We're entering the platinum age of health care...
Just this year, a small study at the Memorial Sloan Kettering Cancer Center in New York City made medical history.
The group was conducting a study using an experimental drug called dostarlimab to treat colorectal cancer. After six months of treatment, all 18 of their patients with colorectal cancer went into full remission.
Dr. Hanna Sanoff of the University of North Carolina's Lineberger Comprehensive Cancer Center told NPR that she was incredibly optimistic about the results... and that researchers had never seen anything work in 100% of people in cancer medicine.
This drug does not attack cancer directly. It teaches your own immune system to go after and kill the cancer. Now, this was a very small study and more work needs to be done – a larger study is planned. But it has researchers excited about what the future may bring for cancer treatments.
What's more, breakthroughs like this will be increasing in frequency.
Health care and medicine are taking off exponentially. New therapies, methods of drug development, payment mechanisms, and even the real estate of health care offer vast investment opportunities that are only increasing.
A unique combination of technology, drug development, genetic understanding, massive new private investment, government funding, and more is on the verge of forever changing how we live and the quality of that life.
Scientists are doing things like hacking sheep embryos – turning off their ability to grow certain sheep organs, and then, in theory, inserting human genes instructing the embryo to grow a kidney or heart. This "replacement part" would be the exact genetic match of the donor.
In a 2017 Washington Post article, Craig Venter – the researcher who first sequenced the human genome – said:
Recent leaps in the biosciences, combined with big data analysis, have led us to the cusp of a revolution in medicine. Not only have we learned to read and write the genetic code, now we can put it in digital form and translate it back into synthesized life. In theory, that gives our species control over biological design.
Imagine a world where we could grow replacement parts for our bodies that would not be rejected by our immune system nor require a lifetime of antirejection medications. Now imagine being able to invest in those companies.
That time is almost here.
In the U.S. alone, health care is a $4 trillion market (and growing). Every single one of us is a customer. We always need health care – in good times and bad. And that means this massive industry is going to keep growing no matter what.
It's complex, expensive, and confusing to access and pay for. It's also full of emotion and can be scary at times. That keeps a lot of investors away from the industry.
But these reasons are exactly why we want to invest today.
Today there is a tremendous buying opportunity in health care stocks with many great businesses trading for ultra-low valuations. I'm going on record saying this is one of the best moneymaking opportunities I've seen in my decades long career.
To help me navigate the complex world of health care, I've put together a team of experts...
First, Thomas Carroll is a health care investing legend. Fortune magazine once named him the No. 1 health care analyst in the U.S. He holds a master's degree in health care finance from the Johns Hopkins Bloomberg School of Public Health.
Tom spent 17 years as an analyst and managing director for Legg Mason and Stifel Financial, with $752 billion in assets under management. And he has won the industry's top awards, including Fortune's All-Star Analyst Award and the Wall Street Journal's "Best on the Street" Award, twice.
I've also teamed up with John Engel. John is a former research scientist and world-class tech and biotech analyst. He holds a Master of Science from Johns Hopkins University and went on to work in biotechnology startups and world-renowned pharmaceutical companies.
In other words: John actually did the types of laboratory research that we're most excited about today.
I've never been more excited about investing in health care. In a few years, I'm sure some of my biggest winners will be from this sector.
I'm so bullish that I recently sat down on camera to discuss the opportunity in health care. Again, this is one of the best buying opportunities I've seen in my career.
What We're Reading...
- Buy health care stocks if you want to beat surprise scourge of deflation.
- Something different: Yellen says the U.S. and its allies should use "friend-shoring" to give supply chains a boost.
Here's to our health, wealth, and a great retirement,
Dr. David Eifrig and the Health & Wealth Bulletin Research Team
July 20, 2022