Healthspan Infrastructure Public Companies
Explore listed companies connected to the Healthspan Infrastructure research universe, organized around the infrastructure layers and technologies that shape the thesis.
Humans stay measurable and repairable.
The measurement, validation, biomanufacturing, delivery, monitoring and repair infrastructure behind longer, healthier lives.
111 mapped companies
Open a company profile for its role, evidence and connection to the broader Healthspan Infrastructure system.
No sourced company relationships match this fund in this directory.
- TXGRead
10x Genomics
Single-cell + spatial biology platform leader. 10x Chromium is the dominant single-cell platform; Visium/Xenium/Atera for spatial. 15% CAGR spatial biology market driven by oncology.
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 2 mapped funds - MASSMeasure
908 Devices
Handheld/desktop mass spec for bioprocess + forensics. Small-cap (market cap ~$329M). Recurring consumable/service revenue model.
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - ABTMaintain
Abbott Laboratories
Investment Thesis Abbott Laboratories is one of the world's most durable healthcare compounders, and its relevance to the healthspan thesis is anchored in a single structural advantage: it owns the leading continuous gl…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - ABBVIntervene
AbbVie
AbbVie (ABBV) — Biologic Manufacturing as a Healthspan Moat Investment Thesis AbbVie is a global biopharmaceutical company that navigated the largest patent cliff in pharma history — the Humira loss of exclusivity — and…
SignalWATCHLast reviewedOct 25, 2026Company research - ABSIAI Discover
Absci
Absci (ABSI) — Generative AI Antibody Discovery, Compressed Investment Thesis Absci is a clinical-stage biopharmaceutical company built on an AI-native antibody discovery stack: Origin-1, a generative design model for d…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - ACADIntervene
Acadia Pharmaceuticals Inc.
Healthspan Intervene CNS specialty pharma: NUPLAZID holds a niche monopoly in Parkinson's disease psychosis with no direct competitor; DAYBUE adds a rare-disease Rett franchise. ~90.8% gross-margin specialty-drug econom…
SignalWATCHLast reviewedOct 25, 2026Company research - AMeasure
Agilent Technologies
Analytical instruments pure-play: LC/GC, mass spec, genomics reagents. Cleanest analytical exposure in Measure — less conglomerate dilution than TMO/DHR.
SignalWATCHLast reviewedOct 26, 2026Company research - ALNYIntervene
Alnylam Pharmaceuticals
Leading clinically-validated RNAi delivery platform (GalNAc liver targeting). Converts chronic dosing into infrequent (biannual) administration for cardiometabolic prevention — PCSK9, Lp(a) (zilebesiran), APOC3, ANGPTL3…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - AMZNMaintain
Amazon
Maintain / One Medical, pharmacy: Amazon does not control a healthspan bottleneck in the toll-road sense. Its healthspan moat is the logistics + Prime distribution + capital-scale moat extended into healthcare delivery…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 3 mapped funds - AMGNIntervene
Amgen
Investment Thesis Amgen is a global biopharmaceutical company with roughly $36.75 billion of FY2025 revenue, and its healthspan relevance runs on two tracks that are frequently mistaken for one. The first is a monetisin…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - AAPLMaintain
Apple Inc.
Apple ships ARKit and Vision Pro, which commercially deploy visual-inertial odometry and scene reconstruction for spatial computing.
SignalWATCHLast reviewedOct 25, 2026Company research - ATRPackage & Deliver
AptarGroup
Drug delivery devices: nasal, pulmonary, injectable. US-listed access to the delivery-device node. Less pure than WST/STVN but diversified across delivery modalities.
SignalWATCHLast reviewedOct 26, 2026Company research - ARWRIntervene
Arrowhead Pharmaceuticals, Inc.
