@kaizen_investorDec 22, 2025 · 9:18 PM

Biotech & Genomics is the 2nd largest growing TAM globally. Despite this potential, the sector remained stagnant in 2025. While capital flooded into AI, pharma was ignored. I expect this to change in 2026. Here are the companies on my watchlist: Metabolic & Weight Loss Leaders • $LLY (Eli Lilly): Obesity, diabetes, and Alzheimer's drugs • $NVO (Novo Nordisk): Global leader in diabetes care • $VKTX (Viking Therapeutics): Potent oral obesity therapies Surgical Robotics & Navigation • $ISRG (Intuitive Surgical): Robotic minimally invasive surgery • $PRCT (Procept BioRobotics): Robotic waterjet prostate surgery • $CLPT (ClearPoint Neuro): Precise navigation for brain surgery Gene Editing Pioneers • $NTLA (Intellia Therapeutics): In-vivo CRISPR gene editing • $BEAM (Beam Therapeutics): Precision genetic base editing • $PRME (Prime Medicine): Precise search-and-replace gene editing Diagnostic & Monitoring Tech • $DXCM (DexCom): Continuous glucose monitoring sensors • $NTRA (Natera): DNA testing for cancer/transplants • $WGS (GeneDx): Genomic diagnostics for rare diseases Specialized Biotech & Organ Care • $VRTX (Vertex): Cystic fibrosis and pain cures • $ARGX (Argenx): Novel autoimmune disease treatments • $TMDX (TransMedics): Living organ transport systems Bio-Infrastructure & Data • $VEEV (Veeva Systems): Cloud software for life sciences • $IQV (IQVIA): Clinical trial data and analytics • $TMO (Thermo Fisher): Scientific equipment and lab services • $DNA (Ginkgo Bioworks): Platform for cell programming Consumer Digital Health • $HIMS (Hims & Hers): Personalized telehealth and prescriptions