Tag Archive for: (AZN)

Mad Hedge Fund Trader

The Future of Regenerative Medicine

As our bodies begin to show signs of aging and fatigue, exploring ways to regenerate our organs has become crucial in ensuring a hale and hearty lifespan.

This demand has given rise to a branch of biotechnology and healthcare, which could very well be on the brink of becoming the next big thing in the mainstream biopharmaceutical industry: regenerative medicine.

For example, experts at Gladstone Institutes is applying gene therapy to repair heart damage. Basically, their goal is to reprogram scar tissue and transform it into a new heart cell.

What they do is inject the genes into the damaged heart caused by a heart attack. Then, these “new” genes alter the scar cells, converting them into beating hearts.

This approach no longer demands any cloning to obtain an extra set of organs. The Gladstone Institutes’ use of gene therapy allows us to regrow our own set of organs right inside our bodies.

And in case you’re wondering whether this type of work actually has a future or just another trend that would quietly disappear in the future, I’m telling you that this industry has incredibly potential.

Just look at the $12 billion valuation of a biotechnology unicorn called Samumed in San Diego.

Founded in 2008, this company has spent most of its lifetime operating under the radar. It impressively came out of the shadows last 2016 and was quickly dubbed as an “anti-aging” company.

To them, though, they’re a “de-aging” company. That is, they believe that people should be brought back to their peak health conditions before they can even begin to restore youth.

This ideology is exhibited by the company’s lead program: a knee osteoarthritis cure called Lorecivivint.

As we know, osteoarthritis has no known treatment that works to reverse the damage to the joint. 

That’s why the doctors focus on handling or managing the symptoms. They tell their patients to exercise and lose weight to boost muscle strength and decrease the burden on their joints.

They also prescribe various drugs like painkillers, some anti-inflammatory pills, and even cortisone shots. Other patients would eventually need to go through replacement surgery.

This is where Samumed comes in.

The company created Lorecivivint to repair the joint damage. That way, patients will no longer need to go through all the burden of managing the symptoms of knee osteoarthritis.

In their proof-of-concept report, Samumed shared that one year after getting injected with Lorecivivint, the X-rays of the knees of the patients showed that there was an increase in “medial compartment joint space width.”

In simpler terms, the knees grew cartilage after a single shot of Lorecivivint.

Other than working on a cure for knee osteoarthritis, Samumed is also looking into treating male pattern baldness.

Another impressive biotechnology company focused on regenerative medicine is Humacyte, which recently shifted from being a clinical-stage firm to a commercial one.

Humacyte’s core work is on Human Acellular Vessels (HAVs) or “implantable regenerative human tissue.”

A use case for this is when a patient has damaged blood vessels. Typically, there are three options to treat this: take a vessel from another part of the body, try to implant a donated vessel, or utilize a plastic tube.

The first one requires at least two surgeries and, of course, losing a vessel in another part of your body.

Meanwhile, the second and third options expose the patient to the possibility of an infection or the body rejecting the vessel or plastic tube.

Humacyte’s HAVs offer a fourth option.

Since the HAVs carry similar properties as the native tissues of the patient’s body, they significantly lower the risk of rejection.

Basically, they’re “growing” HAVs that won’t be rejected by the body.

More importantly, the company is creating engineered off-the-shelf replacement tissue that can be implanted to anyone without using immunosuppressive drugs.

This is impressive because immunosuppressants are staples in ensuring that the body does not reject the organs. However, the use of this can be dangerous because it increases the risk of infections.

So far, Humacyte has been working on coming up with safer and more effective treatments for hemodialysis patients since the current methods tend to expose them to higher risks of infections.

If everything goes according to plan, then the company will be able to file for FDA approval by 2022.

While the technologies offered in the regenerative medicine space have been discussed and even praised for years, it’s only recently that these became commercially viable.

For all the noise and hype surrounding these breakthrough and next-generation treatments, only a handful of patients have actually benefited from them.

However, 2021 might just mark the year that all these will change.

