Monoclonal antibodies should become the best selling drug in the world

While mRNA vaccines are currently the best selling drug in the world, they are not that safe and can lead to death and disability.  Monoclonal antibodies are actually the #1 intervention for COVID because they are both safe and effective.  Unfortunately for monoclonals, their broader adoption is held back by 2 false narratives:

1. COVID vaccines are safe.
2. Monoclonal antibodies duplicate what vaccines do.

Should the political winds change and my heretical viewpoints become mainstream, monoclonal antibodies could generate $200B+ every year.  Regeneron Pharmaceuticals, which has rights to the #1 monoclonal antibody treatment, has a market cap of only $69B.

COVID update: vaccine apartheid + the mRNA stocks are better than the shots

• Vaccine coercion is having some effect on the economy as Southwest Airlines and many other companies are going out of their way to create a labour shortage problem with mandatory vaccination.  I don’t know if the vaccine apartheid madness will turn into a world-changing issue but it could have consequences for the political stability of the Western world, trust in doctors, and demand for pharma products.
• Most people have such a low risk of dying from COVID that the risk of death shouldn’t matter.  Instead, their main concern should be disability from COVID or the vaccine.  Yes, disability is a side effect of the COVID vaccines.
• Biontech (BNTX) looks undervalued because at least 2 booster shots every year looks like the new normal.  Their product may be terrible for your health but the stock may be wonderful for your wealth.
• Most of humanity will catch the coronavirus but probably only 5-20% of the population in developed countries will test positive every year.

Long COVID, which is sometimes caused by vaccines, can be effectively treated

Information about ivermectin and vaccine injury is being censored, so here’s what you should know:

• Long COVID can be treated with drugs and avoiding too much exercise.  Prompt treatment of COVID with ivermectin likely decreases the risk of developing long COVID.
• Vaccines seem to cause a version of long COVID that responds to long COVID treatment.
• It will eventually become clear that the current COVID-19 vaccines aren’t quite as safe as we originally thought. 

While I have been very bullish about mRNA vaccine stocks in the past, it would be a good idea to dial back that optimism (especially because the stocks have doubled lately).  For most people who have low COVID risk, booster shots likely cause more harm than good.  The various safety issues will greatly reduce vaccine usage.

The obsession with vaccines will eventually die down.  My interest is shifting towards the underappreciated early treatment market.  As most of the world will be forced to live with COVID, a massive market for early treatment will emerge.  Regeneron (REGN) is the most promising beneficiary.

Vaccines don’t work as well in old people. Some will still die despite protection from vaccines.

It is now looking like vaccines are less effective in people 50 or older, who make up almost all coronavirus deaths.  Vaccine effectiveness against death is more like 79% than 100%.  That aspect of vaccines will not live up to its hype.  Dying from COVID-19 will remain a problem.

I don’t know how this will impact the economy and how people will behave.  The coronavirus has been heavily politicized so it is hard to predict how the political winds will shift.  A safer prediction is to bet on COVID treatments doing well.  It looks like (A) most of humanity will get the virus and (B) old people are still at risk of dying.  This is the right environment for a massive COVID treatment market.

The Fraud Industry part 3: Money laundering

While money laundering is illegal, it often leaves behind a paper trail behind that investors can uncover.

Also, it has led to interesting scenes from the movie The Wolf of Wall Street.

The Fraud Industry part 2: Reverse mergers are scams + shady transfer agents

The SEC has a bunch of rules that make it more annoying to run a pump and dump.  This has spawned a mini-industry of professionals who help pump and dumpers exploit the loopholes in those rules targeting reverse mergers, which is the most common vehicle for pump and dumps to be listed.

The sketchy transfer agents will publish guides on their website about what they are and aren’t willing to do when it comes to their clients getting around regulations such as Rule 144.

