Our Investment Thesis
We believe we are in the middle of seeing biology shift from an experimental science to an engineered discipline. This shift will fundamentally transform how we diagnose, treat, and even prevent diseases. It will also dramatically change how we access, pay for, and deliver healthcare, eventually re-engineering the entire healthcare system.
With its unparalleled ability to evolve, replicate, and create, biology is one of the most advanced manufacturing technologies on earth. Which is why we also see biology one day becoming part of every industry. Much like the last century was transformed by information technology, we are now living in the century of biology. In short, bio is eating the world.
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