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Theme · 37 companies

Pharmaceuticals & Biotech

The industry that invents the drugs that save lives.

28
pure play
8
major beneficiary
1
indirect exposure

Who's connected.
And how.

10 / 44 themes
Pure Play
Core business is this trend
LLYLLY
LLY
Eli Lilly
Pure Play

Makes two of the most commercially successful drugs ever — Mounjaro and Zepbound for weight loss, and Kisunla for Alzheimer's. Its drug pipeline is among the strongest in the industry. One of the fastest-growing large-cap stocks of the decade.

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MRKMRK
MRK
Merck
Pure Play

Keytruda, its cancer immunotherapy drug, is the best-selling drug in the world. Used in dozens of different cancer types. Merck's challenge is that Keytruda patents expire this decade, forcing massive investment in new drugs.

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ABBVABBV
ABBV
AbbVie
Pure Play

Makes Humira, which was the world's best-selling drug for over a decade (treating arthritis and autoimmune conditions). Now transitioning to Skyrizi and Rinvoq as Humira faces biosimilar competition. Pipeline is strong.

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AMGNAMGN
AMGN
Amgen
Pure Play

One of the original biotech companies, now a large pharma. Makes treatments for cancer, heart disease, and bone conditions. Acquired Horizon Therapeutics for $27.8B to expand its rare disease portfolio.

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MRNAMRNA
MRNA
Moderna
Pure Play

Pioneered mRNA vaccine technology used in the COVID vaccine and now applying it to cancer vaccines, flu, RSV, and HIV. If mRNA works as a cancer treatment, Moderna could become one of the most important healthcare companies ever.

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PFEPFE
PFE
Pfizer
Pure Play

Linked to Pharmaceuticals and Vaccines. Competes with Merck and AbbVie.

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CRSPCRSP
CRSP
CRISPR Therapeutics
Pure Play

Linked to Gene Editing and Genomics. Relies on Illumina. Competes with Intellia Therapeutics and Beam Therapeutics.

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NTLANTLA
NTLA
Intellia Therapeutics
Pure Play

Linked to Gene Editing and Genomics. Relies on Illumina. Competes with CRISPR Therapeutics and Beam Therapeutics.

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BEAMBEAM
BEAM
Beam Therapeutics
Pure Play

Linked to Gene Editing and Genomics. Relies on Illumina. Competes with CRISPR Therapeutics and Intellia Therapeutics.

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EDITEDIT
EDIT
Editas Medicine
Pure Play

Linked to Gene Editing and Genomics. Relies on Illumina. Competes with CRISPR Therapeutics and Intellia Therapeutics.

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RHHBYRHHBY
RHHBY
Roche Holdings
Pure Play

Linked to Oncology. Competes with Novartis and AstraZeneca.

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GILDGILD
GILD
Gilead Sciences
Pure Play

Linked to Antiviral Drugs and HIV Treatment. Relies on Thermo Fisher. Competes with Amgen and AbbVie.

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REGNREGN
REGN
Regeneron
Pure Play

Linked to Oncology and Biotechnology. Relies on Thermo Fisher. Competes with Amgen and AbbVie.

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VRTXVRTX
VRTX
Vertex Pharmaceuticals
Pure Play

Linked to Rare Disease and Cystic Fibrosis Treatment. Relies on Thermo Fisher and Danaher. Competes with Regeneron and Amgen.

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BMYBMY
BMY
Bristol-Myers Squibb
Pure Play

Linked to Oncology and Immunology. Relies on Thermo Fisher. Competes with Merck and Pfizer.

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TMOTMO
TMO
Thermo Fisher Scientific
Pure Play

Linked to Biotechnology and Genomics. Customers include Pfizer, Eli Lilly and Amgen. Competes with Danaher and Illumina.

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GEHCGEHC
GEHC
GE HealthCare
Pure Play

Linked to AI in Healthcare. Relies on NVIDIA and Texas Instruments. Competes with Medtronic and Philips.

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JNJJNJ
JNJ
Johnson and Johnson
Pure Play

Linked to Pharmaceuticals and Oncology. Relies on Thermo Fisher and Danaher. Competes with Pfizer and AbbVie.

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BNTXBNTX
BNTX
BioNTech
Pure Play

Linked to mRNA Technology and Oncology. Relies on Thermo Fisher and Danaher. Competes with Moderna and Pfizer.

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AZNAZN
AZN
AstraZeneca
Pure Play

Linked to Oncology and Biotechnology. Relies on Thermo Fisher and Danaher. Competes with Pfizer and Merck.

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SNYSNY
SNY
Sanofi
Pure Play

Linked to Immunology and Biotechnology. Relies on Thermo Fisher. Competes with Pfizer and Merck.

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ARGXARGX
ARGX
argenx
Pure Play

Linked to Immunology and Rare Diseases. Relies on Thermo Fisher. Competes with AbbVie and Regeneron.

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INCYINCY
INCY
Incyte
Pure Play

Linked to Oncology and Biotechnology. Competes with AbbVie and Vertex.

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EXASEXAS
EXAS
Exact Sciences
Pure Play

Linked to Cancer Diagnostics and Liquid Biopsy. Customers include UnitedHealth. Competes with Illumina and Genomic Health.

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ILMNILMN
ILMN
Illumina
Pure Play

Linked to Personalised Medicine and Biotechnology. Customers include Thermo Fisher and Exact Sciences. Competes with Pacific Biosciences and Oxford Nanopore.

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IQVIAIQVIA
IQVIA
IQVIA
Pure Play

Linked to AI in Drug Discovery. Customers include Pfizer and Johnson & Johnson. Competes with Veeva Systems and Moody's Analytics.

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PCVXPCVX
PCVX
Vaxcyte
Pure Play

Linked to Vaccines and mRNA Technology. Relies on Thermo Fisher. Competes with Moderna and Pfizer.

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NVSNVS
NVS
Novartis
Pure Play

Linked to Pharmaceuticals. Competes with Roche and AstraZeneca.

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