DD Note: Many wrote in to say they didn't receive yesterday's issue. We're re-sending it below. Also, the Premium recommendations referenced below have not yet been published. Premium Members will see them next week. |
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My aunt died in a hospital bed thousands of miles away from her home. |
Pancreatic cancer. They found it relatively early, but, unfortunately for her, she was diagnosed almost 15 years ago. Long before some of the advancements I'm sharing with you today were available. |
Standing in my bedroom in Atlanta, my dad's voice cracking through the phone as he gave me the shocking news, I remember thinking how her mother, my grandmother, also died of cancer years before. |
Yet, here we were as a family losing someone else to this disease so many years later. |
But… |
Something extraordinary is happening in cancer care right now. Something that could make my aunt's death, and millions like it, a relic of a darker medical age. |
We're entering what researchers call cancer's "golden era." |
The personal and human impact of this golden era is hard to quanitfy but we can agree it's massive. |
And while that's the most important part of all this, we can't ignore the fact that if you're not paying attention, you're going to miss one of the most important investment opportunities of our lifetime. |
The Numbers That Rewrote the Rules |
Here's a number that would have seemed like science fiction when my aunt was diagnosed: 90%. |
That's the five-year survival rate for childhood leukemia today. |
Fifty years ago, that diagnosis was a death sentence. Now it boasts a cure rate that would make most infectious diseases jealous. |
But here's the number that really matters: 70%. |
That's the overall five-year cancer survival rate in the United States right now, which, by the way, is the highest in human history. |
We're not just getting better at treating cancer. We're getting better at finding it before it kills you. |
Pancreatic cancer, the same disease that took my aunt, is typically diagnosed at Stage 4, when survival rates hover around 3%. Catch it at Stage 1A? Survival rates exceed 80%. |
Everyone knows that's a big deal. The difference between a 3% chance and an 80% chance isn't the cancer itself. It's when you find it. |
And we're about to find it a lot earlier. |
The Machines That See What Doctors Miss |
Last September, Immunovia launched PancreaSure. |
It's a blood test that detects Stage 1 and Stage 2 pancreatic cancers. Not Stage 4, when you're already dying. Stage 1, when you can still be saved. |
Northwestern University and the University of Pennsylvania are already using it. |
But that's just the beginning. |
Researchers at Cambridge and Imperial College London trained an AI system to identify 13 different cancer types using DNA methylation patterns. With an accuracy rate of 98.2%. |
Picture this: A single drop of blood. A machine analyzes it. Minutes later, it tells you with near-perfect accuracy whether you have cancer, what kind, and how advanced it is. |
I know this sounds like some type of science fiction, but it's happening now, in labs and clinics today. |
At The Neuro in Montreal, an AI model achieved 85% accuracy in detecting metastatic brain tumors across more than 130 MRI scans. |
These are tumors that human radiologists miss. Tumors that grow silently until they steal your speech, your memory, your life. |
The machines are seeing what we can't, and while that's impressive, there's more. A lot more… |
Smart Bombs for Cancer Cells |
Early detection is only half the equation. The other half is what happens after you find the cancer. |
This is where things get remarkable. |
Antibody-drug conjugates (ADCs) work like smart bombs for cancer cells. |
They use a monoclonal antibody to find and attach to specific cancer-cell antigens, then release chemotherapy directly inside the tumor while leaving healthy tissue alone. |
In the Phase 3 TROPION-Breast02 trial, a TROP2-targeted ADC outperformed traditional chemotherapy as first-line therapy for advanced triple-negative breast cancer. |
Enhertu has shown tumor shrinkage in approximately 82% of HER2-positive cases. |
Morgan Stanley estimates the ADC market could surpass $140 billion within the next 15 years. |
But ADCs are just one weapon in the new arsenal. |
CAR-T therapies reprogram your own immune cells to hunt blood cancers. |
Success rates for some lymphomas? 70% to 90%. What this means, in practical terms, is that stage-four cancer is no longer automatically terminal. |
Cancer vaccines are advancing through late-stage clinical trials. |
Moderna and Merck launched global trials for a melanoma vaccine. Phase 2b results showed nearly 50% reduction in recurrence or death when combined with checkpoint inhibitors. |
And here's the one that hits closest to home for me. |
BioNTech and Genentech found that about half of pancreatic cancer patients in a recent trial responded to a personalized mRNA vaccine. |
Some remained cancer-free for over three years. |
Three years. Cancer-free. From pancreatic cancer, which, as you might know, has always been known as a guaranteed death sentence. |
My aunt didn't have three years. She had months, and all I can do is imagine what could have been. |
