Morgan Stanley Highlights Three Biotech Sectors for Investment Potential

Morgan Stanley analysts Sean Laaman and Maxwell Skor identified Alzheimer’s drugs, gene editing, and artificial intelligence as key biotech breakthroughs for investors. The report, released during the bank's Global Healthcare Conference, estimates the Alzheimer’s drug market at $70 billion and projects a $10 billion market for in-vivo gene editing by 2035. Regarding AI, the bank favors infrastructure providers over drug developers, citing the ability to reduce research timelines and costs despite unproven clinical success rates.