Ivermectin Cancer Breakthrough
Erin Khoo@erinkhoo
The idea
I believe ivermectin and its analogs could become real cancer treatments, so this basket owns the pieces positioned to benefit if that plays out: the drugmakers running trials pairing it with checkpoint inhibitors, the generic and compounding companies that would supply it cheaply at scale, the animal-health manufacturers who already produce it in volume, and newer melanoma and drug-discovery names standing in for ivermectin-based compounds not yet on US exchanges. No single name dominates, and I keep 11% in cash to add when trial news causes dips.
What will be bought
- Off-patent drugs are sold through generic manufacturers and compounders, whose volumes rise when doctors begin prescribing for new uses like cancer. · Teva Pharmaceutical Industries Ltd.It is the world's largest generic drugmaker positioned to supply ivermectin at low cost and high volume if cancer prescribing grows., Hims & Hers Health, Inc.It sells compounded drugs through online doctor visits, a direct channel for distributing custom ivermectin combinations to patients willing to seek them., Amneal Pharmaceuticals, Inc.It makes generic drugs in the US and would supply affordable ivermectin and similar antiparasitics if cancer demand develops., Viatris Inc.It manufactures and distributes generic drugs globally, positioning it to produce and ship ivermectin at scale if cancer demand emerges outside the US., Dr. Reddy's Laboratories LimitedIt makes both finished generic drugs and raw active pharmaceutical ingredients in India, one of the few locations producing ivermectin-type drugs at large scale., LifeMD, Inc.It operates online doctor visits and prescription services, a distribution channel for patients seeking ivermectin-based cancer treatments once physicians adopt them.32%
- These companies are already testing ivermectin alongside their own cancer drugs, positioning them to benefit if the combination proves effective. · Agenus Inc.It paired its PD-1 immunotherapy drug with high-dose ivermectin in a cancer trial, making it the most direct listed exposure to ivermectin's effectiveness alongside checkpoint inhibitors., Merck & Co., Inc.It discovered ivermectin and sells Keytruda, the checkpoint drug being combined with ivermectin in cancer trials, so any boost to that combination would increase Keytruda usage., Bristol-Myers Squibb CompanyIt makes Opdivo and Yervoy, checkpoint drugs widely used in melanoma, making it a natural partner if ivermectin combinations prove effective in that setting.26%
- Ivermectin production is concentrated among a small number of manufacturers, primarily in the animal-health sector, so supply capacity becomes valuable if cancer demand grows. · Zoetis Inc.It is the largest animal-health company and produces antiparasitics in enormous volumes, representing one of the few sources of large-scale ivermectin manufacturing capacity., Elanco Animal Health IncorporatedIt is a major producer of antiparasitics for animals and already operates the plants needed to manufacture ivermectin-type drugs at scale., Phibro Animal Health CorporationIt manufactures animal drugs in its own facilities and represents one of the smaller group of companies with bulk antiparasitic production capacity.17%
- Developers of melanoma treatments and drug-design companies represent the closest listed bet on new compounds similar to ivermectin for skin cancer applications. · Iovance Biotherapeutics, Inc.It sells a melanoma cell therapy and represents the melanoma market segment that new ivermectin-based or similar treatments would target., Recursion Pharmaceuticals, Inc.It uses computational methods to identify new uses for existing drugs and design new versions, the approach that creates ivermectin analogs and similar compounds., Replimune Group, Inc.It develops a melanoma treatment designed to combine with checkpoint drugs, the same combination strategy being tested with ivermectin., Immunocore Holdings plcIt sells a drug for uveal melanoma and represents the development of new treatment approaches in the melanoma market.14%
- Cash11%