Healthspan Intervene RNAi platform: the TRiM delivery platform enables liver-targeted siRNA and is validated by big-pharma partnerships, but commercial execution is unproven after IONS's TRYNGOLZA beat plozasiran to FCS…
SignalWATCHLast reviewedOct 25, 2026Company research - AZNPackage & Deliver
ASTRAZENECA PLC
AstraZeneca has marketed GLP-1 products and is exposed to injector device demand, though it is a smaller franchise player than NVO/LLY
SignalWATCHLast reviewedOct 25, 2026Company research - AVTRManufacture
Avantor
Investment Thesis Avantor is a life-sciences supplier with two very different engines inside one P&L. VWR Distribution & Services — 73.3% of Q2 2026 net sales — is a catalogue and logistics platform serving more than 30…
SignalWATCHLast reviewedOct 26, 2026Company research - BAXPackage & Deliver
BAXTER INTERNATIONAL INC
- BAX — Baxter International Inc. — Historically operated BioPharma Solutions fill-finish CDMO; the business was divested to form Simtra BioPharma Solutions
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - BEAMRejuvenate / Repair
Beam Therapeutics
Base editing is the platform class that can convert point mutations into durable single-letter corrections without double-strand breaks. Beam’s investable claim is that it owns enough of the editing + delivery stack to…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 2 mapped funds - BDXPackage & Deliver
Becton Dickinson
Delivery devices + medical-tech manufacturing infrastructure. Broad healthcare supplier — less pure Package & Deliver exposure than WST/STVN. Straddles Manufacture.
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - BLLNRead
BillionToOne Corp
POOL tier healthspan — no action. Q2 earnings Aug 5 could provide catalyst data. NEEDSMOREDATA thesis status.
SignalPOOLLast reviewedOct 25, 2026Company research - BIOMeasure
Bio-Rad Laboratories
Instruments + reagents + clinical diagnostics. Digital PCR/qPCR franchise creates recurring consumable pull. Consumables-heavy revenue mix.
SignalWATCHLast reviewedOct 26, 2026Company research - TECHMeasure
Bio-Techne
Reagents + instruments + bioprocessing services. Straddles Measure (reagents/instruments) and Manufacture (bioprocessing consumables). Recurring consumable pull.
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - BCRXIntervene
BioCryst Pharmaceuticals, Inc.
Healthspan Intervene oral rare-disease: Orladeyo generates durable recurring prophylaxis revenue in hereditary angioedema at ~96.6% gross margin - an asset-light oral small-molecule model. The cheapest multiple in the h…
SignalWATCHLast reviewedOct 25, 2026Company research - BNTXIntervene
BioNTech
Broadest mRNA oncology platform: personalized autogene cevumeran (BNT122, partnered Roche/Genentech) + shared-antigen + checkpoint combinations. Efficacy proof earlier than Moderna (pancreatic Ph1 signal), platform broa…
SignalWATCHLast reviewedOct 25, 2026Company research - BSXIntervene
Boston Scientific
The moat is procedural adoption, not hardware novelty: once an EP lab standardizes on FARAPULSE/PFA and related workflows, switching requires physician retraining, proctoring, inventory changes, and protocol revalidatio…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - BRKRMeasure
Bruker
Investment Thesis Bruker makes the measurement instruments behind proteomics, multiomics and drug discovery: ultra-high-field NMR, timsTOF trapped-ion-mobility mass spectrometry, spatial and single-cell biology, and sup…
SignalTRIMLast reviewedOct 26, 2026Company research - BFLYIntervene
Butterfly Network, Inc.
Butterfly Network sells a handheld ultrasound-on-chip device targeting point-of-care ultrasound
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - CERTProve
Certara Inc.
Biosimulation software and services for clinical trial design optimization — digital infrastructure picks-and-shovels for pharma R&D. $355M rev, $1.7B cap.
