Biotechnology

The convergence of mRNA platforms, gene editing (CRISPR), AI-assisted drug discovery, and GLP-1 weight-loss therapeutics has put biotech in a category of its own. Breakthroughs that once took decades are now compressed into a few years, and the addressable market — from obesity and diabetes to oncology and rare diseases — runs into the trillions. The catch: biotech is famously volatile, with binary outcomes tied to clinical trials and regulatory decisions.

Substox tracks both the large-cap pharmaceutical incumbents acquiring innovation and the smaller pure-play biotechs developing it.

More analysis and a curated stock list for this trend are in development.