$CRSP (+4,23 %) , $IOVA (+0,59 %) , $ABT (-1,3 %) & $ONWD (+4,65 %)

The healthcare and biotech sector remains one of the most exciting areas for long-term investors. Between pioneering gene editing, immunotherapies and neuronal interfaces, a new chapter in modern medicine is currently being written - with opportunities, but also considerable risk.

Here is a compact overview of four companies that play an interesting role in my view.

🧬 CRISPR Therapeutics ($CRSP (+4,23 %)
)

CRISPR Therapeutics is one of the absolute pioneers in the field of gene editing. The company uses the revolutionary CRISPR/Cas9 technologyto potentially cure genetic diseases permanently.

💡 Highlights:

• The first approved drug Casgevy (for sickle cell anemia and beta thalassemia) marks a historic success in gene therapy.
• Sales are currently still low, but the pipeline for rare diseases and oncology is strong.
• Analysts see medium-term price targets of $70 +depending on clinical progress.

Opportunity: If further indications become established, CRISPR could generate billions in sales in the long term.

⚠️ Risk: Research expensive, approvals complex, sales still in the start-up phase.

🧫 Iovance Biotherapeutics ($IOVA (+0,59 %)
)

Iovance develops TIL therapies (Tumor Infiltrating Lymphocytes) - immune cells that specifically target solid tumors. The concept is medically promising: letting the body heal itself with its own immune cells.

💡 Highlights:

• Initial approvals and encouraging clinical data are available.
• The share price has recently fluctuated significantly - typical for biotechs in the pre-revenue phase.

Opportunity: If commercialization is successful, $IOVA can scale strongly in the coming years.

⚠️ Risk: Capital-intensive and regulatory demanding - setbacks can hit hard.

🧠 Abbott Laboratories ($ABT (-1,3 %)
)

Abbott is an established player with a focus on medical technology, diagnostics and neurointerfaces. Particularly exciting: the neuromodulation divisionwhich uses electrical impulses to treat chronic pain or movement disorders.

💡 Highlights:

• Cooperation with the NIH BRAIN Initiative for the further development of neuroimplants.
• Stable sales, strong balance sheet and ongoing innovations in the area of biointerfaces and wearable MedTech solutions.

Opportunity: Demand for neuro and heart implants is growing in line with demographic change.

⚠️ Risk: Moderate growth rates, competition from Medtronic & Co.

🧬ONWARD Medical ($ONWD (+4,65 %)
)

ONWARD is one of the most exciting startups in the field of Neurotech & Brain-Computer-Interfaces (BCI). Their goal: to enable people with spinal cord injuries to move again - through direct neuronal communication between the brain and body.

💡 Highlights:

• Several FDA breakthrough designations for their implants.
• Initial clinical successes show that paraplegics can perform controlled movements again.

Opportunity: If the technology catches on, $ONWD could revolutionize rehab medicine.

⚠️ Risk: Very early stage, high research and approval costs, long time-to-market.

#stockanalysis
#biotech
#neurotech
#medizin
#healthcare
#medical

In the last few days there have been news about Sangamo Therapeutics ($SGMO (+3,92 %)), which for me are more than just headlines:

➡️ a new patent for the further development of zinc finger technology

➡️ and a sign of life from the paused TX200 program

Both show that Sangamo continues to expand its platform - quietly but steadily. ☝️

1️⃣ New patent: "Engineered Genetic Modulators"

On October 9, 2025 a new patent was published at the US Patent and Trademark Office (USPTO):

US20250313848 - "Engineered Genetic Modulators" which you can view here 👉https://tinyurl.com/3e8d2bpr

(the original patent US20200109406 from April 9, 2020 can be found here 👉 https://tinyurl.com/mry9rhxp - If the two links do not work, simply go to https://ppubs.uspto.gov/pubwebapp/static/pages/ppubsbasic.html and enter the respective patent number without the suffix "US" in the search field)

This new patent extends Sangamo's Zinc Finger Platform (ZFP) - the molecular tools the company uses to controls genesinstead of cutting them cutting them up.

While many competitors still rely on CRISPR a technology that permanently alters DNA - Sangamo has long been working with a more precise, controllable systemthat modifies genes like a dimmer instead of irrevocably rewriting them. This is an enormous safety advantage, especially in the nervous system.

In short: CRISPR cuts - Sangamo directs. And this is exactly what the next generation of patents is being created for - a new era of controllable gene therapy.

2️⃣ TX200 - the "paused" program lives on

Almost at the same time there was a sign of life on LinkedIn:

Sangamo shows there that the CAR-Treg program TX200 - developed to prevent rejection reactions after kidney transplants - is still scientifically active.

