Hoping to hear from people familiar with the Biotech, surgical, healthcare, and future med tech industries. What are the upcoming FAANGs of the biotech world? Or promising smaller companies to work for and are going to see big potential? Companies that are early in the cutting edge and are going to be huge in the next 5 years. Generally, I don’t see this as a pharmaceutical company that makes a couple drugs but as a huge game changer in the future of medicine and biology. Many recommendations and recommending against are welcome. Intuitive Surgical (ISRG) Illumina (ILMN) Agilent (A) Dexcom (DXCM) Seattle Genetics (SGEN) BeiGene (BGNE) 10x Genomics (TXG) Guardant Health (GH) PPD Crispr Therapeutics (CRSP) Repligen (RGEN) Zai Lab (ZLAB) Invitae (NVTA) Natera (NTRA) Adaptive Biotech (ADPT) Twist Biosciences (TWST) Nevro (NVRO) iRhythm (IRTC) Berkeley Lights (BLI) Relay Therapeutics (RLAY) Pacific Biosciences (PACB) STAAR Surgical (STAA) VeraCyte (VCYT) Inari Medical (NARI) Progyny (PGNY) CareDx (CDNA) Intellia Therapeutics (NTLA) Seres Therapeutics (MCRB) Myovant Sciences (MYOV) Editas Medicine (EDIT) Phreesia (PHR) Personalis (PSNL) Fulgent Genetics (FLGT) Codexis (CDXS) AquaBounty (AQB) ADMA Biologics (ADMA) Mustang Bio (MBIO) Gritstone Oncology (GRTS)
Just go lookup ARKG holdings. VRTX
I’m a sr analyst (not Pru) covering some fields like biotech. NTRA seems to have a very strong future outlook, likely to have a dominant market in the gene testing space. The analyst sentiment is the same with other reviewers from RJ piper Baird etc.
Great to know. They even have a couple good reviews on Blind from employees. The highest sentiment I’ve seen here is for 10x Genomics, Twist, DexCom, and Illumina. What do you think about those, Berkeley Lights, Guardant Health, CareDx, and Invitae?
Some of the smaller ones I’m not all too familiar with. I’ve heard the names in investor calls, but CareDX might take some of the cake from Natera. It really depends on how an ongoing IP lawsuit goes. Guardant has bad books, but their research in blood diagnostics is very promising. These companies are all very similar, and it will all reduce to who can cut their COGS the most, and get coverage approval sooner.
What about jazz pharma seems strong in oncology
GE Healthcare?
3rd boss in 3 years. Covertly toxic environment.
Sorry to hear that, I’ve been in that. Not a lot of info on TXG in Blind. Do you feel that’s endemic to your org and the rest of TXG?
Precisca
looking at these companies today, most of them are strictly in-person. pretty disappointing
Verily?
Possible. Why?