microscope in a lab

Financing the future of precision medicine

In today’s uncertain capital environment with lingering headwinds from policy changes and tariffs, investors and founders are rethinking how innovation is funded and scaled. The emphasis has shifted from rapid expansion to capital efficiency, with a growing focus on milestone-driven development and clinical impact. Investors are increasingly looking for companies that can demonstrate scalable business models and meaningful outcomes, particularly in areas like oncology and rare diseases.

Non-dilutive capital opportunities, such as grants and partnerships, are playing a larger role in helping startups extend their runway and reduce risk. Collaborations between pharmaceutical, diagnostics, and technology companies are not only accelerating commercialization but also expanding market access and validation pathways.

Additionally, artificial intelligence (AI) has the potential to redefine the precision medicine landscape over the next 10 to 20 years. From streamlining regulatory filings to advancing drug discovery, AI is driving operational efficiency and scientific progress. However, the success of these innovations hinge on the quality of foundational data. Accurate measurement and robust validation remain essential, especially in areas like protein structure prediction and biomarker development.

Dan Leonard, US Life Sciences Analyst, UBS

From an investment perspective, our favored ways to gain exposure to precision medicine themes remain the application companies.

- Dan Leonard, US Life Sciences Analyst, UBS

Omics technologies

The conference convened over 15 companies, included 7 at the cutting edge of omics technologies. These technologies are tools that analyze large sets of biological data such as genes, proteins, and metabolites, to help scientists understand how the body works at a molecular level. These insights enable doctors to diagnose diseases more accurately, personalize treatments, and improve patient outcomes.

Platforms from companies like Illumina, PacBio, and Element Biosciences are making sequencing more affordable and enabling multi-modal data integration, which combines different types of biological data to provide a fuller view of a person’s biology. Omics innovations are driving the development of clinically relevant biomarkers and AI-powered decision support tools. Many panelists underscored the need for end-to-end solutions and robust data infrastructure to translate omics discoveries into real-world clinical impact. Despite academic funding uncertainty in the U.S., companies are confident in the long-term market growth opportunities. 

Early cancer detection

Panelists also explored how early cancer detection is rapidly evolving, powered by advances in genomics, bioinformatics, and AI. Companies such as ClearNote Health, Delphi Diagnostics, Exai Bio, and Harbinger Health are developing blood-based screening tools capable of identifying multiple cancers with high sensitivity and specificity, often at a fraction of traditional costs with the potential to catch cancer earlier.

These platforms rely on whole genome sequencing, epigenetic biomarkers, and machine learning to deliver clinically actionable insights. Strategic alliances with health systems and payers are essential for validating these technologies, securing reimbursement, and adoption. Targeting high-risk populations and integrating robust data science are key to ensuring these tests are both effective and economically viable.

Looking ahead from the conference, the convergence of innovative partnerships, data infrastructure, and technologies will steadily transform the landscape of precision medicine. Together, these themes will drive progress toward more accurate diagnoses, tailored treatments, and improved patient outcomes in the years ahead.

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