💡 The special feature: TX200 was the world's first clinically approved CAR-Treg program. Sangamo was therefore a pioneer - and made clinical history long before other players emerged in this field.

Pausing this program was not a setback, but a strategic decision: The program is expensive, complex and needs partner capital - but scientifically it is fully intact. Instead of suppressing the immune system, it is "retrained" to accept the donor organ - a completely new immunological approach.

The Nobel Prize and the fact that Sangamo is now taking up the topic again publicly shows that the platform is alive - and remains relevant: The platform is alive - and remains relevant.

🧠 Background: The zinc finger platform - Sangamo's silent backbone

If you want to understand Sangamo, you have to understand the technology. The company works with zinc finger proteins (ZFPs) - tiny DNA binders that precisely switch genes switch genes on or off, correct or regulate them. or regulate genes. Ingenious!

This results in three pillars of application:

1️⃣ Gene regulation - Switching genes on or off in fine doses (e.g. ST-503, ST-506, tauopathies with Genentech)

2️⃣ Gene editing - Correct DNA sequences permanently (e.g. sickle cell)

3️⃣ CAR-Tregs - Programming immune cells (e.g. TX200)

And in order for these therapies to reach the brain at allSangamo is also developing its STAC-BBB delivery platform - a kind of molecular transporter that carries genetic therapies across the blood-brain barrier.

This platform is unique in the industry and is already being used by:

• Genentech / Roche (tauopathies)
• Astellas (exclusive license for up to five CNS targets)
• Eli Lilly (parallel license package with up to USD 1.4 billion milestone potential)

Sangamo earns from license fees, milestones and royaltieseven when others are in the spotlight.

🎯 Conclusion - Two small pieces of news, but one big pattern:

Sangamo remains true to its line - focused, data-driven and long-term. Not a hype story, but an example, how quiet pioneers are building the future step by step.

💭 And one final thought

Now there are visible triggers - and that changes everything:

🔹 The new patent confirms the further development of the platform

🔹 TX200 shows activity again

🔹 ST-503 starts clinically

🔹 Fabry is about to be approved

🔹 Further partnerships are on the horizon

Sangamo has never had this combination before. It looks to me like the company is on the verge of a real revaluation - scientifically, strategically and perhaps now also on the stock market again 🤑😜

What fascinates me again and again: Sangamo has the technology that others are still looking for. While companies like CRISPR Therapeutics ($CRSP) (+4,23 %) or Intellia ($NTLA) (+4,22 %) are being criticized for their gene scissors ✂️gefeiert, Sangamo has long been working on the next generation - more more precise, safer, reversible. Not a one-way street in the genome, but real control.

Looking back, I think it's fair to say that Sangamo was ahead of its time - a pioneer when the world wasn't even ready. Today, everything fits together: Data, platform, partners, momentum. When the market finally recognizes this, we won't be talking about percentages - but about breakthroughs that make history. 🚀

Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (+2,18 %) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.

Another notable transaction involved Block Inc ( $SQ (+1,6 %) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.

ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.

In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (+4,23 %) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (+0,96 %) ), Guardant Health Inc ( $GH (+0,92 %) ), Robinhood Markets Inc ($HOOD (+4,53 %) ), Palantir Technologies Inc ($PLTR (+2 %) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (-1 %) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (+3,23 %) ) and Personalis Inc ( $PSNL (+0,97 %) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.

Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (+0 %) ) and 10X Genomics Inc ( $TXG (+10,6 %) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.

Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.

$ARKK (+3,34 %) and $ARKF (+2,73 %) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (+2,18 %) My current portfolio has a lot of risk, as I have generated some cash.

At the moment I'm considering whether I should possibly $HMWO (-0,07 %) and $EQQQ (-0,39 %) or just the $VUSA (-0,01 %) into the portfolio.

Temporarily sold $AMD (-0,67 %) +35%, $HIMS (+3,1 %) +15%, $DOCN (+6,2 %) +9%.

I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.

My positions:

$SOFI (+0,59 %)

$ZETA (+5,19 %)

$TTD (+2,18 %)

On the watchlist

$DDOG (+2,52 %)

$LNTH (+3,03 %)

$LMND (+2,18 %)

$TOST (+5,32 %)

$DASH (+0,39 %)

$BROS

$APLD (+0,67 %)

$SCI (-0,63 %)

What a year! After a few teething problems, my portfolio grew by over 40% last year. 🚀🚀🚀

Of course, there was also a bit of luck involved. With $PLTR (+2 %) and $RGTI (+0 %) two of my punter stocks really took off.

