Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish

FUTURE THEMES | SCIENCE

Genomic testing and the future of medicine

We explore the future of genomic testing, the therapeutics it enables, and its impact on the health care system as a whole.

The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

KEY POINTS

  • We believe genomic testing could become the standard of care, with more sequencing at birth, for cancer patients, and even for healthy adults, among other uses.
  • The significant number of gene therapy drugs currently in biotech and pharma pipelines could drive a proliferation of gene therapy treatments over the next 10 years, offering long-overdue hope for many patient populations and driving numerous investment opportunities.
  • These innovations could cause substantial changes to the cost structure and timeline for treatments, potentially transforming global health care systems.

THE GROWTH OF GENOMIC TESTING COULD SIGNAL A NEW CHAPTER IN THE FUTURE OF MEDICINE. Progress in genetic screening, testing, and analytics has the potential to revolutionize the treatment of countless diseases. In particular, we believe these advancements have significant potential to create gene therapies for rare diseases. Many of these innovations could replace ongoing treatments with long-term cures. The increased power of genomic testing could therefore be enormously impactful to society. Importantly, it will also have substantial cost implications that could transform the global health care system.

In this paper, we discuss the future of genomic testing, the therapeutics it enables, and its impact on the global health care system as a whole.

A revolution in genomic testing

The Genome Project was groundbreaking and unlocked tremendous innovation potential. In the last few decades, the cost of gene mapping has reduced from millions of dollars per genome to now only hundreds of dollars per genome. It may soon fall to US$100. The falling cost of gene mapping has drastically increased our understanding of the genome and now allows us to focus on the downstream developments from this knowledge to unlock its power for drug discovery, including treatments for rare diseases.

Notably, innovation in genome sequencing technologies and strategies does not appear to be slowing down. We believe there is significant elasticity of demand as sequencing costs decline and as new clinical sequencing applications become viable. We see several new categories that have the potential to become the standard of care during our lifetime, such as more sequencing at birth, for cancer patients, and even for healthy adults, among other uses.

  • Sequencing at birth: This can help identify mutations in newborn infants that could affect their health and have implications for their family members and future generations. An estimated 6% of children are born with…

To read more, please click the download link below.

Recommended for you

<em>Investment bytes – Asia tech<br></em> <span>The hidden growth story in Japan tech</span>
Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
Investment bytes – Asia tech
The hidden growth story in Japan tech
,
publish
A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
A theme is not an index
,
publish
<em>Investment bytes – Asia tech</em><br> <span>Local solutions for local markets</span>
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive in the wake of COVID-19 and the US-China trade war.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
Investment bytes – Asia tech
Local solutions for local markets
,
publish
Global Industry Analyst Spotlight Series — Fintech
Bruce Glazer sees the opportunity within fintech as potentially huge and enduring. With a current focus on payments, the digitization of financial services, and technology infrastructure, Bruce seeks not just innovators but also companies that use new technologies to boost competitiveness and sustain strong growth.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Global Industry Analyst Spotlight Series — Fintech
,
publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Beyond bitcoin: Eight essential blockchain insights
We look beyond bitcoin to explore eight exciting impacts and opportunities from blockchain technology.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021

FUTURE THEMES | SYSTEMS

Beyond bitcoin: Eight essential blockchain insights
,
publish
Fintech innovation: A pure play on enduring disruption
Learn why we believe now is the right time for a long-term, pure-play investment in the innovations fueling fintech disruption.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Fintech innovation: A pure play on enduring disruption
,
publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SUSTAINABILITY</p>Water: Priced for imperfection
Water scarcity could have profound humanitarian and economic consequences. Members of our Future Themes research team share insights from their work, including why they believe water is woefully underpriced and how investors can effectively gain exposure to this important theme.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021

FUTURE THEMES | SUSTAINABILITY

Water: Priced for imperfection
,
publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021

FUTURE THEMES | SYSTEMS

Evaluating cryptocurrencies as an asset class
,
publish