SignalPOOLLast reviewedOct 25, 2026Company research - CRLProve
Charles River Laboratories
Investment Thesis Charles River Laboratories is a full-service non-clinical drug-development partner — the company biopharma pays to run the regulated studies a molecule must clear before it reaches human trials. Three…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - CYHIntervene
COMMUNITY HEALTH SYSTEMS INC
Community Health Systems operates acute-care hospitals and is a buyer of imaging capital equipment
SignalWATCHLast reviewedOct 25, 2026Company research - GLWManufacture
Corning
Optical fiber for AI data centers ($18B hyperscaler contracts) + glass substrates for advanced chip packaging (TSMC-validated)
SignalWATCHLast reviewedOct 26, 2026Company research - CRSPRejuvenate / Repair
CRISPR Therapeutics
Rejuvenate / Repair / CRISPR gene editing: CRISPR Therapeutics' durable bottleneck is the in vivo LNP-mediated CRISPR delivery platform — the ability to deliver Cas9 mRNA + guide RNA to the liver and achieve a therapeut…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 2 mapped funds - CVSMaintain
CVS Health
Maintain / Pharmacy, PBM, MinuteClinic: The moat is the integrated medical-cost-control loop, not any single asset. Aetna's Medical Benefit Ratio (MBR) — the % of premium dollars spent on medical care — is the quantitat…
SignalWATCHLast reviewedOct 26, 2026Company research - DHRMeasure
Danaher
Diversified life-science + diagnostics conglomerate. Cytiva/Pall bioprocessing gives Manufacture-layer exposure; Beckman/SCIEX/Leica give Measure exposure. Paid on volume across the whole competition.
SignalHOLDLast reviewedOct 26, 2026Company research - DXCMMaintain
Dexcom
Dexcom is the category-defining continuous glucose monitoring (CGM) company, and it is quietly becoming the sensor platform for a much larger idea: continuous, real-time monitoring of the human body as a healthspan prac…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - EWIntervene
Edwards Lifesciences
Intervene / Structural heart, TAVR: Edwards Lifesciences controls the dominant platform for transcatheter aortic valve replacement (TAVR) — a procedure that replaces failing aortic valves via catheter instead of open-he…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - ELVMaintain
Elevance Health
The moat is regulatory-licensed risk pooling plus network scale plus claims float. A competitor cannot replicate 44.9M medical members, ~104M consumers, the Blue Cross Blue Shield license/network access, and the actuari…
SignalWATCHLast reviewedOct 26, 2026Company research - LLYIntervene
Eli Lilly
Intervene / Tirzepatide, Foundayo, retatrutide: Lilly controls the peptide-manufacturing + molecule-efficacy bottleneck of the GLP-1/incretin class. Q2 2026 volume grew +60% while realized price fell −13% — growth is pu…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - EBSPackage & Deliver
Emergent BioSolutions Inc.
- EBS — Emergent BioSolutions Inc. — Operates fill-finish CDMO capacity; its SEC filings disclose capacity and viral-manufacturing risk. [SEC EDGAR](https:/
SignalWATCHLast reviewedOct 25, 2026Company research - ENTGManufacture
Entegris
Single-use bioprocess + fluid management + purification. Specialized consumables supplier into biopharma manufacturing. Qualification moat.
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - EVOManufacture
Evotec
Manufacture / Drug discovery + CDMO: Evotec's durable bottleneck is Just – Evotec Biologics (JEB): a validated, end-to-end continuous (perfusion) biomanufacturing platform (J.POD / J.P3 / J.CHO / J.Media / J.TRAIN) for…
SignalWATCHLast reviewedOct 26, 2026Company research - FTREProve
Fortrea
Full-service CRO, spun from Labcorp. Turnaround story — lower margin, smaller scale than IQV/ICLR/MEDP. Higher risk, higher potential upside.
SignalWATCHLast reviewedOct 26, 2026Company research - GEHCIntervene
GE HealthCare
Intervene / Imaging systems: GEHC is one of two dominant global diagnostic-imaging OEMs (with Siemens Healthineers) whose moat is a massive installed base of $1–4M capital-equipment scanners locked into multi-year servi…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - GILDIntervene
Gilead Sciences, Inc.
