Healthcare - Collaboration in CRISPR Expertise

Components Performance/Risk
Period Return
15.4%
Return Rank
Below Average
Risk Exposure
High Risk

Saddled with uncertain outcomes, most firms focused on gene and RNA therapies have had a poor performance record over the past year

Identify turn-around stories early on by tracking their performance over very short periods (from 2 weeks on, by selecting your preferred time frame on the drop-down menu, top right)

 

An investment focus on high-value drug development collaborations between giant healthcare companies and clinical trial and research firms is a high-stake bet and, potentially, a high-reward strategy

Various degrees of collaboration and license agreements have committed each and every global healthcare firm to large pay-outs tied to sales thresholds, to be achieved by the successful research firm…

…if and when regulatory approval is ultimately granted

 

The large healthcare firms – often strong contenders in rare disease R&D in their own right – such as AbbVie , Astra Zeneca , Bayer ,  Eli Lilly , Gilead Sciences , Johnson and Johnson , Novartis , Pfizer , Regeneron Pharmaceuticals  or Roche Holding – are operating with the smaller trial and research firms under contractual agreements including upfront payments and - often very large - payouts linked to sales (if and when the regulatory greenlight is obtained) 

 

The selection does not cover all collaborations currently under way and should be understood as a sampling of an on-going trend worth of careful evaluation

 

The companion theme "Cell Therapies - Gene Editing" lists additional significant healthcare firms focused on research in advanced genetics

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Sangamo Therapeutics SGMO Health CareDNA testing & Gene editing0.0725 M-33.6% Sharp Down High Risk
Catalent CTLT Health CareDNA testing & Gene editing63.4812 B0.0% Weak Up Low Risk
Intellia Therapeutics NTLA Health CareDNA testing & Gene editing11.101.3 B-11.0% Sharp Down High Risk
Precision Biosciences DTIL Health CareDNA testing & Gene editing7.33195 M57.4% Neutral High Risk
Stoke Therapeutics STOK Health CareDNA testing & Gene editing29.651.7 B115.0% Weak Down High Risk
Beam Therapeutics BEAM Health CareDNA testing & Gene editing25.912.8 B31.4% Weak Down High Risk
Ginkgo Bioworks DNA Health CareDNA testing & Gene editing7.93490 M-46.9% Weak Down High Risk
Agilent Technologies A Health CareLife Sciences Tools & Lab Instruments139.7437 B10.7% Neutral Below Average
1 – 8 of 8