MApril30,202401:09PMGMTGlobalFoundationThematicsMorganStanley&Co.Internationalplc++44207425-0840+44207425-9902VentureVision:LongshotsEdwardStanleyWelooktotheVClandscapetohelpinvestorsunderstandwhatEquityStrategistthemesarearoundthecornerforpublicinvestors.Inourview,Edward.Stanley@morganstanley.comDiabesity,AIdrugdiscoveryandAIassistedfertilitytreatmentsareshowinghealthysignsofinnovationandearly-stagefundingMatiasOvrumtosustainalong-lastingThematicimpact.EquityStrategist•SeeourLongshots,EarthshotsandMoonshotsreportseriesforemergingMatias.Ovrum@morganstanley.cominvestibletechnologiesOurVentureVisionweeklieslookat(1)early-•Listentopodcastversionherestagecross-themefundingpatterns;(2)relativevaluationsbetweenthemes;(3)publicLastweekwepublishedourLongshotsnoteonemerginghealthcaretechnology.versusprivatevaluations;(4)theresultingWeassesstheirmaturityandinvestibilityacrossarangeofinnovativeapplicationsanomalieswithincertainthemes.Pleaseletusofhealthcaretech.ObesityMedications,SmartChemotherapyandAI-assisteddrugknowifyouwouldlikeourexceldatabaseofdiscoveryarebetterunderstoodandlookmoreinvestible.AI-assistedfertility>45,000VCdealscategorisedbytheme,technology,DNAsynthesis,Biosecuritytechnologiesandpsilocybinareseeingcountry,valueanddate.Wealsosendthisfileasmaterialoutcome-andcost-improvementsbutremainearlier-stagean...
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