Healthspan Intervene HIV-anchored cash-flow engine: Biktarvy is patent-protected into the 2030s and lenacapavir (twice-yearly injectable) extends the moat, while the Kite CAR-T franchise diversifies beyond antivirals. B…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - GMEDIntervene
Globus Medical Inc
ExcelsiusGPS spine surgery robot + next-gen Excelsius3D; mid-cap profitable robotics pure-play in expanding spine surgery market (12.6% CAGR to $1.6B by 2035)
SignalPOOLLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - GSKIntervene
GSK plc
Healthspan Intervene diversified vaccine/specialty pharma: Shingrix and the HIV franchise provide a stable base while Arexvy extends the vaccine franchise into RSV, at a low peer multiple. ADR structure - 13F-derived ow…
SignalWATCHLast reviewedOct 25, 2026Company research - GHRead
Guardant Health
Liquid biopsy pure-play: Guardant360/Guardant Reveal for oncology MRD and early detection. Recurring test-volume revenue model.
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - HCAIntervene
HCA Healthcare, Inc.
HCA Healthcare is a large hospital system and therefore a major buyer of CT/MRI/ultrasound capital equipment
SignalWATCHLast reviewedOct 25, 2026Company research - HIMSMaintain
Hims & Hers Health
Healthspan WATCH — no moat data. DTC telehealth for compounded GLP-1s has regulatory risk (FDA compounding policy). +11%
SignalWATCHLast reviewedOct 26, 2026Company research - HUMMaintain
Humana
Maintain / Medicare Advantage payer: The healthspan bottleneck Humana controls is the actuarial/regulatory underwriting engine for government capitation — pricing risk on ~6.5M high-acuity Medicare lives and managing th…
SignalWATCHLast reviewedOct 26, 2026Company research - HYPRIntervene
Hyperfine, Inc.
Hyperfine sells portable low-field MRI systems designed for bedside/brain imaging
SignalWATCHLast reviewedOct 25, 2026Company research - ICLRProve
ICON
ICON (ICLR): A Trial-Continuity Moat Without Pricing Power Investment Thesis ICON plc is the number-two global full-service contract research organization. Its product is clinical development itself: trial design, site…
SignalWATCHLast reviewedOct 26, 2026Company research - ILMNRead
Illumina
Arbiter-verified S&P 500 inclusion effective before the open 2026-09-21 creates a date-certain, non-discretionary passive-buying event into a 66%-gross-margin sequencing razor-blade, but the stock is already +11.67% ove…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 4 mapped funds - INSPMaintain
Inspire Medical Systems, Inc.
- INSP — Inspire Medical Systems, Inc. — FDA PMA P130008 records approval of its upper-airway stimulation therapy for OSA. [FDA PMA P130008](https://www.acc
SignalWATCHLast reviewedOct 25, 2026Company research - PODDMaintain
Insulet
Continuous insulin delivery: Omnipod automated insulin delivery integrating with CGM. Razor-blade model — Pod recurring revenue per patient.
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - IARTIntervene
Integra LifeSciences Holdings
Medical devices for neurosurgery, reconstructive surgery, and wound care — surgical instruments (dural repair, tissue reconstruction), skin regeneration (Integra artificial skin), and SurgiMend collagen matrix. NOT robo…
SignalPOOLLast reviewedOct 25, 2026Company research - NTLARejuvenate / Repair
Intellia Therapeutics
Rejuvenate / Repair / In-vivo CRISPR: The ONE bottleneck Intellia controls is clinically validated in-vivo CRISPR delivery to hepatocytes — the confluence of (1) an LNP formulation that gets Cas9 mRNA + sgRNA into liver…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - IONSIntervene
Ionis Pharmaceuticals, Inc.
