Adam Anderson — Florida State Representative (2 trade ideas)

← All Speakers
Date Ticker Direction Thesis Source
Feb 10, 2026
RARE DISEASE BIOTECH /GENOMIC MEDICINE
LONG Anderson argues that the "Sunshine Genetics Act" solves the primary bottleneck for the industry: finding the patients. He notes the industry is projected to reach $100 billion. Big Pharma (specifically mentioning Merck) cannot justify investing in cures for diseases with only 16 patients due to ROI. However, by using state funds to de-risk early research and identify patients at birth (before symptoms), the state aggregates these "rare" cases into a large, investable asset class (30 million total people). This creates a "market" where none existed, inviting capital into the space. There are nearly 10,000 known rare diseases affecting 30 million Americans (more than the population of Texas or Florida). Regulatory hurdles and the high cost of gene therapies remain significant barriers to entry. CNBC
What If We Can Get To Them Before They Have S...
Feb 10, 2026
GENEDX
LONG Anderson explicitly names GeneDx as the state's "first partner" in the Sunshine Genetics Act pilot program, calling them the "nation's premier genetic diagnostic company." The legislation creates a state-funded funnel for whole genome sequencing. By securing the partnership with Florida, GeneDx gains access to a government-backed pipeline of volume (newborn screening) and data, validating their technology for large-scale public health initiatives. The program is currently a pilot at one hospital but the stated goal is to scale "statewide" and then encourage other states to adopt the framework. The program is currently "opt-in" and relies on future fundraising/appropriations to scale beyond the pilot phase. CNBC
What If We Can Get To Them Before They Have S...