Dear Reader,
Good morning!
First, to our readers who are veterans, on this Veterans Day I would like to thank you for your service.
We are grateful for your sacrifice and dedication to our country and our freedom.
Second, I’d like to talk today about a big story that came out last week in a technology we have covered for years here that is really like something right out of science fiction.
I’m talking about CRISPR - the technology that allows medical professionals and scientists to “cut” bad genes out of patients and “paste” in new ones.
In a big news story, the New England Journal of Medicine last week announced results of a study:
In 15 patients with severe high cholesterol, treatment that “cut” away the bad cholesterol using this technology was able to reduce LDL (“bad” cholesterol) by nearly 50%.
That’s the #1 killer of adults in the U.S. and worldwide.
It also reduced triglycerides, a type of fat in the blood linked to higher risk of cardiovascular disease, by 55%.
This is a big deal!
We have pills patients take for life to manage these things…
But this is a one-time treatment that can permanently reduce these problems in your body.
Imagine young people with severe diseases who can undergo a one-and-done gene therapy and enjoy better health their entire lives.
It’s kind of a dream come true.
And it’s really interesting how they found this…
It’s actually a genetic mutation.
One in 250 people has their ANGPTL3 or angiopoietin-like protein 3 gene shut off.
People with this non-functioning gene have lifelong levels of low LDL cholesterol and triglycerides without any negative consequences.
They also have exceedingly low or no risk of cardiovascular disease.
These lucky folks have this naturally occurring mutation that protects their bodies against cardiovascular disease, which is really neat.
And now, with this new CRISPR technology, which I like to describe as the ability to “cut and paste” bad genes from your body - other people can now have this mutation.
Obviously, this raises a whole bunch of issues.
This is like X-Men type stuff.
When I was growing up, I’d watch Star Trek and somebody would come into Bones’ office, the doctor’s office, and they’d give him an injection and suddenly he’s fine.
We are now entering that world.
There are roughly 10,000 diseases known to mankind.
The vast majority have a genetic component, and we’ve only uncovered treatments for a few hundred of them.
So we have this massive opportunity…
A multi-trillion-dollar opportunity - it’s as big as AI, really.
Come on - this is going to redefine the way diseases are looked at.
I don’t mean to sound like I am under some delusion of magical thinking here, but the idea is, this technology allows us to “edit out bad genes” or tweak mutations, and see results like we’ve just seen with the bad cholesterol study…
And that we’ve already seen start to work wonders for sickle cell and all these other things.
We already know this really works.
So it is a very big opportunity.
And the best part for us as investors, is that it’s in the biotech sector, which is one of the few sectors where stocks are cheap.
Right now you can find stock bargains in biotech/pharmaceuticals, real estate and energy - there’s basically just three cheap sectors.
But with CRISPR we have this opportunity every bit as big as AI…
With a price that hasn’t taken off yet.
Now, THAT is exciting to me as an investor.
That’s why we just updated our “cut and paste” report where we really deep dive into all the companies at the forefront of this technological breakthrough.
It is very exciting.
I encourage you to check it out.
On this news, I expect these stocks to start to get a lot of investor attention, and you want to be in before the train leaves the station on these.
Go here now for the tickers>>>
Have a great Tuesday, and I’ll talk to you tomorrow.
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