Healthspan Intervene antisense platform transitioning from royalty collector to commercial operator: ~98.8% gross margin reflects near-zero-COGS royalty economics, and TRYNGOLZA (olezarsen) is the first wholly-owned com…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - IQVProve
IQVIA
IQVIA is the largest contract research organization (CRO) in the world and, more importantly, the only one that pairs full-service clinical trial execution with a proprietary real-world data asset built over decades. Th…
SignalHOLDLast reviewedOct 26, 2026Company research - IRTCMaintain
iRhythm
Maintain / Remote cardiac monitoring: iRhythm owns the AI-enabled ambulatory cardiac monitoring (ACM) franchise: its Zio wearable ECG patches record 14 days of continuous rhythm data and route it through a proprietary d…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - PHGMaintain
KONINKLIJKE PHILIPS NV
- PHG — Koninklijke Philips N.V. — its Respironics CPAP/BiPAP devices were subject to the FDA Class I PE-PUR foam recall. [FDA recall notice](https://www.fd
SignalWATCHLast reviewedOct 25, 2026Company research - LHMaintain
Labcorp Holdings
Labcorp Holdings (LH): The Last Mile of Healthspan Measurement Investment Thesis Labcorp owns the physical last mile of American diagnostics, the point where a healthspan thesis becomes a blood draw. FY2025 revenue was…
SignalWATCHLast reviewedOct 26, 2026Company research - LTRNAI Discover
Lantern Pharma
AI Discover / AI oncology drug discovery: Lantern claims the AI-native oncology drug-rescue/repurposing bottleneck: a proprietary RADR platform (200B+ curated data points) plus a multi-agentic "co-scientist" (Open Medic…
SignalWATCHLast reviewedOct 25, 2026Company research - LNTHManufacture
Lantheus
Radiopharma manufacturing + diagnostics + theranostics. Rising sub-node in Manufacture. Public read on radiopharma CDMO capacity. Diagnostic imaging recurring revenue.
SignalWATCHLast reviewedOct 26, 2026Company research - MEDPProve
Medpace
Medpace is a full-service CRO (Phases I-IV) serving small/mid-cap biotech — the outsourced R&D engine of the healthspan/drug-development complex. Book-to-bill recovery to 1.13x with +28% new business awards signals clin…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - MDTIntervene
Medtronic
Intervene / Structural heart, cardiac surgery: Medtronic controls the EP-lab and OR procedural-standardization bottleneck across three high-switching-cost franchises: (1) cardiac ablation via the Affera Sphere-9 / Pulse…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - MRKIntervene
Merck
Merck is the Intervene-layer demand engine, not a bottleneck supplier. The investable thesis for the healthspan toll-road machine is that a $65B-revenue pharma with a 73.5% gross margin and $9.3B H1 operating cash flow…
SignalWATCHLast reviewedOct 25, 2026Company research - MTDMeasure
Mettler-Toledo
Precision instruments + lab balances pure-play. Mettler-Toledo is the gold-standard brand in analytical weighing, titration, and process analytics. Installed base + calibration/service recurring revenue.
SignalWATCHLast reviewedOct 26, 2026Company research - MRNAIntervene
Moderna
A real platform event, but it is research-only for capital today: the thesis is binary clinical optionality rather than a stable physical-AI bottleneck, and it belongs in watch mode rather than the core pick list.
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - NNOXIntervene
Nano-X Imaging Ltd.
Nano-X Imaging is developing a digital X-ray source and imaging platform
SignalWATCHLast reviewedOct 25, 2026Company research - NTRARead
Natera
Genetic testing + MRD pure-play. Signatera (MRD) and Panorama (NIPT) drive recurring test-volume revenue. High growth but negative earnings.
