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Kennedy Brain Cancer Solutions Delayed by Health Care Bill

|Includes: AGEN, BVTI, CASC, CLDX, CVM, DNDN, GNBT, ImmunoCellular Therapeutics, Ltd. (IMUC), MNTR

81% of brain cancer patients with not yet approved cutting edge therapy have survived, but Senator Ted Kennedy did not.  So, it is a sad irony that the late Senator's name is invoked to promote a health care bill that will delay the approval and introduction of the same cancer breakthroughs that could have saved him.

As the creator of the Cancer Immunotherapy Index, I am often asked about the impact of the current health care bill.  I can report to you the adjustment to throttle back some leading cancer developments has already started.  At a recent medical conference the oncology panel cautioned biotech company CEOs to avoid developing cancer therapies that are only somewhat better than existing therapies.  The panel warning is that the new health care bureaucracy will look to medical price and not approve government payment for incremental improvements, especially if more costly.

The reality is that most medical innovations are incremental and initially more expensive. The imposition of centralized payment decision making will inherently retard medical progress.  In contrast, on a regular basis I talk to PhDs that visualize and test the molecular, complex protein and cellular interactions that step-by-step are bringing to the market the key to cancer control.  In particular, cancer immunotherapy shows great promise by teaching the body's own immune system to be able to see and then attack cancer cells.

Mentor Capital, Inc. (Pink Sheets:MNTR.PK) pushes our inquiry into these medical innovations to the limits of human knowledge.  Well before FDA authorized trial results are available, we allocate investment capital to the future medical winners.  Without modesty, we believe that no bureaucracy can as well predict the best medical advances as we and others with a direct financial interest are doing.  The companies in our Cancer Immunotherapy Index include Immunocellular Therapuetics, Ltd. (OTCBB:IMUC), Dendreon (NASDAQ:DNDN),  Oncothyreon (NASDAQ:ONTY), Antigenics (NASDAQ:AGEN), Biovest International (Pink Sheets:BVTI.PK), Celldex Therapeutics (NASDAQ:CLDX), Northwest Biotherapeutics (OTCBB:NWBO), CEL – SCI Corp. (AMEX:CVM) and Generex Biotechnology (NASDAQ:GNBT) as a proxy for its wholly-owned immunotherapeutic subsidiary, Antigen Express, and Quantum Immunologics, Inc. a private company.

In the future, based just on the above companies in our immunotherapy portfolio, we see most every cancer that develops being able to be controlled by a cancer immunotherapy vaccine.  The reseeding of cancers, the process that ultimately ended Senator Kennedy's life, may also routinely be eliminated.  Importantly, the horrors of brutal surgeries, sickening chemotherapies, and  general cell killing and mutating radiation may well just become tragic memories from the period of primitive cancer treatment.

To usher in the modern cancer era, Mentor Capital will continue to invest in the best companies in the Cancer Immunotherapy Index.  Our purpose is to accelerate the process to make cancer a manageable rather than a terminal disease.  MNTR calculations indicate that the combined CI Index companies overall will grow by 1,200%.  Without government controls, our portfolio companies have gained at a 100% annualized rate, and will continue to advance the best cancer solutions at flank speed.  With more government intervention,  the cancer fighting companies will more cautiously proceed as they attempt to guess what will be covered by the health care bureaucracy. 

 The doctors for Kennedy's brain cancer from Massachusetts General Hospital said, "The usual course of treatment includes combinations of various forms of radiation and chemotherapy."  I shudder at that pronouncement.  The goal that our MNTR shareholders are funding is to soon see headlines that announce, "The patient's immune system targeted the cancer and it is now in remission.  Standard follow-on stem cell cancer therapy should prevent any recurrence.  During treatment, the patient felt only mild flu-like symptoms."

This great news for us all is the product of medical genius. The already triggered anticipatory delays to this development give an early signal that should weigh against layering bureaucratic oversight over these, our brightest and best cancer solutions. 

 



Disclosure: Long and Regularly Add to Position in All Companies in the Cancer Immunotherapy Index and MNTR