ARKG includes companies that merge healthcare with technology to capitalize on the revolution in genomic sequencing. These companies try to better understand how biological information is collected, processed, and applied by reducing guesswork and enhancing precision, restructuring health care, agriculture, and pharmaceuticals in the process.
As ARK research points out, yet another emerging opportunity within the genomics space is synthetic biology (SynBio).
“Synthetic biology (SynBio) is a rapidly growing field of science that engineers organisms and biomolecules with novel properties not found in nature,” according to the issuer. “Central to SynBio is the ability to assemble DNA from its four canonical bases (A, T, G, and C), creating oligonucleotides or ‘oligos’, for many healthcare applications. Diagnosticians use synthetic oligos, for example, to calibrate and verify the performance of both PCR and sequencing-based tests for COVID-19.”
ARKG holds equity securities of companies across multiple sectors, including health care, information technology, materials, energy, and consumer discretionary, that are relevant to the fund’s genomics theme. The active management team behind the ARKG strategy combines a top-down and bottom-up research methodology to identify innovative companies and convergence across markets.
The second generation of cell and gene therapy is one of multiple frontiers ARKG provides exposure to. It’s also lacking in many old-school biotechnology ETFs.
“New cell and gene therapy innovations could increase the total addressable market for oncology therapeutics by more than 20-fold,” according to ARK Research.
January 29, 2021
Next generation sequencing (NGS) is here, and its long-term evolution could spark significant upside for exchange traded funds like the
Long DNA is a new frontier in the genomics space, but it’s applications are critical given the role genetics plays in treating an array of diseases.
“ARK believes long-read technology offers superior accuracy, more comprehensive variant detection, and a richer set of features than short-read platforms. By the end of 2025, highly-accurate long and short-read sequencing should approach cost-parity,” according to ARK Investment Management.
The Always Alluring ARKG
Next generation DNA sequencing could set the stage for a new era in medicine given its accuracy, cost-effectiveness, and soon affordability.
Targeted ETF Strategies to Capture Technological Breakthroughs January 27, 2021
Investors can tap into exchange traded fund strategies that capture these to capture disruptive innovations and enhance portfolios.
In the recent webcast,
Big Ideas 2021: Technological Breakthroughs Investors Shouldn’t Miss, Catherine Wood, Founder, CEO, CIO, ARK Invest, highlighted breakthrough technologies that will change the global economy and open growth opportunities for investors.
For starters, Wood highlighted deep learning that could create more economic value than the internet did. The Internet added $3 trillion to equity market capitalization globally over two decades, and deep learning has already created $2 trillion in market capitalization as of 2020. ARK Invest projects deep learning could add $30 trillion to equity market capitalization over the next 15 to 30 years.
January 21, 2021
Genomics is one of the premier disruptive technologies. While several exchange traded funds provide access to this fast-growing industry, the
ARK Genomic Revolution Multi-Sector Fund (CBOE: ARKG) is arguably the best when it comes to keeping pace with the rapidly changing world of genomics advances.
Take the case of HiFi sequencing chemistry, a still nascent healthcare technology, but one some ARKG components already have exposure to.
“During the J.P. Morgan Healthcare Conference last week, Invitae (NVTA), a leading medical genetics company, and Pacific Biosciences ‘PacBio’ (PACB), a provider of long-read sequencing instruments, announced a collaboration to develop an ultra-high-throughput sequencing platform based on PacBio’s HiFi sequencing chemistry. This collaboration could increase the number of threats to companies focused on short-read sequencing,” according to ARK research.