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 3 mapped funds - NAUTRead
Nautilus Biotechnology
Read / Single-molecule proteomics: The binding constraint in proteomics is not throughput (genomics solved that) — it is the sensitivity × specificity × dynamic-range triple at the single-molecule level. Human proteins…
SignalHOLDLast reviewedOct 26, 2026Company research - NVSIntervene
Novartis
Intervene / Gene therapy, radioligand: Novartis's durable healthspan moat is the radioligand-therapy (RLT) isotope-logistics + GMP-manufacturing bottleneck — a physical constraint (Lu-177's 6.647-day half-life) that for…
SignalWATCHLast reviewedOct 25, 2026Company research - NVOIntervene
Novo Nordisk
Intervene / Semaglutide, CagriSema: Novo Nordisk controls the multi-ton-scale manufacturing bottleneck for the GLP-1 receptor agonist class — specifically semaglutide (Ozempic/Wegovy/Rybelsus/Wegovy pill), the dominant…
SignalWATCHLast reviewedOct 25, 2026Company research - OMMaintain
Outset Medical
Maintain / Connected dialysis platform: Outset Medical's Tablo is an FDA-cleared hemodialysis system whose cartridge-based, self-contained water-purification design eliminates the dedicated reverse-osmosis water-treatme…
SignalWATCHLast reviewedOct 26, 2026Company research - PACBRead
Pacific Biosciences
Long-read sequencing pure-play. HiFi (Revio, Vega desktop) answers a different question than Illumina (structural variants, full-length isoforms). BIOSECURE tailwind.
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 2 mapped funds - PRMERejuvenate / Repair
Prime Medicine
Exclusive Broad/Liu-lab licensee of prime editing — the only clinical-stage search-and-replace editor that can make all 12 point-mutation classes plus indels without a double-strand break. PM359 (CGD) is first human pri…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - QGENMeasure
QIAGEN
Sample prep + PCR + NGS library prep + bioinformatics. Straddles Measure and Read. Installed base of sample-prep instruments drives recurring kit revenue.
SignalWATCHLast reviewedOct 26, 2026Company research - QTRXUnmapped
Quanterix Corp
Quanterix sells single-molecule Simoa immunoassays that address low-abundance protein biomarkers
SignalWATCHLast reviewedOct 25, 2026Company research - QSIRead
Quantum-Si
Read / Single-molecule protein sequencing: Quantum-Si is a cash-backed call option on single-molecule protein sequencing — the "next-gen protein sequencing" (NGPS) that does for the proteome what next-gen sequencing did…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - DGXMaintain
Quest Diagnostics
Investment Thesis Quest Diagnostics is the largest independent clinical laboratory network in the United States — a national diagnostic workflow layer rather than a single-assay story. It runs roughly 50-plus CLIA-certi…
SignalWATCHLast reviewedOct 26, 2026Company research - RDNTIntervene
RadNet, Inc.
RadNet operates freestanding outpatient imaging centers, making it a large buyer/user of imaging equipment and a direct reimbursement-exposed operator
SignalWATCHLast reviewedOct 25, 2026Company research - RXRXAI Discover
Recursion Pharmaceuticals
AI Discover / Phenomics, merged Exscientia: Drug discovery's binding constraint is the cost and failure-rate of turning biology into a validated lead (industry norm: ~4–5 years, thousands of compounds, ~90% Phase 2/3 at…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - REGNIntervene
Regeneron
Intervene / Durable therapeutic platforms: Regeneron's moat is the approved-product + indication-stack + safety-database barrier generated by a proprietary antibody discovery engine (VelocImmune/VelociSuite), not a sing…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - RLAYAI Discover
Relay Therapeutics
Dynamo molecular-dynamics platform produced zovegalisib (RLY-2608), a first-in-class allosteric pan-mutant WT-sparing PI3Kα inhibitor (Breakthrough Therapy; Phase 3 ReDiscover-2). Proof that protein-motion simulation fi…
SignalWATCHLast reviewedOct 25, 2026Company research - RGENManufacture
Repligen
Bottleneck supplier of upstream bioprocessing consumables and systems; Q2 beat and BioLife acquisition reinforce demand for biologics manufacturing automation.