Other than the private firms and smaller biotechnology companies like CRISPR Therapeutics (CRSP), Editas Medicine (EDIT), and bluebird Bio (BLUE), bigger names in the biopharmaceutical space, including Pfizer (PFE), AstraZeneca (AZN), GlaxoSmithKline (GSK), Takeda Pharmaceuticals (TAK), and Regeneron (REGN), are also starting to invest more aggressively into it.

 

samumed

 

Mad Hedge Fund Trader

July 29, 2021

 

Mad Hedge Biotech & Healthcare Letter
July 29, 2021
Fiat Lux

FEATURED TRADE:

(A BIOTECH PREPARED FOR ANOTHER DOOMSDAY MARKET)
(BNTX), (PFE), (MRNA), (AZN), (JNJ), (GSK), (GILD)

Mad Hedge Fund Trader

A Biotech Prepared for Another Doomsday Market

If you’ve heard of Harry Dent Jr., then you know that he’s the economist who correctly and accurately forecasted the Japanese economic downturn back in 1989. He also hit the nail on the head when he predicted the collapse of the dot.com bubble in 2000.

Now, he’s saying that the stock market will crash in the next three months, describing it as “the biggest crash of our lifetime.”

There’s no precise method to determine if his pessimistic outlook is justified thus far.

Nonetheless, even if Dent turns out to be right, I don’t believe that all stocks will plummet. There are a handful of stocks that could soar if the stock market does crash this summer.

For instance, I think vaccine stocks would most likely take off if the new variants of COVID-19 triggered a market crash in the coming months.

After all, the best weapons we have in overcoming these issues are still vaccines.

I also think that one of the biggest—if not the biggest—winners in this segment is BioNTech (BNTX).

Let me share with you the reasons.

For one, BioNTech is actually the smallest of the biopharmaceutical companies in the vaccine market today.

Catalysts typically generate larger swings in stocks that hold smaller market capitalizations compared to those with bigger market caps.

It’s also telling that BioNTech and its co-vaccine developer, Pfizer (PFE), have started delving into tactics to handle the continuous rise of the Delta variant.

So far, what the partners have suggested includes adding a third dose to the COVID-19 vaccine to boost the immunity and protection of people against the new strain.

The two are also looking into beginning their clinical testing on a modified version of their vaccine, which would specifically target the Delta variant, by August.

BioNTech’s valuation also plays a key role. The company so far is the cheapest among the leading vaccine stocks, which include Moderna (MRNA) and AstraZeneca (AZN), based on its forward earnings multiples.

To date, BioNTech trades at roughly 6.3 times its expected earnings—a low valuation that wouldn’t last long, especially if fears about the new variants spark another massive downturn in the market.

Thus far, BioNTech and Pfizer have delivered roughly 392 million vaccine doses to the US alone.

However, the country is anticipating increasing demand for it, pushing it to sign up for an additional 200 million doses.

The duo plans to deliver 110 million doses to the US by the end of 2021 and the rest of the orders by April 2022.

In a separate agreement, the US also ordered 500 million doses as donations to developing countries across the globe.

In comparison, Moderna delivered 137.3 million, while Johnson and Johnson (JNJ) supplied 13.1 million.

On top of these, Pfizer and BioNTech are working to expand the reach of their vaccine.

The companies recently sealed an agreement with Biovac, a company in South Africa, to produce vaccine shots from a plant in Cape Town. Similar initiatives are under exploration in Latin America.

Riding the momentum of its COVID-19 vaccine, BioNTech is also working to develop a highly effective and widely tolerated malaria vaccine.

The malaria vaccine candidate is expected to build on two decades’ worth of mRNA research, which BioNTech used to co-develop the COVID-19 vaccine with Pfizer.

The clinical trial for this new project is planned to start by the end of 2022.

At this point, only one malaria vaccine is available on the market: GlaxoSmithKline’s (GSK) Mosquirix, which offers about 30% effectiveness in safeguarding kids from the mosquito-borne virus.

If successful, BioNTech will be easing a massive burden globally, as over 400,000 children die from malaria every year.

