$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 %)
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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 %)
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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 %)
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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 %)
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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.