How concentrated this is
Holdings6
Weighted like5.1 equal ones
LargestVRTX at 25.9%
Half the portfolio3 names
Exposed to the premise84%
84% of this book is one theme. It is a bet on Healthspan, not a spread of them.
Medicine shifts from treating disease late to extending the years a person stays healthy.
Universe v2 (assumed — this link predates the field)· No stated date on this link
Every holding, and why it is that size
Restore the portfolio25.9%Vertex Pharmaceuticals
Genetic medicine that already generates cash, not just readouts.
VRTX · Equity · $521.12 · — · Healthspan
−+×23.1%Illumina
Sequencing is the instrument layer under everything genetic.
ILMN · Equity · $201.27 · — · Healthspan
−+×18.8%Regeneron
An antibody platform that has produced beyond one franchise.
REGN · Equity · $807.65 · — · Healthspan
−+×10.5%Biotech ETF
Spread across small-cap biotech, where single-name risk is brutal.
XBI · ETF · $8.62 · $69B · Healthspan
−+×5.7%CRISPR Therapeutics
Approved editing therapy, tiny commercial base, wide outcomes.
CRSP · Equity · $247.42 · $463B · Healthspan
−+×16%0–3 Month Treasury Bill ETF
Cash that still earns while the thesis is early.
SGOV · Treasury · $100.50 · — · Ballast
The case for
Metabolic drugs turned out to affect far more than weight. Sequencing costs fell far enough to make genetic medicine economic, and the payer is a demographic wave already here.
The case against
Drug pricing is a political target in every developed market. Patents expire on schedule, trials fail late and expensively, and the largest products already carry near-perfect expectations.
What the weights are worth
Percentages, converted. Nothing is sent anywhere.
Enter an amount to see what each weight is worth. It stays in this browser.
Put this claim on the record
Nothing else here is kept — close the tab and this portfolio is gone. Commit it and the claim, with these weights, is measured from the day the server saw it, win or lose, permanently.
This portfolio has an address
Anyone who opens it rebuilds the same portfolio, weight for weight.
igitur.xyz/b/medicine-shifts-from-treating-disease-late-moqte7