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Leonard Yaffe
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I am an MD by background who runs a healthcare hedge fund. I worked as a sell-side medical analyst for 20 years, covering pharmaceuticals, medical devices, PBMs and drug distributors.
  • "There's Something Happening Here" Or "This Is The Dawning Of The Age" 3 comments
    Jun 20, 2014 11:52 AM

    During the 1970s and 1980s, pharmaceutical treatment of cancer involved chemotherapeutic agents that essentially killed everything, but was preferential for faster growing cells. Over the past two decades, advances allowed the more specific targeting of tumors, but still with significant side effects, as they were often used in combination with older drugs, and in many cases, only a slight increase in overall survival. As I stated in my 2014 predictions, I believe that we are entering the third phase of oncology drug development. This will involve more specific tumor targeting of metabolic pathways and mutations, resulting in greater efficacy and a much more favorable side effect profile. These new agents will greatly impact treatment next decade, but from an investment standpoint, I reach the same conclusion I did regarding Hepatitis C pharmacotherapy in 2012-It is a "must investment".

    Len

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  • danleeg
    , contributor
    Comments (79) | Send Message
     
    Recalling our 3 hour oncology lectures during pharmacy school, I remember our professor distinctively pausing while changing to a new subject: "Rituxan changed... everything when it was approved" I remember she said it with unusual emotion and sincerity, then proceeded to advance through material as usual.

     

    Later we studied Herceptin, Erbitux and Avastin, all of which had dramatically changed status quo.

     

    I too see a transition from the golden age into the modern age of immunopharmacology. Every possible target will have an experimental mAb... Every cluster of differentiation, every cytokine, every receptor. I am predicting quasi-exponential growth in absolute number of mAb agents available on the market.

     

    Older weapons of mass destruction will be delivered with precision by mAbs or other trojans akin to the advent of laser guided bombs.

     

    Pills will replace infusions from hell as small molecule drugs continue to find new cancer-related enzymes to inhibit.

     

    T cell programming begins its golden age... and potential is written all over it!
    21 Jun 2014, 11:06 AM Reply Like
  • CMPMD
    , contributor
    Comments (119) | Send Message
     
    One of my favorite quotes from pharmacology in med school that I often repeated to patients was: "Medications are poisons with desirable side effects." Never did that seem so true as when a patient was on chemotherapy. So LSYMD and danleeg, let's hope you're both right.

     

    Also LSYMD, I appreciate the opinions you offered here related to Hepatitis C and GILD that helped me get in before its ascendence. Where should I send the check...?
    21 Jun 2014, 11:53 AM Reply Like
  • Leonard Yaffe
    , contributor
    Comments (152) | Send Message
     
    Author’s reply » my pleasure...should you want to invest in my fund, you are welcome...otherwise, there are several charities I am partial to...many thanks, Len
    22 Jun 2014, 09:54 PM Reply Like
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