Beyond AI: Biotech Is Emerging as the Market's Strongest Sector
Biotech is showing broad-based strength beyond the AI trade, with momentum building across oncology, neurology, immunology, genomics, rare diseases, drug discovery, and life science tools.
This thematic watchlist highlights leading innovators positioned to benefit from the sector's accelerating pipeline and long-term growth trends.
One of the strongest sectors outside of AI right now is Biotech.
Oncology
$Tango Therapeutics Inc.(TNGX)$ $Enliven Treateutics(ELVN)$ $Revolution Medicines, Inc.(RVMD)$ $Relay Therapeutics(RLAY)$ $CG Oncology Inc.(CGON)$ $Personalis(PSNL)$ $Guardant Health Inc.(GH)$ $NeoGenomics(NEO)$ $Incyte(INCY)$
Neurology
$Definium Therapeutics(DFTX)$ $COMPASS Pathways plc(CMPS)$ $Denali Therapeutics Inc.(DNLI)$ $Xenon Pharmaceuticals(XENE)$ $Biogen(BIIB)$ $Neurocrine Biosciences(NBIX)$ $Catalyst Pharmaceuticals(CPRX)$ $ORUKA THERAPEUTICS INC(ORKA)$
Immunology
$Dianthus Therapeutics Inc.(DNTH)$ $Apogee Therapeutics(APGE)$ $Immunovant, Inc.(IMVT)$ $Kiniksa Pharmaceuticals Ltd.(KNSA)$ $TG Therapeutics(TGTX)$ $Protagonist Therapeutics(PTGX)$ $Intellia Therapeutics(NTLA)$
Genomics
$Editas Medicine(EDIT)$ $Beam Therapeutics, Inc.(BEAM)$ $CRISPR Therapeutics AG(CRSP)$ $Arrowhead Pharmaceuticals(ARWR)$ $Krystal Biotech Inc.(KRYS)$ $Vericel(VCEL)$ $Liquidia Technologies Inc(LQDA)$
Rare Diseases
$MBX Biosciences(MBX)$ $Edgewise Therapeutics, Inc.(EWTX)$ $Travere Therapeutics, Inc.(TVTX)$ $Trevi Therapeutics, Inc.(TRVI)$ $Palvella Therapeutics(PVLA)$ $Vertex Pharmaceuticals(VRTX)$
Drug Discovery
$Twist Bioscience Corp(TWST)$ $Absci Corporation.(ABSI)$ $Recursion Pharmaceuticals, Inc.(RXRX)$ $AbCellera Biologics(ABCL)$ $Nurix Therapeutics(NRIX)$
Medical Devices & Life Science Tools
$Twist Bioscience Corp(TWST)$ $Butterfly Network Inc(BFLY)$ $10x Genomics, Inc.(TXG)$ $AbCellera Biologics(ABCL)$ $Bruker(BRKR)$ $Alamar Biosciences(ALMR)$ $Bio-Techne(TECH)$
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