the few industries where biology, AI, and computing are converging at scale.
Many investors lost interest after the biotech selloff in 2021. Capital moved to AI, and genomics faded from the headlines.
The technology didn’t stop.
Sequencing costs continued to fall. The first CRISPR therapy reached the market. AI began transforming drug discovery, diagnostics, and biological research.
Today, genomics sits at the intersection of biology, artificial intelligence, and computing. That convergence has the potential to reshape healthcare over the next decade.
In this report, we’ll break down genomics in simple terms, explores the companies building the ecosystem, and concludes with the six genomics stocks I believe are best positioned to benefit from this long-term trend.
What Is Genomics?
Every cell in your body contains DNA.
Think of DNA as the instruction manual for building and maintaining life. It determines everything from eye color to how your body functions.
A genome is the complete set of DNA instructions inside an organism.
Genomics is the study of those instructions. Scientists sequence DNA to identify mutations, understand diseases, develop targeted therapies, and improve how medicine is practiced.
Just as software engineers read and write computer code, scientists are learning to read, analyze, and increasingly edit the genetic code of life.
The better we can understand that code, the better we can diagnose diseases, develop new drugs, and personalize treatments for individual patients.
Why Genomics Matters
Medicine has traditionally treated disease after symptoms appear.
Genomics makes it possible to identify genetic risk earlier, diagnose diseases sooner, and tailor treatments to an individual’s DNA.
This shift is already underway.
Doctors are using genomic testing to match cancer patients with targeted therapies, screen for inherited diseases, and improve treatment decisions.
The investment opportunity extends beyond healthcare.
Every genome sequenced generates new biological data. That data improves AI models, accelerates drug discovery, and advances precision medicine.
More sequencing creates more data.
More data leads to better insights.
Better insights improve medicine.
That cycle is one of the strongest long-term drivers behind genomics.
Why Now?
Genomics has existed for decades.
The difference today is that the technology has reached an inflection point.
Three forces are converging at the same time: cheaper sequencing, better AI, and exponentially more computing power.
Sequencing Costs
The cost of sequencing a human genome has fallen from nearly $100 million in 2001 to under $200 today.
Lower costs are driving more sequencing, creating larger datasets for research, diagnostics, and drug discovery.
Artificial Intelligence
AI is making genomic data far more valuable.
Researchers can now analyze millions of DNA sequences, identify disease-causing mutations, predict protein structures, and accelerate drug discovery at a scale that wasn’t previously possible.
Dario Amodei, CEO of Anthropic, believes biology could become AI’s most important application. In Machines of Loving Grace, he argues that advanced AI could compress decades of biological research into just a few years.
If that vision proves even partially correct, genomics could become one of the largest beneficiaries of the AI revolution.
Better Computing
Cloud computing and GPUs can process genomic datasets at a scale that was impractical just a few years ago, enabling faster analysis and more complex AI models.
Clinical Adoption
Genomics is becoming part of routine healthcare.
Doctors increasingly use genomic information to:
Diagnose rare diseases
Match patients with targeted therapies
Improve drug development
Personalize treatment
The Flywheel
Every new genome strengthens the ecosystem.
This flywheel is one of the strongest reasons genomics is evolving from a healthcare niche into a long-term technology platform.
It becomes more valuable as more data is generated, analyzed, and applied to patient care.
The Genomics Ecosystem
Genomics isn’t a single business.
It’s an ecosystem where each company plays a different role. Some build the machines that read DNA. Others analyze the data, develop diagnostic tests, or create new medicines.
Understanding where a company fits is the first step in evaluating its long-term potential.
1. Sequencing
These companies build the platforms that read DNA.
Without sequencing, the rest of the ecosystem doesn’t exist.
$ILMN - Illumina. ~80% global market share. The dominant short-read sequencing platform.
$PACB - Pacific Biosciences. Long-read sequencing pure-play. Best-in-class accuracy for clinical applications.
$TMO - Thermo Fisher Scientific. Diversified life sciences giant with significant sequencing exposure.
$A - Agilent Technologies. Instruments, tools, and consumables across life sciences research.
2. Tools, Reagents & Synthetic Biology
These companies make the inputs every experiment runs on.
If sequencing reads DNA, this category writes it, preps it, and supplies the chemistry.
$TWST - Twist Bioscience. Silicon-based synthetic DNA platform. The picks-and-shovels of the entire R&D ecosystem.
$DHR - Danaher. Diversified life sciences conglomerate. Beckman Coulter, Cytiva, and other operating companies.
$QGEN - Qiagen. Sample preparation and molecular diagnostics. Essential infrastructure for every research lab.
$TECH - Bio-Techne. Reagents and instruments across research workflows. Steady compounder.
3. Diagnostics
These companies use genetic information to detect disease, guide treatment decisions, and monitor patients.
$NTRA - Natera. Signatera test for cancer recurrence. Profitable trajectory with growing reimbursement.
$GH - Guardant Health. Liquid biopsy specialist with deep oncology relationships.
$EXAS - Exact Sciences. Cologuard at-home colon cancer screening, plus Oncotype DX cancer recurrence portfolio.
4. AI & Bioinformatics
These companies turn biological data into useful insights.
Their software helps researchers identify patterns, discover drug targets, and accelerate scientific research.
$TEM - Tempus AI. AI platform matching cancer patients to therapies based on genetic profiles. Deployed in major US cancer centers.
$RXRX - Recursion Pharmaceuticals. AI-native drug discovery platform, strengthened by the Exscientia acquisition.
$ABCL - AbCellera. AI-powered antibody discovery platform with broad pharma partnerships.
5. Gene Editing
These companies develop technologies that modify DNA to treat or potentially cure genetic diseases.
The category just received major validation: Eli Lilly acquired Verve Therapeutics for up to $1.3 billion in June 2025, signaling that big pharma is willing to pay real money for gene editing platforms.
$CRSP - CRISPR Therapeutics. Co-developer of Casgevy, the first FDA-approved CRISPR therapy. Real revenue today.
$NTLA - Intellia Therapeutics. In-vivo CRISPR editing leader.
$BEAM - Beam Therapeutics. Base editing pioneer. More precise than standard CRISPR.
$PRME - Prime Medicine. Prime editing with “search and replace” precision.
$QURE - uniQure. Established gene therapy company with rare disease focus.
6. Drug Discovery & Precision Medicine
These companies use genomic data to develop the next generation of medicines.
Pharmaceuticals & Therapeutics
$LLY - Eli Lilly. Aggressive acquirer in genetic medicine. Bought Verve in 2025. Mega-cap with the cash flow to fund the buildout.
$REGN - Regeneron. Genetic Medicines unit applying genomics to drug development.
$VRTX - Vertex. Cystic fibrosis franchise plus the commercial partner on Casgevy. Strong cash flow funding genomic medicine bets.
$MRNA - Moderna. mRNA platform proven at scale during COVID. Pipeline expanding into oncology and rare disease.
$BNTX - BioNTech. mRNA pioneer with deep oncology pipeline.
$BMRN - BioMarin. Specialty rare disease focus with strong genomic tilt.
Visual Summary
My 6 High-Conviction Genomics Stocks
Understanding genomics is the first step.
Selecting the right businesses is where investment returns are made.
I've narrowed the field to 6 high-conviction stocks that I believe are best positioned for the next decade.
3 Industry Leaders
2 Growth Companies
1 High-Risk, High-Reward Opportunity
The following section explains why each company made the list and the role it plays in the future of genomics.
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