This carefully selected group of stocks features biotech companies with powerful patent portfolios. These firms are at the forefront of medical innovation in areas like gene editing and mRNA technology, where intellectual property can create lasting competitive advantages and drive long-term growth.
Published on July 11
The Pfizer-Moderna lawsuit has put a spotlight on how valuable intellectual property can be in biotech. Companies that win these battles can secure billions in licensing fees or damages, creating massive shareholder value overnight.
These companies aren't just developing treatments, they're creating entirely new ways to fight disease. Their groundbreaking platforms in gene editing and cell therapy could revolutionize medicine and generate huge returns for early investors.
Strong patents act like a moat around a castle, keeping competitors at bay for years or even decades. This protection allows these companies to maintain premium pricing and higher profit margins than other sectors.
Patents are the crown jewels of biotech companies. Recent high-profile disputes between Pfizer, BioNTech, and Moderna highlight how valuable intellectual property is in this sector. Companies with strong patents can protect their innovations, command premium pricing, and generate licensing revenue for years.
This collection focuses on companies with "IP moats" - strong patent portfolios that protect their innovations from competitors. These stocks typically represent higher-risk, higher-reward investments in cutting-edge fields like gene editing, cell therapy, and RNA-based medicine, where breakthroughs can lead to substantial returns.
These companies were selected because they either have established intellectual property in revolutionary technologies or are developing the next generation of patentable breakthroughs. Their business models often depend on securing and defending foundational patents that can provide sustainable advantages in highly competitive markets.
Market capitalisation breakdown for 'Biotech's IP Moat' basket.
MRNA: $10.74B
BNTX: $25.18B
CRSP: $6.58B
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Here are a few of the assets in this group. Create an account to unlock the full list.
BIONTECH SE SPON ADS EACH REP 1 ORD SHS
BNTX
Current Price
$111.07
As a key player in the lawsuit, BioNTech's situation highlights the immense value and risk associated with its foundational mRNA intellectual property...
As a key player in the lawsuit, BioNTech's situation highlights the immense value and risk associated with its foundational mRNA intellectual property.
CRISPR THERAPEUTICS AG
CRSP
Current Price
$58.03
As a leader in CRISPR gene-editing, the company's foundational intellectual property represents a significant competitive moat in the therapeutic spac...
As a leader in CRISPR gene-editing, the company's foundational intellectual property represents a significant competitive moat in the therapeutic space.
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On average, analysts expect assets in this group to grow 312.12% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+312.12%
