Sequencing is cheap. Gene editing is precise. AI is reading the genome. R2A tracks 44 names across RNA therapeutics, gene editing, sequencing, AI-driven drug discovery, and the rare-disease franchises that pay for the platforms.
The cost of sequencing a human genome has fallen from $1B in 2001 to under $200 today. CRISPR was a Nobel Prize in 2020; in 2026 there's an approved cure for sickle cell on the market and base-editing trials in the clinic. AI-driven drug discovery is no longer a slide-deck story — Schrödinger and Recursion have real partnerships, real candidates, and the early molecules are working their way through trials. The pieces that used to be theoretical are now operational.
R2A's variant view: the public-market opportunity is bifurcated. On one side, the platform companies (Alnylam, Arrowhead, Ionis, Vertex) have validated their delivery technology and now have approved drugs funding the next wave. On the other side, the moonshots (Beam, Intellia, CRISPR Therapeutics, Krystal) are binary on clinical readouts but the underlying biology is real. R2A weights more heavily toward the platforms — moonshot exposure should be sized as optionality, not core. The biggest sector by Buy count (23 of 44), and the one where R2A's variant view differs most from a typical generalist.
Every name R2A tracks in Genomics & Medicine. Click any column header to sort.
| Ticker | Company | Call | Conviction | Last | R2A FV | Moon |
|---|---|---|---|---|---|---|
| ALNY | Alnylam RNAi Therapeutics | Buy | ●●● High | $300.64 | $372.00 | — |
| ARWR | Arrowhead RNAi Platform (TRiM) | Buy | ●●● High | $74.15 | $100.00 | $180 |
| ILMN | Illumina Genomic Sequencing | Buy | ●●● High | $136.81 | $150.00 | — |
| INSM | Insmed Rare Pulmonary | Buy | ●●● High | $133.26 | $219.00 | — |
| LEGN | Legend Biotech BCMA CAR-T (Carvykti) | Buy | ●●● High | $23.59 | $44.00 | — |
| NTLA | Intellia In-Vivo Gene Editing | Buy | ●●● High | $13.41 | $28.40 | $54 |
| RVMD | Revolution Medicines KRAS / RAS Franchise | Buy | ●●● High | $145.73 | $181.00 | — |
| TGTX | TG Therapeutics MS / Anti-CD20 | Buy | ●●● High | $33.85 | $44.20 | — |
| TVTX | Travere Therapeutics Rare Kidney | Buy | ●●● High | $44.12 | $70.00 | — |
| VKTX | Viking Therapeutics Oral GLP-1 / Obesity | Buy | ●●● High | $31.01 | $56.00 | — |
| ABSI | Absci AI-Driven Drug Discovery | Buy | ●●● Medium | $5.22 | $8.75 | — |
| AXSM | Axsome Neuro / Psych | Buy | ●●● Medium | $206.53 | $220.00 | — |
| CRSP | CRISPR Therapeutics Gene Editing | Buy | ●●● Medium | $50.31 | $82.00 | — |
| GH | Guardant Health Liquid Biopsy | Buy | ●●● Medium | $87.60 | $116.00 | — |
| IMVT | Immunovant FcRn / Autoimmune | Buy | ●●● Medium | $27.12 | $49.00 | — |
| IONS | Ionis Pharmaceuticals Antisense Therapeutics | Buy | ●●● Medium | $75.28 | $97.00 | — |
| KRYS | Krystal Biotech Gene Therapy (EB) | Buy | ●●● Medium | $266.04 | $290.00 | — |
| LNTH | Lantheus Radiopharm Diagnostic | Buy | ●●● Medium | $85.50 | $51.00 | — |
| NTRA | Natera Cell-Free DNA Testing | Buy | ●●● Medium | $207.28 | $248.00 | — |
| SDGR | Schrödinger Computational Drug Design | Buy | ●●● Medium | $12.76 | $15.21 | — |
| SMMT | Summit Therapeutics Bispecific Oncology | Buy | ●●● Medium | $16.12 | $39.60 | — |
| TEM | Tempus AI AI-Powered Diagnostics | Buy | ●●● Medium | $55.00 | $75.50 | — |
| TWST | Twist Bioscience Synthetic Biology | Buy | ●●● Medium | $59.73 | $53.03 | — |
| ALT | Altimmune GLP-1 dual / NASH | Hold | ●●● Medium | $2.82 | $5.34 | — |
| BEAM | Beam Therapeutics Base Editing | Hold | ●●● Medium | $30.70 | $85.00 | — |
| BMRN | BioMarin Rare Disease / Gene Therapy | Hold | ●●● Medium | $54.06 | $76.00 | — |
| BNTX | BioNTech mRNA / Oncology | Hold | ●●● Medium | $97.54 | $131.00 | — |
| RARE | Ultragenyx Rare Disease / Gene Therapy | Hold | ●●● Medium | $24.77 | $38.00 | — |
| ABCL | AbCellera Biologics AI Antibody Discovery | Hold | ●●● Low | $4.43 | $5.00 | — |
| AKTS | Aktis Oncology Targeted Radiopharm | Hold | ●●● Low | $19.42 | $34.00 | — |
| APLS | Apellis Complement Inhibition | Hold | ●●● Low | $40.96 | $40.00 | — |
| DNLI | Denali Therapeutics Neurodegeneration | Hold | ●●● Low | $18.30 | $25.00 | — |
| EDIT | Editas Medicine Gene Editing | Hold | ●●● Low | $2.90 | $3.22 | — |
| IOVA | Iovance Biotherapeutics Cell Therapy | Hold | ●●● Low | $3.40 | $5.50 | — |
| LNZA | LanzaTech Global Synthetic Biology / Carbon | Hold | ●●● Low | $24.78 | $22.00 | — |
| MRNA | Moderna mRNA Platform | Hold | ●●● Low | $45.37 | $62.00 | — |
| PACB | PacBio Long-Read Sequencing | Hold | ●●● Low | $1.60 | $2.23 | — |
| PRME | Prime Medicine Prime Editing | Hold | ●●● Low | $3.41 | $5.50 | — |
| RLAY | Relay Therapeutics Structure-Based Drug Design | Hold | ●●● Low | $12.72 | $13.00 | — |
| RXRX | Recursion Pharmaceuticals AI Drug Discovery | Hold | ●●● Low | $3.39 | $5.50 | — |
| SANA | Sana Biotechnology Engineered Cell Therapy | Hold | ●●● Low | $3.27 | $5.50 | — |
| SRPT | Sarepta Therapeutics Gene Therapy (DMD) | Hold | ●●● Low | $21.49 | $27.00 | — |
| VCNX | Vaccinex Immuno-Oncology | Sell | ●●● High | $0.78 | $0.85 | — |
| WGS | GeneDx (Sema4) Genomic Diagnostics | Sell | ●●● Low | $34.20 | $54.00 | — |