Apologies for the late newsletter this week (I was in the middle of moving to a new apartment). Also: No technical analysis this week -- the newsletter was almost over the Gmail truncation limit.
Even though I invested in ARKG awhile ago, I was only familiar with their more prominent holdings. Writing this newsletter gave me a chance to do a real deep dive on all of the companies in the fund. Some were VERY surprising.
I think the most interesting company I discovered was Beam Therapeutics. I remember when David Liu's prime editing paper was published last year -- it made quite the splash. I was shocked to see that he (and his collaborators) had turned that tech into a company and that it had gone public this year.
The weirdest company I discovered was definitely Aquabounty Technologies (mutant salmon farming).
So what do you think of these ETFs? Are there any holdings that you particularly like? Let me know in the comments!
Hi Nathan. Realy nice post about Ark Genomics and their holdings. Why all the interesting companies (NVTA, CRSP, TWST, BEAM...) are not in your "Top Publicly-traded Longevity Stocks" home page, even those with a larger market cap and potential? What is your criterion?
I just checked the actual ARKG holding and it is quite different now, only 3 months after you post. It seems they are trading a lot with those small companies:
Good question. Although the ARKG prospectus does state that they intend to invest in companies that will profit from genomic technologies that extend and improve quality of life, it does not really have any anti-aging therapeutics companies.
I'm mostly looking for companies that are developing therapies in the context of aging science and/or target aspects of aging. This is also not so clear cut either (are all neurodegeneration companies longevity companies?)
Yes, it is an actively traded fund so the weightings will change quite a bit and some companies get added/dropped. I think since I wrote this article they added some big pharmas (Novartis, Takeda, Roche, Regeneron) and some smaller companies (Repare and some others I forget). Google was added after the Deepmind AlphaFold announcement.
I did debate whether CRISPR Therapeutics could be considered a regenerative medicine company on account of their T1 Diabetes ex-vivo pipeline, if only for the cell transplant aspect.
For years I was interested in investing in this industry. It was only after discovering your website that I found what I was looking for. You are realy doing something here
I'm also a fan of ArkInvest and the ARKG ETF. But given that ARKG publishes their ETF allocation _and_ you can sign up for their daily trades, why buy their active ETF for the fee rather than construct your own portfolio of anti-aging holdings?
Apologies for the late newsletter this week (I was in the middle of moving to a new apartment). Also: No technical analysis this week -- the newsletter was almost over the Gmail truncation limit.
Even though I invested in ARKG awhile ago, I was only familiar with their more prominent holdings. Writing this newsletter gave me a chance to do a real deep dive on all of the companies in the fund. Some were VERY surprising.
I think the most interesting company I discovered was Beam Therapeutics. I remember when David Liu's prime editing paper was published last year -- it made quite the splash. I was shocked to see that he (and his collaborators) had turned that tech into a company and that it had gone public this year.
The weirdest company I discovered was definitely Aquabounty Technologies (mutant salmon farming).
So what do you think of these ETFs? Are there any holdings that you particularly like? Let me know in the comments!
Hi Nathan. Realy nice post about Ark Genomics and their holdings. Why all the interesting companies (NVTA, CRSP, TWST, BEAM...) are not in your "Top Publicly-traded Longevity Stocks" home page, even those with a larger market cap and potential? What is your criterion?
I just checked the actual ARKG holding and it is quite different now, only 3 months after you post. It seems they are trading a lot with those small companies:
https://etfdb.com/etf/ARKG/#holdings
Good question. Although the ARKG prospectus does state that they intend to invest in companies that will profit from genomic technologies that extend and improve quality of life, it does not really have any anti-aging therapeutics companies.
I'm mostly looking for companies that are developing therapies in the context of aging science and/or target aspects of aging. This is also not so clear cut either (are all neurodegeneration companies longevity companies?)
Yes, it is an actively traded fund so the weightings will change quite a bit and some companies get added/dropped. I think since I wrote this article they added some big pharmas (Novartis, Takeda, Roche, Regeneron) and some smaller companies (Repare and some others I forget). Google was added after the Deepmind AlphaFold announcement.
I did debate whether CRISPR Therapeutics could be considered a regenerative medicine company on account of their T1 Diabetes ex-vivo pipeline, if only for the cell transplant aspect.
Thank you for replying back.
For years I was interested in investing in this industry. It was only after discovering your website that I found what I was looking for. You are realy doing something here
I'm also a fan of ArkInvest and the ARKG ETF. But given that ARKG publishes their ETF allocation _and_ you can sign up for their daily trades, why buy their active ETF for the fee rather than construct your own portfolio of anti-aging holdings?
Nvm, I see you address it after "Do I think the fund warrants its 0.75% management fee" :)
Thanks for this helpful tip on daily trade notification.