SignalWATCHLast reviewedOct 26, 2026Company research - RMDMaintain
ResMed
Maintain / Sleep/breathing health, CPAP: ResMed controls the connected CPAP/OSA therapy workflow — the only player with a 34M+ cloud-connectable device base feeding a 26B-night respiratory dataset that powers provider w…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - RVTYMeasure
Revvity
Reagents + proteogenomics pure-play. BioLegend (antibodies/reagents) + TotalSeq (multi-omics) + newborn screening installed base. Recurring reagent pull is the moat.
SignalWATCHLast reviewedOct 26, 2026Company research - SDGRAI Discover
Schrodinger
AI Discover / Physics-based drug discovery: In the AI-drug-discovery stack, physics-based simulation is the ground-truth training-data layer that pure ML "black-box" models lack. Schrödinger is one of the only companies…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - SEERRead
Seer, Inc.
Proteograph multi-nanoparticle protein-corona is the only scalable unbiased deep plasma-proteomics sampler (Nature Comms 2020; ACS JPR 2025), vs Olink/Thermo targeted PEA. Technology is real; commercial is broken (H1 20…
SignalWATCHLast reviewedOct 26, 2026Company research - SONYIntervene
Sony Group Corp
Sony Semiconductor Solutions supplies CMOS image sensors for endoscopy towers and single-use endoscopes — the imaging front end of minimally-invasive procedures.
SignalWATCHLast reviewedOct 25, 2026Company research - SHCManufacture
Sotera Health Company
Healthspan Manufacture mandatory sterilization: sterilization is a non-discretionary, validated step in medtech and pharma manufacturing with high switching costs once a product is validated on a given process. Sotera o…
SignalWATCHLast reviewedOct 25, 2026Company research - LABMeasure
Standard BioTools
Rejuvenate / Repair / Oncology therapeutics (Treeline reverse-merger): The old claim — that LAB controls an irreplaceable high-plex proteomics instrument bottleneck (mass cytometry / SomaScan) — is falsified by its own…
SignalPOOLLast reviewedOct 25, 2026Company research - STVNPackage & Deliver
Stevanato Group
Glass/barrel + high-value containment + assembly. GLP-1/incretin exposure ~21-22% of revenue. FY2025 revenue reached €1.19B and Q1 2026 showed 7% growth, preserving the RTU/Annex 1 conversion thesis.
SignalWATCHLast reviewedOct 26, 2026Company research - SYKIntervene
Stryker
Intervene / Orthopedics, Mako robotics: Stryker controls the robotic-assisted joint-replacement ecosystem through Mako SmartRobotics. The bottleneck is not the robot (a one-time ~$1.0–1.5M capital sale) — it is the impl…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - TNDMMaintain
Tandem Diabetes Care
FDA/CE-cleared Control-IQ+ AID + t:slim X2/Mobi razor-blade (cartridges/infusion sets every 2-3 days) on 500k installed base. First/only US AID cleared for T1D pregnancy. #3 oligopoly vs Medtronic MiniMed ~53% and Insul…
SignalWATCHLast reviewedOct 26, 2026Company research - TDOCMaintain
Teladoc Health
Largest independent virtual-care platform (Integrated Care + BetterHelp), but the Maintain-layer network moat is falsified: Q2 FY2026 revenue $606.9M (-4% YoY), BetterHelp -12% / 0.2% EBITDA margin, hyperscaler/payer su…
SignalWATCHLast reviewedOct 26, 2026Company research - THCIntervene
TENET HEALTHCARE CORP
Tenet Healthcare’s hospital segment is a material buyer of imaging equipment
SignalWATCHLast reviewedOct 25, 2026Company research - TGTXIntervene
TG Therapeutics, Inc.
