Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.
To learn more, view Big Ideas 2023.
This week’s Big Ideas Monday Mini Episode focuses on Precision Therapies.
Precision therapies are patient-centric and target the root cause of disease, not symptoms. Designed using novel experimental and computational methods, precision therapies could develop faster and more cost-effectively than traditional therapies.
Rapid advances in technologies like artificial intelligence (AI), DNA and RNA sequencing, CRISPR gene editing, and laboratory automation have spawned new therapies, enabling the treatment of diseases previously considered intractable. Increasingly, precision therapies are becoming multiomic, with mechanisms of action spanning DNA, RNA, proteins, and more.
Based on ARK’s research, the enterprise value of companies focused on precision therapies could appreciate 29% at an annual rate from ~$500 billion in 2022 to ~$3 trillion by 2030.
Watch the video version here.
Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.
FYI - For Your Innovation