First, I’m a scientist, I base my opinions on public information. I own the stocks mentioned this post. I am not asking for advise. I want make a case for going long on two examples. I hope to give serious insight into biotech value stocks. After covid, better therapies for common diseases will soar. I am doing an analysis bases on science. Here it is:
In cancer, we think of immunotherapies (IOs) and targeted therapies as breakthrough treatments. Unfortunately, most patients are either not eligible to use IOs or relapse after a couple of years and then go into traditional, more aggressive chemotherapies regimes.
When cancer patients are on chemo, they are also medicated with glucocorticoids, which are potent anti-inflammatory molecules. Glucocorticoids suppress the immune system and activate the glucocorticoid receptor (GR), a receptor associated with tumor progression. Stress signaling molecules, like cortisol, also activate GR. Therefore, natural stress and anti-inflammatory medications can work against the standard of care (chemo) in most advanced cancer patient.
Corcept Therapeutics Inc. and ORIC Pharmaceuticals are developing inhibitors of GR. They Are currently running clinical trials of their drug candidates in combination with chemotherapies. By inhibiting the effect of cortisol and glucocorticoids, their drugs could increase the efficacy of traditional chemotherapies. Right now, both companies are running clinical trials on specific cancer types, but their products are potentially useful in many other indications.
CORT and ORIC at set to disrupts the delivery of chemotherapies. This is a huge market segment, since almost every cancer patient end up using ‘flawed’ chemotherapy combinations. I believe these two companies are a great investment target.
In the next few days, Corcept and ORIC are giving public presentations. If you want to invest, do your own due diligence.
My two cents.
Submitted February 04, 2021 at 10:01PM by friends4fun82 https://ift.tt/39LKBhT