Healthspan Intervene single-product commercial-stage: BRIUMVI is a differentiated anti-CD20 with a 15-minute infusion advantage competing in a large, established MS market. Profitable on one product - a durable niche, b…
SignalWATCHLast reviewedOct 25, 2026Company research - TMOMeasure
Thermo Fisher Scientific
Thermo Fisher Scientific is the world's largest life-science tools and diagnostics company — the picks-and-shovels platform that every healthspan researcher, CRO, diagnostics company, and drug manufacturer depends on. T…
SignalHOLDLast reviewedOct 26, 2026Company research - TMDXRejuvenate / Repair
TransMedics
Organ Care System (OCS) — ex-vivo perfusion + national organ logistics network. Razor-blade (console + single-use perfusion set per organ) with network effects from coordinating retrieval/transport. Expands usable donor…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - TWSTRejuvenate / Repair
Twist Bioscience
Healthspan WATCH — no moat data. Aug earnings could be catalyst. $101 $95 entryhigh — above entry range. NEEDSMORED
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - UTHRRejuvenate / Repair
United Therapeutics
Investment Thesis United Therapeutics is a commercial pulmonary-hypertension company that also runs a long-duration organ-manufacturing and xenotransplantation program. The healthspan thesis is not the Tyvaso franchise.…
SignalWATCHLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - UNHMaintain
UnitedHealth Group
Maintain / Payer + Optum: UnitedHealth controls the reimbursement gatekeeper + claims-float data layer of the healthspan economy: it is the single largest payer (48.5M UnitedHealthcare members + 120M+ Optum consumers) s…
SignalWATCHLast reviewedOct 26, 2026Company research - UHSIntervene
UNIVERSAL HEALTH SERVICES INC
Universal Health Services operates acute-care and behavioral hospitals, making it a significant imaging equipment buyer
SignalWATCHLast reviewedOct 25, 2026Company research - VREXIntervene
Varex Imaging Corp
Varex Imaging supplies X-ray tubes, flat-panel detectors, and replacement components across CT/radiography OEM and aftermarket channels
SignalWATCHLast reviewedOct 25, 2026Company research - VRTXIntervene
Vertex Pharmaceuticals
- Universe: Healthspan - Layers: Intervene - Technologies: Cystic fibrosis, cell therapy, Casgevy · CFTR-modulator small molecules (disease-modifying, not symptom-managing) ---
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - VMDMaintain
Viemed Healthcare Inc
Remote patient monitoring platform for chronic respiratory care; recurring revenue from equipment rental + clinical support; profitable with positive FCF
SignalPOOLLast reviewedOct 25, 2026Company research - VKTXIntervene
Viking Therapeutics
Intervene / VK2735 dual agonist: VKTX is a pure-play, pre-revenue obesity/incretin bet. Its value is a binary option on a me-too-better dual GLP-1/GIP peptide (VK2735) that must (a) survive a crowded field led by LLY's…
SignalWATCHLast reviewedOct 25, 2026Company research - WATMeasure
Waters
Chromatography + mass spectrometry pure-play. Absorbing BD Biosciences (~$17.5B) — scale compounding. Application-specific columns create recurring consumable lock-in.
SignalHOLDLast reviewedOct 26, 2026Company research - WSTPackage & Deliver
West Pharmaceutical Services
Purest pick-and-shovel of injectables: elastomer closures + RTU components + self-injection devices. GLP-1 demand consumed high-value syringe/stopper capacity faster than suppliers can validate. Annex 1 RTU conversions…
SignalHOLDLast reviewedOct 26, 2026Company research - ZBHIntervene
Zimmer Biomet
Orthopedic moat is migrating from commoditizing Knees/Hips (-0.8% pricing) onto ROSA robotics + ZBEdge data + Monogram autonomous CVR — Tech & Data $199.4M/qtr (+21%) is only ~9% of $2.177B Q2 sales. Surgeon/instrument-…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund