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15 handpicked stocks

Biotech's IP Moat

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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

MRNA

Moderna, Inc.

MRNA

Current price

$28.02

Moderna's extensive mRNA patent portfolio is central to the lawsuit, and a successful defense would validate its IP-centric business model.

BNTX

BioNTech SE

BNTX

Current price

$113.52

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.

CRSP

CRISPR Therapeutics AG

CRSP

Current price

$59.73

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.

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+376.11%

Group Performance Snapshot

376.11%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 376.11% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

⚖️

The Patent Power Play

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.

🧬

Tomorrow's Breakthroughs Today

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.

🛡️

Built-in Competitive Protection

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.

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