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10 months ago

Who will be the "Tesla of Genomics & Biotech"? Hint: It’s not who you think 😇👇 A few years ago, I bought into the genomics biotech excitement, after learning about companies like $CRSP (CRISPR Therapeutics) through Cathie Wood’s (@cathieDWood) ARK Invest Genomics fund🧬 Recently, I discovered $ABCL (AbCellera), dubbed the “Palantir of Biotech” ($PNTR), by @alc2022, the "singularity scaler shot-caller"👋 During my research, I found a key insight in a four-year-old YouTube interview between Brett Winton (@wintonARK), ARK Invest's Director of Research, and David Lee (@heydave7) buried ~50 minutes in. It reshaped my perspective as an investor for this space💡(video linked below) His main points: (48 min) Will there be a “Tesla of Genomics”? A dominant player will likely emerge, consolidating the market by rapidly innovating, leveraging technology and data to strengthen their competitive moat, and expanding beyond their initial focus (49 min) This consolidation won’t occur at the biotech or pharma level, but where treatments align with patients’ genomic, RNA, or proteomic data, improving care delivery and health outcomes per dollar spent (50 min) It's unlikely to happen via traditional doctor’s offices and insurance, which are ripe for disruption as healthcare shifts online (53 min) Advances in genomics will come from many sources. A company at the front of the patient funnel, however, delivering and improving the patient experience, will create a waterfall effect Brett's Conclusion: The fast-moving company at the front of the patient funnel will likely capture most of the value (not Teladoc😉) Brett’s thesis was likely correct, but Teladoc was not the right pick, they were too early to the game, tied to traditional medicine, insurance, and executed a flawed strategy I believe $HIMS will be the “winner-take-all”: The Tesla of Healthcare, Genomics, & Biotech Hims & Hers ($HIMS) is already disrupting healthcare: • AI-powered MedMatch, using vast datasets from 2.4 million subscribers to deliver hyper-personalized treatments for stigmatized conditions like sexual health and mental wellness • scaling rapidly by harnessing a data flywheel from blood tests and app interactions • constantly refining recommendations to boost patients outcomes • expanding globally and rapidly into new verticals (in just 2025 alone we're seeing metabolic health, home testing, and menopause care, with ongoing expansion into weight loss, low testosterone and sleep support) They are a fast moving, disruptive, innovation machine, that cannot be stopped. Think about it: even if $ABCL discovers a new peptide for a chronic condition, $HIMS, with its own peptide production facility in California🤔, would capture most of the margin. Per Grok, on a hypothetical $100 peptide sale, AbCellera might earn $8 in royalties, while $HIMS, as the manufacturer, could see $76 in gross profit (feel free to verify these numbers and comment, deep divers) Bottom Line: To capture the value created by genomics, gene editing, peptides, or antibodies, own $HIMS. Innovators in these spaces will likely become plugged-in upstream providers to HIMS, which may capture the lion’s share of value. What do you think? Is it really worth betting on a single biotech stock, given the generational opportunity that $HIMS presents? Watch below (start at 46:33) Brett Winton: Why Ark Invest Is Bullish on Tesla, Genomics, and Bitcoin https://t.co/5HUVbB0bg6

awakendnomad's tweet photo. Who will be the "Tesla of Genomics & Biotech"?

Hint: It’s not who you think 😇👇

A few years ago, I bought into the genomics biotech excitement, after learning about companies like $CRSP (CRISPR Therapeutics) through Cathie Wood’s (@cathieDWood) ARK Invest Genomics fund🧬

Recently, I discovered $ABCL (AbCellera), dubbed the “Palantir of Biotech” ($PNTR), by @alc2022, the "singularity scaler shot-caller"👋

During my research, I found a key insight in a four-year-old YouTube interview between Brett Winton (@wintonARK), ARK Invest's Director of Research, and David Lee (@heydave7) buried ~50 minutes in. It reshaped my perspective as an investor for this space💡(video linked below)

His main points:

(48 min) Will there be a “Tesla of Genomics”? A dominant player will likely emerge, consolidating the market by rapidly innovating, leveraging technology and data to strengthen their competitive moat, and expanding beyond their initial focus

(49 min) This consolidation won’t occur at the biotech or pharma level, but where treatments align with patients’ genomic, RNA, or proteomic data, improving care delivery and health outcomes per dollar spent

(50 min) It's unlikely to happen via traditional doctor’s offices and insurance, which are ripe for disruption as healthcare shifts online

(53 min) Advances in genomics will come from many sources. A company at the front of the patient funnel, however, delivering and improving the patient experience, will create a waterfall effect

Brett's Conclusion: The fast-moving company at the front of the patient funnel will likely capture most of the value (not Teladoc😉) Brett’s thesis was likely correct, but Teladoc was not the right pick, they were too early to the game, tied to traditional medicine, insurance, and executed a flawed strategy

I believe $HIMS will be the “winner-take-all”: The Tesla of Healthcare, Genomics, & Biotech

Hims & Hers ($HIMS) is already disrupting healthcare:
• AI-powered MedMatch, using vast datasets from 2.4 million subscribers to deliver hyper-personalized treatments for stigmatized conditions like sexual health and mental wellness
• scaling rapidly by harnessing a data flywheel from blood tests and app interactions
• constantly refining recommendations to boost patients outcomes
• expanding globally and rapidly into new verticals (in just 2025 alone we're seeing metabolic health, home testing, and menopause care, with ongoing expansion into weight loss, low testosterone and sleep support)

They are a fast moving, disruptive, innovation machine, that cannot be stopped.

Think about it: even if $ABCL discovers a new peptide for a chronic condition, $HIMS, with its own peptide production facility in California🤔, would capture most of the margin. Per Grok, on a hypothetical $100 peptide sale, AbCellera might earn $8 in royalties, while $HIMS, as the manufacturer, could see $76 in gross profit (feel free to verify these numbers and comment, deep divers)

Bottom Line: To capture the value created by genomics, gene editing, peptides, or antibodies, own $HIMS. Innovators in these spaces will likely become plugged-in upstream providers to HIMS, which may capture the lion’s share of value.

What do you think? Is it really worth betting on a single biotech stock, given the generational opportunity that $HIMS presents?

Watch below (start at 46:33)
Brett Winton: Why Ark Invest Is Bullish on Tesla, Genomics, and Bitcoin https://t.co/5HUVbB0bg6

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