In addition to its malaria vaccine candidate, BioNTech is also looking into using its mRNA expertise to diversify its pipeline to include cancer treatments, including colorectal cancer, advanced melanoma, and other malignant solid tumors.

BioNTech’s move to attempt to conquer the oncology sector gained even more traction following its recent acquisition of Kite, a manufacturing plant under Gilead Sciences (GILD).

Kite primarily focuses on an experimental kind of cancer treatment relating to neoantigen T-cell receptor cell therapy.

In the first quarter of 2021, BioNTech was able to boost its sales by over 7,295%.

Its total revenues within that period reached $2.49 billion, which indicates a healthier revenue stream compared to its main competitor, Moderna, which raked in $1.9 billion.

In terms of sales outlook for the entire year, BioNTech also forges ahead with $26 billion, while Moderna anticipates $19.2 billion.

Needless to say, these numbers show how undervalued BioNTech has been lately.

Given the new developments concerning the new variants and the company’s expanded coverage of the market, it’s clear to see that the future looks bright for BioNTech regardless of Dent’s doomsday market predictions.

vaccine stock

Mad Hedge Fund Trader

July 22, 2021

 

Mad Hedge Biotech & Healthcare Letter
July 22, 2021
Fiat Lux

FEATURED TRADE:

(ANOTHER STEP CLOSER TO NEURO-VICTORY)
(BAYRY), (BIIB), (LLY), (SIOX), (RHHBY), (ABBV), (MRK), (PFE), (AZN)

Mad Hedge Fund Trader

Another Step Closer to Neuro-Victory

First, Alzheimer’s. Now, Parkinson’s.

Companies working on neurodegenerative diseases are on a roll.

After Biogen’s (BIIB) work with Aduhelm, another biopharmaceutical company has made notable progress: Bayer (BAYRY).

Merely six weeks after DA01 landed in the clinic, Bayer’s Parkinson’s disease drug candidate is getting into the fast lane.

This marks one of the major pipeline candidates that the German company picked up from its $1 billion acquisition of Versant Ventures in 2019.

DA01 is described as a “pluripotent stem cell-derived dopaminergic neuron therapy.”

In layman’s terms, Bayer collects donor cells that have the ability to develop into any other cell type in the body.

It will then engineer these versatile cells to turn into neurons that have the capacity to produce the neurotransmitter dopamine—aka the chemical your nervous system uses to transmit messages to nerve cells.

Those engineered neurons will then be transplanted into a part of the brain, called the putamen, which is in charge of our movements and learning.

What we know so far is that the next phase of the trial will determine the safety and tolerability of the cell transplantation a year following the procedure.

This will also tell us more about the cell survival rate after the transplant and the motor effects a year or two following the procedure.

Like Biogen’s Alzheimer’s candidate, the fast-track designation with the FDA could open doors for a speedy review or even an accelerated approval for Bayer’s DA01.

Aside from transplanting engineered cells into patients’ brains, the company is also looking into other options for Parkinson’s.

In October 2020, it shelled out $2 billion upfront to acquire Asklepios BioPharmaceutical or AskBio for its gene therapy research on Parkinson’s.

Roughly 1 million people in the US are suffering from Parkinson’s disease—a number that’s greater than the combined number of patients diagnosed with Lou Gehrig’s disease, multiple sclerosis, and muscular dystrophy.

What’s worse is that this is expected to climb to 1.2 million by 2030.

In terms of treatment cost, the combined expenses for Parkinson’s, including medical bills and lost income, are estimated to reach about $52 billion annually in the US alone.

The medications alone already amount to an average of $2,500 per year, with therapeutic surgery reaching up to $100,000 per person.

This is why it comes as no surprise that several companies have been working towards figuring out a more potent treatment or even cure for Parkinson’s.

One of the frontrunners is Prevail Therapeutics, a New York-based biotechnology company that’s focused on developing a gene therapy for this disease.

Following a successful Series B financing round in 2019, in which it secured $50 million in investments, the company eventually attracted the attention of big pharma.

By December 2020, it was acquired by Eli Lilly (LLY) for $880 million with the promise to help the smaller biotech company develop three of its most promising Parkinson’s candidates.

