From the Desk of Don Yocham:
The Evolution of Gene Editing
Nearly 50 years have passed since the we first engineered a new form of life.
In 1973, a pair of American biochemists were among the first to cut DNA into fragments, put them back together with some other gene fragment, and inject them into E. Coli which then reproduced.
For the next 40 years genetic engineering technology progressed slowly. But that all changed in 2012 when CRISPR hit the scene.
This advance dramatically reduced the time and expense required to discover which genes to edit and the best way to manipulate them. And the discovery proved such a breakthrough that its inventors won a Nobel Prize in Chemistry last year.
Indeed, it's hard to overstate the impact this technology could have on human health and society.
Most diseases have a faulty gene as their cause. The key to much longer lifespans resides in our genes. And with a few tweaks to their genetic code, researchers can recruit microorganisms to manufacture everything from health and beauty products to food and nutritional supplements and all the way to drugs cheaply and at massive scale.
Now, at around $5 billion in sales globally, the gene editing industry is still small. But with gene editing revenue on pace to double every three years, we're looking at a $30-plus billion market by the end of the decade.
And the stock price gains in store for companies that discover even better methods than CRISPR could easily outstrip overall industry growth by a factor 10:1.
And that's why I want to tell you about one company with a lock on CRISPR 2.0… |
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