Personalized Medicine: An Update on Our Long-Term Investment Thesis

At Aristotle Atlantic Partners, LLC (Aristotle Atlantic), a pillar of our investment process is identifying secular themes. These are long-term trends characterized by significant, multi-year shifts in spending patterns driven by consumers, governments, or corporations. In September 2020, we published a white paper introducing personalized medicine as one of these themes. In the six years since, several regulatory, clinical, and commercial milestones have provided meaningful support to our thesis and broadened the associated investment opportunity set. This Thought Piece is intended to update investors on how our thinking has evolved.

To read the full thought piece, please use the link below.