The table below shows the 30 companies in our NextGen Medicine basket and provide a broad-based exposure to this part of the biotechnology industry. It is our expectation that the biggest breakthroughs in medicine over the coming decades will come from this part of industry. Some of the other gene editing companies in the list are CRISPR Therapeutics, Beam Therapeutics, Editas Medicine and PTC Therapeutics.
Illumina Inc | US | 70,299 | 1.0 | 3,473 | NM | 99.7 |
Moderna Inc | US | 89,517 | 1.9 | 2,732 | NM | 58.3 |
Seagen Inc | US | 29,236 | 2.9 | 2,273 | NM | 106.4 |
Genmab A/S | DK | 27,338 | 1.9 | 1,693 | NM | 64.6 |
Exact Sciences Corp | US | 22,475 | 2.8 | 1,546 | NM | 102.3 |
BioNTech SE | DE | 54,547 | 1.4 | 551 | 16.3 | NA |
Grifols SA | ES | 16,167 | 2.2 | 6,105 | NM | 62.9 |
CRISPR Therapeutics AG (**) | CH | 11,489 | 2.6 | 1 | 5.5 | 70.5 |
Argenx SE | NL | 16,177 | 1.6 | 42 | 5.1 | 59.8 |
Mirati Therapeutics Inc | US | 8,861 | 3.7 | 13 | 4.2 | 114.9 |
Fate Therapeutics Inc | US | 8,380 | 1.5 | 40 | 10.2 | 110.2 |
Natera Inc | US | 10,257 | 1.2 | 449 | 3.0 | 115.1 |
Invitae Corp | US | 6,888 | 3.9 | 319 | 1.0 | 101.3 |
Ultragenyx Pharmaceutical Inc | US | 6,505 | 6.9 | 334 | 2.9 | 132.2 |
Twist Bioscience Corp | US | 6,177 | 0.8 | 113 | 2.5 | 126.1 |
Denali Therapeutics Inc | US | 9,095 | 2.4 | 340 | NM | 102.1 |
Arrowhead Pharmaceuticals Inc | US | 8,974 | 1.8 | 89 | NM | 74.1 |
Iovance Biotherapeutics Inc | US | 4,116 | 4.9 | 0 | 2.4 | 127.3 |
Pacific Biosciences of California Inc | US | 7,010 | 1.0 | 92 | 4.0 | 91.8 |
Galapagos NV | BE | 4,666 | 13.4 | 639 | 10.3 | 45.6 |
Beam Therapeutics Inc | US | 6,812 | 4.0 | 0 | 2.3 | 106.8 |
Swedish Orphan Biovitrum AB | SE | 5,533 | 3.5 | 1,612 | NM | 107.9 |
Sage Therapeutics Inc | US | 3,345 | 8.6 | 1,113 | NM | 119.8 |
Abcam PLC | GB | 4,485 | 1.2 | 346 | NM | 89.3 |
Intellia Therapeutics Inc | US | 9,094 | 1.7 | 52 | 8.7 | 109.3 |
Editas Medicine Inc | US | 2,988 | 5.5 | 92 | 2.2 | 87.1 |
PTC Therapeutics Inc | US | 3,067 | 17.0 | 430 | 4.8 | 124.2 |
Allogene Therapeutics Inc | US | 3,616 | 5.7 | 38 | 4.5 | 125.7 |
CareDx Inc | US | 4,951 | 1.1 | 221 | 59.1 | 110.5 |
Source: Bloomberg and Saxo Group
Table explanations: R&D in % is the 12-month R&D expense in % of market cap, Burn rate is the number of years the company can sustain current negative free cash flow (NM means not measurable and is used for those with positive free cash flow), Insti % is the institutional ownership of the floating shares (those that are tradeable, so if all shares are not publicly available then the ratio can be above 100%) in %.
** Peter Garnry has holdings in these companies