Another Parkinson’s-centered biotech company is Axovant Gene Therapies, which has been working on a single-dose treatment for neurodegenerative disease.

Its pipeline proved to be promising, as seen in its $74.7 million public offering just last February 2020, with the company maintaining its solid footing amid the pandemic.

By November, it rebranded itself as Sio Gene Therapies (SIOX).

Outside the US is Irish biotech firm Inflazome, which is working on a unique treatment for Parkinson’s.

Unlike the other candidates, the goal of Inflazome’s drug is to directly deliver the treatment to the affected neurons. That is, it plans to pass through the blood-brain barrier.

Its research attracted the Michael J. Fox Foundation, which granted it $1 million in funding, in March 2019.

Since then, the company’s progress has attracted the attention of other major biopharmaceutical companies with Roche (RHHBY), ultimately landing the acquisition in September 2020.

Of course, talks about neurodegenerative diseases wouldn’t be complete without Biogen.

On top of its Alzheimer’s work, the Massachusetts biotechnology giant has been collaborating with San Francisco-based Parkinson’s company Denali Therapeutics.

The two have been working on the development of three small molecular drugs for $560 million in upfront payments plus $465 million in equity investment into the smaller biotech.

In addition to these, we’re still waiting on what the rest of the major biopharmaceutical companies would come up with in the future.

Given that the likes of AbbVie (ABBV), Merck (MRK), Pfizer (PFE), and AstraZeneca (AZN) have all signed up publicly via the Critical Path for Parkinson's (CPP) consortium to tackle this debilitating disease, it’s safe to say that there’s hope for the future of this sector.

First, Alzheimer’s. Now, Parkinson’s.

Companies working on neurodegenerative diseases are on a roll.

After Biogen’s (BIIB) work with Aduhelm, another biopharmaceutical company has made notable progress: Bayer (BAYRY).

Merely six weeks after DA01 landed in the clinic, Bayer’s Parkinson’s disease drug candidate is getting into the fast lane.

This marks one of the major pipeline candidates that the German company picked up from its $1 billion acquisition of Versant Ventures in 2019.

DA01 is described as a “pluripotent stem cell-derived dopaminergic neuron therapy.”

In layman’s terms, Bayer collects donor cells that have the ability to develop into any other cell type in the body.

It will then engineer these versatile cells to turn into neurons that have the capacity to produce the neurotransmitter dopamine—aka the chemical your nervous system uses to transmit messages to nerve cells.

Those engineered neurons will then be transplanted into a part of the brain, called the putamen, which is in charge of our movements and learning.

What we know so far is that the next phase of the trial will determine the safety and tolerability of the cell transplantation a year following the procedure.

This will also tell us more about the cell survival rate after the transplant and the motor effects a year or two following the procedure.

Like Biogen’s Alzheimer’s candidate, the fast-track designation with the FDA could open doors for a speedy review or even an accelerated approval for Bayer’s DA01.

Aside from transplanting engineered cells into patients’ brains, the company is also looking into other options for Parkinson’s.

In October 2020, it shelled out $2 billion upfront to acquire Asklepios BioPharmaceutical or AskBio for its gene therapy research on Parkinson’s.

Roughly 1 million people in the US are suffering from Parkinson’s disease—a number that’s greater than the combined number of patients diagnosed with Lou Gehrig’s disease, multiple sclerosis, and muscular dystrophy.

What’s worse is that this is expected to climb to 1.2 million by 2030.

In terms of treatment cost, the combined expenses for Parkinson’s, including medical bills and lost income, are estimated to reach about $52 billion annually in the US alone.

The medications alone already amount to an average of $2,500 per year, with therapeutic surgery reaching up to $100,000 per person.

This is why it comes as no surprise that several companies have been working towards figuring out a more potent treatment or even cure for Parkinson’s.

One of the frontrunners is Prevail Therapeutics, a New York-based biotechnology company that’s focused on developing a gene therapy for this disease.

Following a successful Series B financing round in 2019, in which it secured $50 million in investments, the company eventually attracted the attention of big pharma.