The Mispricing Most Investors Are Missing |
Here's what most people are missing right now. |
Cancer is transforming from a death sentence into a chronic disease. |
That shift creates an entirely new economic category. |
Not just treatment, but management. Not just survival, but quality of life. Not just hospitals, but an entire ecosystem of diagnostics, therapeutics, monitoring, and long-term care. |
The companies positioned at the center of this transformation are going to generate returns that make today's AI darlings look modest. |
Let me show you where the smart money is going. |
My team at Moonshot Minute is working hard to put together a portfolio of companies to recommend. |
The first company we're looking at recently received FDA Breakthrough Therapy Designation for one of its cancer therapies, based on Phase III results showing a 57% improvement in progression-free survival. |
When the FDA fast-tracks your drug, they're telling you something. |
The second is a company that's quadrupling production of its cell-therapy cancer treatments by 2026. |
They're also expanding their oncology pipeline through a collaboration with a major biotech to develop tri-specific antibodies. |
Next, we're researching a company that provides the next-generation sequencing technologies that identify genetic mutations in tumors. |
Without their equipment, precision oncology doesn't exist. They're the picks and shovels of the cancer revolution. |
And finally, there's a ticker that specializes in cellular imaging and gene editing essential for early-stage cancer drug discovery. |
Every breakthrough drug starts somewhere, and it's often in a lab using this company's tools. |
Each of these is an infrastructure play on a transformation already underway. |
If you're not a Premium Member yet, you'll want to decide on joining now before we release our latest portfolio of recommendations. |
The Window That Won't Stay Open |
I've spent nearly 15 years thinking about my aunt's death. About the unfairness of timing. About the randomness of who gets saved and who doesn't. |
Here's what I've learned: the future doesn't arrive all at once. |
It seeps in slowly, through research papers, clinical trials, and FDA approvals that most people never read. |
By the time the headlines catch up, the opportunity has passed. |
We're in that window right now. The window between breakthrough and mainstream. Between "experimental" and "standard of care." The type of care I wish my aunt had. |
The market is still pricing cancer as a death sentence, not a manageable condition, but that mispricing won't last. |
Early last year, I warned Moonshot Minute readers that the market was mispricing silver, metals, and other commodities. |
Fast forward less than a year, and that call handed us SIX (6) triple-digit winners. |
Of course, I can't guarantee the same outcome here, but I do know that mispricings typically don't last long. |
If you want to position yourself for what's coming, start by understanding the landscape. |
Read the clinical trial results. Follow the FDA approvals. Watch where the big pharmaceutical companies are placing their bets. |
And consider adding exposure to the companies I mentioned above by becoming a Premium Member today, before we release our list of recommendations. |
My aunt didn't get to see this future. But my children might live in a world where cancer is no more frightening than diabetes. |
Where a blood test catches what used to kill, and a vaccine prevents what used to spread. |
That world is being built right now. |
The only question is whether you'll be part of building it or watching from the sidelines while others do. |
Double D |
P.S. Here's a screenshot of the current Moonshot Minute Portfolio. I've blurred out the tickers since that information is only for Premium Members, but you can see how we've done so far: |
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In today's Premium Section, while we finalize our research in the health and biotech recommendations above, you'll find a brand new recommendation we're putting our money in during the current explosive stage of the copper boom. | I hope you've been paying attention because many of our picks are currently beating the S&P by up to 4-to-1 this year. | Most financial newsletters charge $500, $1,000, even $5,000 per year. Why? Because they know they can. | I don't. | I built my wealth the old-fashioned way, not by selling subscriptions. | That's why I priced this at $25/month, or $250/year. | Not because it's low quality, but because I don't need to charge the typical prices other newsletters charge. | One good trade, idea, or concept could pay for your next decade of subscriptions. | The question isn't 'Why is this so cheap?' The question is, 'Why would I charge more?' | 👉 Upgrade to Premium Now | P.S. If this newsletter were $1,000 per year, you'd have to think about it. | You'd weigh your options. You'd analyze the risk. | But it's $25 a month. | That's the price of a bad lunch decision. | And remember, just one good idea could pay for your subscription for a decade. | 👉 Upgrade to Premium Now | |
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