The way in which drug discovery is carried out is rapidly evolving. These breakthroughs lead us to believe that an era of truly personalized and precision medicine, delivering profound results to patients in dire need, is upon us. Though theĬutting-edge gene therapy treatments can deliver lifesaving benefits to paediatric patients with devastating neurological diseases. These technologies, which include liquid biopsies, imaging techniques, and genomic profiling, represent the front line of patient care.įor instance, invasive diagnostic procedures are increasingly being replaced by non-invasive molecular tests, such as liquid biopsies, that can provide a similar level of accuracy while greatly reducing the burden to the patient. We see opportunities in life sciences tools because many of these companies provide enabling technologies for diagnostic and therapeutic companies yet tend to have less direct exposure to risks created by drug pricing, clinical failures, and policy shifts.ĭiagnose: More powerful life sciences tools have enabled businesses to develop diagnostic technologies that reduce the cost of care while improving patient outcomes. Tools companies typically employ a razor/ razor blade business model in which customers are locked in by an instrument placement that drives subsequent pull through of related consumable products. The proteomics space could be as transformative as the genomics space.
Such stepwise changes in experimental capability have opened the way to rapid innovation, and, over time, we believe Orders of magnitude higher than what technologies from earlier decades could do. While sometimes overlooked, this subsector within the life sciences is an engine of continuous discovery.įor instance, new proteomics tools allow scientists to characterize thousands
These tools include gene sequencers, flow cytometers, liquid handling robots, and many other products that allow researchers to delve more deeply, and with greater efficiency, into the causes of disease. Notably, the global population of people aged 60 and over is set to reach or surpass 2 billion by 2050, creating a greater disease burden for society and a need for continued innovation across the life sciences 3.ĭefine: Life sciences tools businesses enable researchers to automate and scale experimentation while also uncovering new aspects of biology. Indeed, we are also excited about similar trends in other areas, including proteomics, the large-scale study of proteins.Īt the same time, the global demand for new technologies and therapies continues to grow. While sequencing is one of the best examples of a tool that has become remarkably accessible, it is only one among many. Which ultimately accelerates the pace of innovation. Today, that price has fallen to less than $700 2.Īs in many areas of life sciences, lower costs led to increased opportunities for experimentation and discovery, Twenty years ago, sequencing the entire human genome cost some $100 million. There has been a flood of private and public funding into the life sciences over the past 18 months we believe that we are only at the beginning of a multidecade growth story 1. We believe this life sciences revolution has created exciting opportunities for select businesses in the areas of life sciences tools, diagnostics, and therapeutics.Īs new technologies lower the barriers to entry, we expect that many earlier-stage businesses, many of which are still private, have the potential to capture and create value and ultimately generate wealth for long-term investors.
Technological advancements and biological breakthroughs have allowed a better understanding of the causes of disease, opening the way to more precise and earlier diagnosis and treatment.
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