By December 2020, it was acquired by Eli Lilly (LLY) for $880 million with the promise to help the smaller biotech company develop three of its most promising Parkinson’s candidates.

Another Parkinson’s-centered biotech company is Axovant Gene Therapies, which has been working on a single-dose treatment for neurodegenerative disease.

Its pipeline proved to be promising, as seen in its $74.7 million public offering just last February 2020, with the company maintaining its solid footing amid the pandemic.

By November, it rebranded itself as Sio Gene Therapies (SIOX).

Outside the US is Irish biotech firm Inflazome, which is working on a unique treatment for Parkinson’s.

Unlike the other candidates, the goal of Inflazome’s drug is to directly deliver the treatment to the affected neurons. That is, it plans to pass through the blood-brain barrier.

Its research attracted the Michael J. Fox Foundation, which granted it $1 million in funding, in March 2019.

Since then, the company’s progress has attracted the attention of other major biopharmaceutical companies with Roche (RHHBY), ultimately landing the acquisition in September 2020.

Of course, talks about neurodegenerative diseases wouldn’t be complete without Biogen.

On top of its Alzheimer’s work, the Massachusetts biotechnology giant has been collaborating with San Francisco-based Parkinson’s company Denali Therapeutics.

The two have been working on the development of three small molecular drugs for $560 million in upfront payments plus $465 million in equity investment into the smaller biotech.

In addition to these, we’re still waiting on what the rest of the major biopharmaceutical companies would come up with in the future.

Given that the likes of AbbVie (ABBV), Merck (MRK), Pfizer (PFE), and AstraZeneca (AZN) have all signed up publicly via the Critical Path for Parkinson's (CPP) consortium to tackle this debilitating disease, it’s safe to say that there’s hope for the future of this sector.

 

bayer

 

bayer

 

Mad Hedge Fund Trader

July 13, 2021

 

Mad Hedge Biotech & Healthcare Letter
July 13, 2021
Fiat Lux

FEATURED TRADE:

(SPINOFF STOCKS POISED FOR LONG-TERM GROWTH)
(VTRS), (OGN), (PFE), (MRK), (JNJ), (LLY), (ABBV),
(AZN), (GSK), (BMY), (GILD), (REGN), (PYPL), (EBAY), (CARR), (UTC)

Mad Hedge Fund Trader

Spinoff Stocks Poised for Long-Term Growth

Spinoffs have historically been known to deliver healthy returns for their investors.

A good example is PayPal (PYPL), which grew sevenfold since 2015 following its spinoff from eBay (EBAY).

A more recent example is Carrier Global (CARR), which tripled its shares amid the pandemic after its spinoff from United Technologies (UTC) last year.

Basically, spinoffs allow smaller segments of companies to thrive on their own or push high-growth divisions to expand faster.

Over the past months, the cheapest stocks found in the S&P 500 have recently spun off pharmaceutical companies: Viatris (VTRS) and Organon (OGN).

Viatris is a spinoff of Pfizer (PFE), which merged with Mylan, while Merck (MRK) jettisoned Organon (OGN) just last month.

Both are brand new and still under the radar, particularly among investors who don’t follow healthcare updates.

While these two have yet to impress the market, both exhibit potential that could make them promising long-term prospects.

Viatris holds an extensive portfolio of drugs courtesy of Pfizer’s Upjohn unit and Mylan’s pipeline.

The list includes the previously top-selling Lipitor, Viagra, Lyrica, and even Norvasc from Pfizer. It also has Mylan’s income-generating EpiPen along with the company’s HIV/AIDS therapies and 7,500 marketed products across the globe.

To date, Viatris has fallen roughly 30% from its average price target. It’s not for the subpar performance of its products though. This is mostly attributed to the lack of attention from investors and possibly a bit of skepticism from some analysts.

However, Viatris has a really good value proposition.

The main goal of the biggest names in the biopharmaceutical sector, such as Johnson & Johnson (JNJ), Eli Lilly (LLY), AbbVie (ABBV), AstraZeneca (AZN), GlaxoSmithKline (GSK), Bristol-Myers Squibb (BMY), and Gilead Sciences (GILD), is to develop and launch the best-in-class treatments to market.

