I don't disagree that we will get there eventually for all diseases, but oncology is "easy" because in an increasing number of cases you can identify single-gene drivers.
The causes of metabolic or inflammatory diseases, on the other hand, are highly polygenic and are not going to be incredibly amenable to targeted approaches for a long time, although of course there will be a slow and increasing drip of targeted approaches over time.
This is why I largely restricted my investments to metabolic (VKTX) and inflammatory disease (TGTX). ARAV is an exception but as I said I am only in it with a small amount of play money.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.