Their promise is to test for diseases with a single drop of blood, using lasers and AI. Does that sound familiar?
For investors, Haemanthus is a big risk for a possibly big reward. You could make a lot of money, but because of Theranos, you have to be extra careful. It’s like buying a lottery ticket that could pay out a fortune.
But while many people talk about the past, smart investors are looking elsewhere. The real change isn’t happening in startups with bad reputations. It's happening in serious labs that use real science, good technology, and have a lot of money. As an analyst, I look at facts, not hype.
Let’s look at the companies that are really building the future of medical AI. Here are five that my fund is watching closely.
1. The clear leader: Isomorphic Labs
If there is a “safe bet” in this area, it’s Isomorphic Labs. It isn't just a startup; it's part of Google’s DeepMind, run by the famous Demis Hassabis.
What they do: They use a powerful AI called AlphaFold 3 to design new medicines. This isn’t just an idea; it’s like a factory for creating new drugs.
Why it matters: They are solving the biggest problem in medicine: making drugs takes too much time and money. They already have deals worth billions with huge companies like Novartis and Eli Lilly. This shows that their technology is in demand.
The risk: They spend a lot of money to run the company. And because they are already valued so highly, there's a limit to how much more your investment can grow. They still need to prove their drugs work in real people.
My opinion: This is a solid company to invest in. It is a strong foundation for anyone wanting to invest in medical AI.
2. The drug factory: Generate:Biomedicines
This is another big company, but with a different plan. If Isomorphic is the designer, Generate is the builder.
What they do: They use AI to create new medical proteins from scratch. They can make things like antibodies and enzymes that can’t be found in nature.
Why it matters: They could help treat diseases that we currently have no cure for. Their science is already being tested in people, which puts them ahead of many others.
The risk: Their drugs might fail in the human trials. If that happens, the company’s value could drop a lot.
My opinion: This is a strong, more predictable company to invest in compared to newer startups.
3. The pioneer: Insilico Medicine
I like this company because they are both brave and practical. They were the first to get a drug that was created entirely by AI into tests with people.
What they do: They have an AI system that helps with every step of making a drug. From finding what to target in the body to designing the right molecule.
Why it matters: Their drug for a serious lung disease proved their method works. They showed that AI can be a real tool for creating medicine.
The risk: They have a lot of competition. It can also take a very long time to make money from a new drug.
My opinion: This company is a higher risk than Isomorphic, but the reward could be much bigger if they succeed.
4. The specialist: Actio Biosciences
Investors love to find a special area with high demand and not many competitors. Actio works in that kind of area.
What they do: They use AI to find ways to treat rare genetic diseases.
Why it matters: Drugs for rare diseases are very valuable. The government often approves them faster, and they can be very expensive. A big drug company, Regeneron, has invested in them, which is a great sign.
The risk: The science is very difficult. It can be hard to understand and treat rare diseases.
My opinion: This company has good potential. It's a great choice to add to your investments to spread your risk.
5. The lottery ticket: Haemanthus
Now, let's go back to the startup from the beginning. Should you bet on Haemanthus?
What they do: They want to test for diseases with a drop of fluid using lasers and AI.
Why it matters: If their technology works, it will completely change medicine. Fast, cheap, and easy tests would be a game-changer. They are starting with animals first, which is a smart way to avoid strict rules for human testing at the start.
The risk: The technology might not work. They will face very tough government rules. And the connection to Theranos will scare away many investors.
My opinion: This is a true "all or nothing" investment. It has the chance for a huge payout, but you could also lose everything. I would only invest a very small amount of money in this.
How to build an investment plan (July 2025)
Core (most of your money): Put most of your investment in the more stable companies, like Isomorphic Labs and Insilico Medicine.
Growth (some of your money): Invest in companies that are working on real drugs with good partners, like Generate:Biomedicines and Actio Biosciences.
High Risk (a small part): Put a small amount on a "moon shot" like Haemanthus. If it works, the reward will be massive.
Money flows to where good science meets a good business plan. Today, that is happening in medical AI. Forget the stories of past failures. Look at the teams and the technology. That is how you find the big winners of the future.
Disclaimer: This article is just the author's personal opinion for information and education. It is not financial advice. Do not use it as a reason to buy or sell any investment. Investing in new companies like these is very risky. You could lose all the money you invest. What happened in the past does not promise what will happen in the future. You should always do your own research and talk to a professional financial advisor before you invest any money. The author and publisher are not responsible for any losses you might have from using this information. Your money is at risk.