To achieve that, these industry giants are granted a set period to exclusively sell and market each new drug that gains approval.

This would allow them to command a premium price, which in turn would give them the money to fund the next round of research and development needed to come with the next generation of newer and improved versions of the treatment.

However, not everyone can afford those premium prices.

So when the periods of exclusivity end, there are companies like Mylan—now Viatris—that are allowed to manufacture generic versions of those branded drugs and sell them at lower prices.

The list of drugs with soon-to-expire patents for which Viatris has been working on creating biosimilars or generic versions include Humira from AbbVie, which recorded peak sales at $20 billion; Eylea from Regeneron (REGN), which peaked at $7.5 billion; and even Allergan’s Botox, which peaked at $5 billion.

Viatris is also working on biosimilars for Roche’s (RHHBY) cancer treatments Avastin, which had peak sales of $7 billion, and Perjeta, which peaked at $5 billion.

Obviously, Viatris will not reach the same height of success as the companies that created those branded drugs.

But, if it manages to achieve even only 10% of those numbers, then it can generate roughly $4 to $5 billion in sales—and that’s just the tip of the iceberg.

So far, Viatris owns at least 1,400 approved molecules applicable in roughly 10 therapeutic segments.

It has roughly 350 products in its pipeline at the moment, with each item estimated to generate approximately $100 million to $500 million in sales.

With its current performance and access to 165 countries and territories, Viatris is expected to generate roughly $224 billion in global sales annually.

With all these in mind, Viatris’ value proposition looks impressively strong to me.

More importantly, this Pfizer spinoff has the capacity to become the world’s first dominant generic and biosimilar drug manufacturer, with its revenues potentially becoming comparable to major pharmaceutical companies at some point.

The same value proposition could be behind Organon, as this newly spun-off company markets Merck’s off-patent drugs.

While the move to separate from its parent company has yet to show tangible results, Organon is projected to rake $6.1 billion to $6.4 billion in revenue for 2021, with annual sales expected to rise in mid-single digits and dividends anticipated to be about 3%.

The biosimilars market is still relatively young, with only 60 biosimilars approved in the EU and 29 in the US thus far. In total, those represent a market worth approximately $17 billion.

Conservative estimates project that the global biosimilars market will be worth $692 billion by 2027, considerably outpacing the mainstream pharmaceutical sector.

Given their potential and prospect for future gains, the low prices for companies like Viatris and Organon present rare opportunities to grab long-term investments.

viatris

 

 

Mad Hedge Fund Trader

July 8, 2021

 

Mad Hedge Biotech & Healthcare Letter
July 8, 2021
Fiat Lux

FEATURED TRADE:

(TURNING THE BIOHACKERS’ DREAM TO REALITY)
(NEO), (AZN), (GSK), (ABBV), (ILMN), (TMO), (TXG), (BLUE), (CRSP), (EDIT)

Mad Hedge Fund Trader

Turning the Biohackers' Dream to Reality

There is a huge possibility that the first person to ever live to a thousand years old has been born in our lifetime.

That’s according to experts on life longevity. They also say that sooner rather than later, we’ll simply be checking ourselves into hospitals or clinics once every decade.

Pretty much how you’d bring your car in for a service, that’s how we’ll keep our bodies working at peak condition for centuries.

As far-fetched as it sounds, it’s undeniable that dreams of achieving immortality are as old as mankind itself.

One of the leading experts on this is the Human Longevity, Inc., which has leading genomics expert J. Craig Venter and billionaire Peter Diamandis as its founders.

Although it’s still not yet a publicly-traded company, Human Longevity, Inc. has been collaborating with cancer diagnostics firm Neogenomics (NEO).

Admittedly, NEO’s $5.32 billion market capitalization doesn’t really boost that much confidence in this company.

However, Human Longevity’s work with a Big Pharma company like AstraZeneca (AZN), which holds a market cap of $158.14 billion, definitely backs up its claims.