The Fraud Industry part 1: It takes a village to raise a fraud

Pump and dump is its own industry with industry conferences and specialists who provide helper services like shady legal advice, illegal transfer agent services, stock promotion, etc.  This industry operates a lot like other industries, except some effort is made to conceal their activities.

In this series of blog posts, I will go over how the industry works and how you can figure out the interconnections between industry players.  Industry insiders consistently use the same service providers: lawyers, accountants, investment banks, brokers, stock promoters, investor relations firms, and transfer agents.  All of that leaves behind a footprint that you can use to sleuth out connections behind the industry’s output.

This series will go over:

• How to quickly spot a pump and dump.
• How you can bet against these stocks and why you shouldn’t do it.

Most of humanity will catch the coronavirus + surgical masks won’t help

Many people have developed preferred positions on the coronavirus and will stick to those positions regardless of evidence.  I accept that I will probably alienate those people.  However, we don’t need to hurt ourselves with crazy views on the coronavirus.  We don’t have to become overly obsessed with partisan politics, worshipping science as a religion, or trying to look smart by saying that we oppose fear porn.  It’s important that we talk about the coronavirus and start getting to the truth.

• Surgical masks have very little or no effect on becoming infected.  A lot of people will not want to hear it but that is what the evidence is saying.
• Health authorities know very little about what works because very little research is being performed (unless that research involves vaccines or therapeutics).
• mRNA vaccines will not end the pandemic.
• We have effective tools against the coronavirus.  However, for political reasons, many countries will not adopt all of those tools.
• We are probably going to have to live with the coronavirus.

I think that the future will be… different… rather than bleak.  Vaccines and advances in early treatment might allow society to operate with fewer (or even zero) social restrictions.  However, the virus will be a part of our lives and change how we behave.  Work-from-home, online shopping instead of in-person shopping, not travelling internationally, etc. will likely stick around at lower levels.

Ivermectin will be huge in the fight against COVID

I told you about aerosol transmission roughly a year before the WHO and the CDC stopped suppressing that truth and told you about it.  Now I’m going to tell you about ivermectin.  Some parts of the world are currently using ivermectin to:

1. Prevent COVID-19.  Taken regularly, the drug reduces the chance of getting infected by roughly 79%.  However, there isn’t a lot of great data at the moment.
2. Treat COVID-19.  The drug reduces the chance of dying by roughly 62%.

Currently, there is a huge political war against using ivermectin that will greatly delay its adoption around the world.  It is what it is.  The politics surrounding those battles are actually reasons to be bullish about publicly-traded pharma companies making COVID-19 treatments and vaccines.  The current system is corrupt, supports the profitability of the pharma industry, and has bamboozled the public into wrongly assuming that COVID-19 will magically go away.  Investors may be massively underestimating the growth of vaccines and monoclonal antibody treatments.

Ultimately, ivermectin is good news for humanity.  We have a proven, highly effective drug that will allow societies to operate with fewer social restrictions than what we’ve seen so far.  I don’t think the coronavirus pandemic will turn into a coronapocalypse because the world will slowly and eventually figure things out.

Scientists expect the coronavirus to evolve more resistance against vaccines

Scientists have been studying the evolution of SARS-Cov-2 through experiments on cell cultures.  In a laboratory setting, the virus quickly evolves resistance to antibodies when challenged by them.  A mainstream view among evolutionary scientists is that the coronavirus variants will develop even more vaccine resistance than what currently exists.  However, the theoretical work may not necessarily translate to the real world because there are some limitations to the science.

Key points:

1. We should be realistic about what science can and can’t tell us.  We don’t have great science that will help us confidently predict the outcome of the pandemic.  The optimism about a return to normal life is risky.
2. One possible outcome is that more vaccine resistance emerges; humanity will likely be able to fight this with vaccine updates and more frequent vaccination.  Between vaccines and improvements in other interventions, the deadliness and transmissibility of the disease should be significantly lower going forward.  However, life won’t fully return to normal.