Emerging Tech

Biotech – an exciting frontier

Shares of biotech companies enjoyed a decent run in the last quarter of the year. A Nasdaq index IBB of biotechnology gained 22% in the recent three months.

Biotech stocks are notoriously volatile, often driven by emerging research findings (good or bad). Within the sector I am particularly interested in gene editing technologies. My rationale is that twenty years after the completion of Human Genome Project (1990 – 2003), it is about the time to make breakthroughs in the area and have research results for commercial. It appears to me twenty years is a time constant of a major technology if we look at it as a dynamic system.

I was watching three companies closely – CRSP, EDIT and NTLA. All of them have good return this year.

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