Moreover, AstraZeneca and Human Longevity are already halfway through their 10-year agreement that dates back to 2016.

Basically, what Human Longevity does is sequence an individual’s DNA and combine the information with an extensive list of tests to figure out how long that person will live and what steps can be taken to extend his or her life.

More impressively, the company can use the data to predict a budding disease, such as cancer, even before it exhibits symptoms. 

And how much will that cost you?

Right now, the company is charging $25,000 for a comprehensive set of tests and a full profile.

In the end, you’d be given medical information about yourself that amounts to roughly 1 petabyte. For context, that’s 1,000 terabytes or 1 million GB worth of data.

While the cost is definitely high, it’s a good preventive measure to consider if you can spare the cash.

This is because the company can detect the slightest hint of diseases, which are typically at their most treatable phase.

Since the company is founded on the belief that we are all “DNA software-driven species,” it can also determine the disease-producing genes in our systems and use them as “pharmaceutical targets, so that people with those genetic changes don’t die.”

Aside from Human Longevity, another company working on this nice is called Life Biosciences, which was founded in 2017.

Since its launch, Life Biosciences has been acquiring companies left and right to boost its pipelines.

So far, it has at least 6 subsidiaries focused on developing treatments to fight the human aging process.

What makes Life Biosciences different is that it doesn’t focus on the leading causes of death, such as cardiovascular diseases or cancer.

Instead, it tries to figure out what are the underlying causes of the body’s aging. This includes stem cell exhaustion, cellular senescence, chromosomal instability, and even our metabolism.

At their core, Life Biosciences’ belief is that aging itself should not be considered a natural biological result of the passage of time.

Rather, it should be understood as a medical condition—the kind that can be treated in the same way we’d try to find medications or cures for diseases.

While Life Biosciences’ work has yet to earn any FDA approval, the involvement of GlaxoSmithKline (GSK) in its aging research seems to boost confidence in the company’s work.

Apart from GSK, a number of tech billionaires have expressly backed these efforts in the anti-aging field.

The most visible ones include Calico, which is backed by Google and AbbVie (ABBV), and Unity Biotechnology, supported by Jeff Bezos.

While Human Longevity and Life Biosciences have yet to go on IPO, there are already companies working on fields related to life longevity.

The first names that come to mind are the frontrunners of the genome sequencing market, such as Illumina (ILMN), Thermo Fisher Scientific (TMO), and 10x Genomics (TXG).

Smaller companies in this field include bluebird Bio (BLUE), CRISPR Therapeutics (CRSP), and Editas Medicine (EDIT).

Inasmuch as this is difficult to grasp at this stage, there is a massive market for this industry. In fact, the global longevity segment is projected to reach $27 trillion in 2026, which accounts for roughly 20% of the global GDP. 

Meanwhile, the global market for human aging is estimated to reach at least $55 billion by 2023.

And those are just conservative estimates.

Making the public accept the idea behind longevity science has not been easy. Even with Big Pharma names backing these innovative companies, people are still wary of the concept.

After all, surveys show that most people would refuse medical treatments to slow their aging and allow them to live up to 120 or older. It’s not surprising why.

Those respondents probably witnessed how their older grandparents and parents spent their final years in pain and were subjected to invasive medical procedures. That makes the entire idea of living so long horrific to them.

However, the future imagined by these companies is different. Through their research, people can live long and still enjoy active and healthy lifestyles.

At this point, the longevity science space remains a playground dominated by a handful of transhumanists and even biohackers.

Nonetheless, the entry of the most respected researchers and the support from the biggest biopharmaceutical companies across the globe give hope that the promises the industry holds will become a reality soon.

Human longevity

 

human longevity

 

 

 

 

 

 

 

 

Mad Hedge Fund Trader

June 3, 2021

 

Mad Hedge Biotech & Healthcare Letter
June 1, 2021
Fiat Lux

FEATURED TRADE:

ANOTHER BUY-THE-DIP OPPORTUNITY DROPPED IN OUR LAPS
(AMGN), (QGEN), (GH), (AZN), (MRTX), (LLY), (JNJ), (SNY), (JNJ)

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