I would like to go into this in more detail:

Part of my strategy is to select 1-2 potential tenbagger stocks per year as portfolio boosters and then invest around 700-1300 in each.

About 1.5 years ago I $PLTR (+2 %) and bought at around 7. Boom! My first Tenbagger!

$RGTI (+0 %) came into the portfolio a little later and after a massive rise I sold a little more than half at a good profit (unfortunately a little too early). But I still hold 300 shares.

What next:

I have placed a stop-loss on both shares at approx. 15% below the current value as a precaution. In the event of a sale, I would put the profit into ETFs or dividend stocks plus 1-2 new tenbagger candidates.

The profit from $RGTI (+0 %) I have already invested in my next two candidates: $CELH and $CRSP (+4,23 %)

Let's see if another one hits the spot🚀

New addition to the depot 🧬🔬

CRISPR Therapeutics
$CRSP (+4,23 %) is a Swiss biotech company listed on the US stock exchange that was co-founded by CRISPR discoverer Emanuelle Charpentier in 2013.

The joint venture Exa-Cel with Vertex Pharmaceuticals $VRTX (+2,09 %) for the treatment of hereditary blood diseases has already been approved.

But CRISPR Therapeutics also has other irons in the fire.

The cell therapy CTX112 cell therapy is currently in a clinical trial for the treatment of a malignant cancer tumor.

In addition CTX131 in a phase 1 study as a potential treatment for various types of cancer. tested. For cardiovascular diseases, the therapies CTX310 and CTX320 are in the clinical trial phase. In addition, the company is also working with Vertex, for example, on testing the experimental type 1 diabetes therapy CTX212.

Now that the first CRISPR treatment approach has been approved, the first "real" revenues have been generated following several milestone payments. sales.

Analysts estimate these at USD 60.7 million for 2024.

By 2025, this figure should already be USD 333 million (+449%),

then USD 743 million (+123%) in 2026.

However, investment-related losses are still expected.

With a cash position of USD 2.1 billion the company is probably sufficiently liquid to bring treatment approaches to approval.

The share has been under observation for a long time. Due to the high volatility, I will probably keep it in my portfolio for a long time and have to expect periods of heavy losses.

Construction of a biotech ETF🧬🚀

I'm a fan of the whole topic and don't really like the sector ETFs on the market in terms of costs and performance. That's why I've dared to construct my own "biotech ETF". I've written down my thought process here and hope you enjoy it a little 😉

1. focus areas according to growth and profitability

The percentage distribution of focus areas is based on an analysis of the growth and profitability potential of each therapeutic area within the biotechnology industry, taking into account various market conditions and dynamics. The reasons for this distribution are as follows:

• Oncology (25%): The oncology market is a large and rapidly growing market due to the high prevalence of cancer and increasing demand for innovative cancer therapies. The growth potential is supported by the continuous introduction of new cancer drugs and therapies.

• Neurology (20%): Although the neurology market is smaller compared to the oncology market, it still offers considerable potential for growth and profitability. The increasing prevalence of neurodegenerative diseases and the need for novel treatment approaches contribute to this potential.

• Immunology (15%): Immunology is an established market with a wide range of therapies for various autoimmune diseases and cancers. Although the market is relatively saturated, advances in immunotherapy continue to offer opportunities for growth and profitability.

• Infectious diseases (20%): The infectious diseases market has gained significant importance due to global health crises such as the COVID-19 pandemic. The increasing demand for vaccines, antiviral therapies and diagnostic tests to combat infectious diseases is contributing to robust growth and profitability potential.

• Cardiovascular diseases (10%): Although the cardiovascular disease market is not growing as fast as other areas, it remains a significant market with some growth potential. Advances in the treatment and prevention of cardiovascular diseases could contribute to further growth.

Genetic diseases (10%): The market for genetic diseases is smaller but highly specialized and growing thanks to advances in genomic research and genome editing technologies. The increasing demand for personalized therapies for rare genetic diseases is contributing to stable growth.

By taking into account market size, growth potential and profitability, we have determined a percentage distribution of focus areas that reflects the attractiveness of each area for investment in the Biotech ETF.

2. selection of companies and their focus areas

Based on the evaluation of the focus areas, we have selected ten biotech companies that cover a broad range of therapeutic areas and hold leading positions in their respective focus areas. The companies and their focus areas as well as the percentage distribution are as follows:

• Amgen ($AMGN (+2,39 %)):

Introduction: Amgen is a leading global biopharmaceutical company dedicated to the discovery, development and commercialization of innovative therapies. The company is known for its breakthrough developments in oncology, immunology and genetics.

