With the recent USA election results, it’s now clear that the Trump administration will lead in the White House, holding a solid majority in the Senate and the House of Representatives as well.
Imagine the possibilities and opportunities if his full agenda gets enacted!
This political landscape seems to bode well for innovative and disruptive North American equities, as well as for cryptocurrencies, which have already rallied on the news.
“Now more than ever, opportunities in these sectors
are worth exploring.”
The Biotech Sector
During our lifetimes, we’ve witnessed nothing short of a miracle in the evolution of medical technology.
Remember when checking your temperature meant holding a glass thermometer under your tongue? Today, a simple laser scan across your forehead does the trick — straight out of Star Trek.
The most profound advancements have unfolded in biotechnology. From cutting-edge diagnostics to revolutionary medications, this sector has fundamentally transformed how we approach healthcare.
The watershed moment came in 2020, as the urgent quest for a COVID-19 cure unleashed a tidal wave of new investment, swelling the biotech market by a staggering $284 billion.
However, this influx was short-lived. Share prices surged as eager investors flooded in, but when post-COVID “reopening”, interest in biotech waned just as rapidly.
Many of these Biotech companies had revenue and earnings potential locked years into the future, heavily reliant on successful drug trials or Federal Drug Agency (FDA) approvals.
But here’s where the story takes a turn. Despite the setbacks, the 2020s are poised to become the defining decade for biotech and DNA technology, especially as Artificial Intelligence (AI) begins to unlock unprecedented possibilities.
Biotech’s Big Revival
Biotech investing peaked dramatically in late 2021, fuelled by pandemic-driven urgency. As the pandemic receded and interest rates spiked, attention shifted to the booming AI trend.
Now, with valuations more reasonable, the smart money is returning to biotech
- JPMorgan has established a dedicated team to invest in emerging biotechnologies.
- Blackstone Group has quietly funnelled $137 billion into biotech.
- Goldman Sachs recently spearheaded a $100 million funding round in the sector.
Even elite family offices, managing wealth for families with over $100 million are making significant bets on biotech. The Financial Times recently reported:
“Biotech is the ultimate impact investment. Family offices can’t get enough of it, and Warren Buffett is even a believer.”
Backing this up, Berkshire Hathaway made a landmark investment of $192 million into biotech, marking its first foray into this transformative field.
The writing is on the wall: we’re at the dawn of a massive
growth wave.
Vanguard, the world’s largest investment fund, echoed this in a comprehensive study of upcoming megatrends. Their Global Head of Investments declared:
“If I had to pick one field that was going to be bigger than the Internet, it would be DNA technology.”
So, how do you position yourself to capitalize on this rapidly emerging sector?
Go to the Innovative, Disruptive Model Portfolio in your members area and you will see 9 Picks in this sector. Study the analytics and note there is a average “all time” upside across the Picks of 432.84%.
To help you I will provide a rapid response and publish individual Trade Alerts on each of our 9 “Picks” that will follow soon.
- Trade Alert: Twist Bioscience (TWST)
Twist Bioscience, a key innovator in synthetic DNA, is strategically positioned to capture growth in biotechnology and data storage markets.
As genomic research accelerates, the company’s proprietary silicon-based DNA synthesis technology is driving the future of personalized medicine, agriculture, and even data archiving.
With strong intellectual property and partnerships with major biotech players, Twist is primed to benefit from increased demand in gene-based solutions.
Performance – 1D +5.29%, YTD +31.12%, 5Y 103.13%
Key Catalysts:
- Growth Potential: Twist’s platform continues to gain traction in fields ranging from precision medicine to agricultural biotech.
- Upcoming Milestones: Keep an eye on their next earnings report and potential new partnership announcements, which could drive investor confidence.
- Long-Term Vision: As data storage and synthetic biology converge, Twist is well-poised to ride a significant multi-year growth wave.
That’s it for this Trade Alert. Do let me know what you are buying and click on the link at the top (if it doesn’t open, copy and paste into your browser) to see my new Landing Page Video and please pass it on to interested parties.
There remains a special free membership upgrade offer saving $1,999 to the first 40 people who join SPI-Club, so do not delay.
Best regards
Stuart Langan
SPI-Club Founder
Our “DIY”, “Done for YOU”, or “Done with YOU services”
Disclaimer: SPI-Club provides information and guidance but does not offer investment advice. Please conduct your research and consult with financial professionals before making any investment decisions.