Focus areas:

Oncology: 30%

Immunology: 20%

Cardiovascular diseases: 20%

• Genetic diseases: 30%

• Regeneron Pharmaceuticals ($REGN (+1,18 %)):

Introduction: Regeneron Pharmaceuticals is a biopharmaceutical company focused on the development of drugs for serious diseases. The company is known for its pioneering research and development in the fields of oncology, neurology, immunology and infectious diseases.

Focus areas:

Oncology: 30%

Neurology: 30%

Immunology: 20%

• Infectious diseases: 20%

• Vertex Pharmaceuticals ($VRTX (+2,09 %)):

Introduction: Vertex Pharmaceuticals is a leader in the development of therapies for rare genetic diseases. The company is dedicated to researching and developing drugs to improve the lives of patients with genetic disorders.

Focus areas:

• Genetic diseases: 100%

• Intellia Therapeutics ($NTLA (+4,22 %)):

Introduction: Intellia Therapeutics is a pioneer in the field of genome editing, utilizing CRISPR/Cas9 technology to develop therapies for genetic diseases, oncology and infectious diseases. The company strives to create the next generation of gene therapies.

Focus areas:

Genetic diseases: 50%

Oncology: 30%

• Infectious diseases: 20%

• Biogen Inc. ($BIIB (+3,55 %)):

Introduction: Biogen is a leading global biotechnology company focused on the research and development of therapies for neurological diseases. The company has made some of the most significant breakthroughs in the treatment of diseases such as multiple sclerosis and Alzheimer's disease.

Focus areas:

• Neurology: 100%

• Moderna, Inc. ($MRNA (-2,87 %)):

Introduction: Moderna is an innovative biopharmaceutical company focused on the development of mRNA therapies and vaccines. The company has attracted worldwide attention for the development of an mRNA vaccine against COVID-19.

Focus areas:

Oncology: 70%

• Infectious diseases: 30%

• Illumina, Inc. ($ILMN (+17,84 %)):

Introduction: Illumina is a leading provider of genomics and genomic analysis technologies. The company is revolutionizing genomics by developing cutting-edge sequencing technologies and making significant contributions to genetic disease research.

Focus areas:

• Genetic diseases: 100%

• CRISPR Therapeutics AG ($CRSP (+4,23 %)):

Introduction: CRISPR Therapeutics is a leader in the application of CRISPR/Cas9 genome editing technologies to treat genetic diseases. The company has the potential to revolutionize the way we treat genetic diseases.

Focus areas:

• Genetic diseases: 100%

• Alexion Pharmaceuticals, Inc.$n/a): (ISIN: US0153511094)

Introduction: Alexion Pharmaceuticals is a biopharmaceutical company focused on developing therapies for rare and life-threatening diseases. The company has a strong presence in the fields of neurology and immunology.

Focus areas:

Neurology: 40%

• Immunology: 60%

• Qiagen N.V. ($QGEN):

Introduction: Qiagen is a global leader in molecular diagnostics and research products. The company is known for its innovative technologies to diagnose infectious diseases and support life science research.

Focus areas:

Infectious diseases: 100%

This selection of companies represents a diverse range of focus areas and positions in the biotechnology industry and enables

3. weighting of the ETF based on focus areas and companies

Finally, we determined the allocations for each stock based on its exposure to the focus areas and its relative importance within the portfolio. We considered both the growth and profitability potential of each focus area. The final allocation of stocks is as follows:

Regeneron Pharmaceuticals (ticker: REGN): 25%

Moderna, Inc. (Ticker: MRNA): 18%

Intellia Therapeutics (Ticker: NTLA): 16%

Amgen (Ticker: AMGN): 16%

Alexion Pharmaceuticals, Inc (Ticker: ALXN): 10%

Biogen Inc (Ticker: BIIB): 6%

Qiagen N.V. (Ticker: QGEN): 5%

Vertex Pharmaceuticals (Ticker: VRTX): 2%

Illumina, Inc. (Ticker: ILMN): 2%

CRISPR Therapeutics AG (Ticker: CRSP): 2%

This weighting ensures that the portfolio has a good balance between different focus areas as well as an appropriate exposure to the leading companies in the biotechnology industry.

By considering market size, growth potential and profitability, we have determined a percentage distribution of focus areas that reflects the attractiveness of each area for investment in the biotech ETF.

I look forward to receiving feedback and assessments ✌️😉

Your Value Willi

$CRSP (+4,23 %) Why does it look like this on Scalable?