Biotechs Meet Anti-Aging Challenge

Featuring Patrick Cox

Patrick Cox of Mauldin Economics is a macro economist and an expert in the sphere of biogerontology and these disciplines combine as the world faces up to the inverted demographic pyramid. In this fascinating interview, Patrick outlines the incredible investment opportunity in anti-aging medicine and biotechnology, with the ability to repair the old age dependency ratio, demonstrating how investors can benefit from the science behind gene regeneration and the likely destruction for traditional pharmaceuticals. Filmed on May 23, 2017, in Orlando.

Published on
6 July, 2017
Topic
Technology
Duration
56 minutes
Asset class
Equities, Commodities
Rating
33

Comments

  • MS

    Mark S.

    6 10 2017 14:25

    5       2

    Evidenced based medicine has debunked nearly every claim advanced by Mr. Cox in this interview. He is most certainly a part of the alternative medicine crowd who ascribe supernatural powers to common elements. His quote "the hottest area in venture capital right now is anti-aging". False. It's in immunotherapy and CAR-T therapy. He uses made up terms like "super-ager", which is a word that is not found in any medical dictionary. He even goes so far as to make the utterly inane claim that "we can prevent the disease state...although that's very radical medicine". This is the siren call of any true quack. He further claims that "the evidence is, in fact, that we can reverse aging". False. There is not a single published double-blind, placebo driven clinical study of any compound that supports the claim that aging in humans can be reversed. Real Vision, please stick to the incredible work you do in the field of economics and investing. Giving a platform to quacks such as Mr. Cox only serves to detract from the fine reputation you've built for yourselves in a very short time.

    Sources, "Emerging Therapeutic Investing & Deal Trends" 2016 (https://www.bio.org/sites/default/files/BIO%20Emerging%20Therapeutic%20Company%20Report%202007-2016.pdf)

  • SS

    Steve S.

    5 10 2017 12:50

    0       0

    I've been watching this field since David Sinclair first did his resveratrol studies. I did a four-day IV therapy of NAD and afterwards didn't need reading glasses for about 3 weeks. I still take an injection of NAD every few days. I get fantastic energy from that

  • CG

    Clifford G.

    20 8 2017 15:36

    1       1

    worth keeping an eye on zerocater and ambrosia as well.

  • DH

    Daniel H.

    27 7 2017 04:21

    3       0

    This was so interesting. As much as I appreciate Financial Macro talks; these other areas: BioTech, FinTech, AgriTech et. al. are game changing and would love to see more.

  • JK

    Jan K.

    23 7 2017 20:49

    1       0

    Fascinating

  • MA

    Melanie A.

    20 7 2017 00:08

    0       0

    Fascinating - please bring him back! Although, gosh, another 20 years? My retirement calculations are already stretched! I'm a big believer in Vitamin D and sunshine for health (and testosterone levels for those who care).

    • SS

      Steve S.

      5 10 2017 12:52

      1       0

      Read about NAD. You can take niagen, an inexpensive supplement that is a precursor to NAD. You can also take NAD directly which I have done. I went to Springfield Wellness in Louisiana for that.

  • MC

    Matt C.

    12 7 2017 06:28

    0       0

    Don't mean to be the negative Nancy by it seems inevitable that gene based discrimination will occur more frequently in the future re. insurance companies vetting clients at a whole new level. Par for the course I guess. Interesting times ahead.

  • EK

    Eric K.

    11 7 2017 01:50

    2       0

    This is near the top on one of my favorite videos on RealVision, maybe because I'm really interested in health. He knows so much about the sector. Only thing is when he talked about the mice connecting through their circulatory system they get older and younger, I bet this will become a thing for the ultra rich using children to become younger..

  • FH

    Frank H.

    10 7 2017 21:45

    2       0

    Vitamin D-3...enough said.

  • AS

    Abi S.

    10 7 2017 16:58

    1       0

    Interesting piece. I think all these investments are risky and one needs to take a real portfolio approach. Also the discussion on the "death of biotech" is not accurate in my view as many of the diseases (cancer, CNS) are multimodal and will take a lot of innovative solutions to reach a point of eradication

  • PB

    Pier B.

    10 7 2017 08:36

    1       0

    Having heard Jim Mellon speak on the subject at a financial conference I definitely think this is the future for the Biotech space. Two of his stocks which he got into in the early stages made 3000+ % in 3 years and since the conference which was in May one of them has put on another 50%.

  • VM

    Vincent M.

    10 7 2017 00:35

    6       7

    When he said... that after 1 year a startup is in efficiency mode i stopped the presentation. Clearly never ran a startup. Typical Mauldin crony... talks a lot says nothing.

  • RH

    Robert H.

    9 7 2017 12:02

    0       0

    One of the companies that is poised to kill cancer off is Northwest Bio, NWBO. Phase 3 trial data for GBM (brain tumours) will be read soon and overall survival is off the chart. Data still blinded but public record that 1/3 of patients are still alive at around 20-23 months vs standard f care that gives 15 months. Market pricing in total failure and giving all assets and IP value of zero, but data strongly suggests success. The disparity between market price and the publcally known data is staggering

  • BA

    Brandon A.

    8 7 2017 22:51

    0       9

    I liked that Raoul mentioned euthanasia but unfortunately the conversation stopped there. I hope America continues to accept euthanasia as a respectable and pragmatic way to die. Watching this interview was somewhat painful for me. The guest doesn't really seem like he knows much about anything. I like that you have some content on health but the guest was disappointing.

  • CH

    Colin H.

    8 7 2017 17:35

    0       0

    Fascinating

  • AH

    Andreas H.

    8 7 2017 11:19

    1       0

    great interview

  • AH

    Andreas H.

    8 7 2017 10:54

    1       0

    mill. are much bigger then Xers!!!

  • TW

    Tim W.

    8 7 2017 00:39

    2       0

    well done Raoul, fascinating topic, agree is timeline is probably a bit aggressive, but hope not!

  • jb

    james b.

    7 7 2017 21:49

    12       0

    Is there any chance that you could release links to the research papers that provide evidence for the claims in this interview??

    • SS

      Steve S.

      5 10 2017 12:54

      0       0

      All this is pretty widely known. I have followed this for years. If you just Google rapamycin and Metformin, you can find plenty of information

  • SS

    Steven S.

    7 7 2017 20:51

    4       0

    It would be great if RV could do a whole segment on CRISPR cas9 - real time, lower cost, highly accurate; living DNA editing. This will change the world in a wide array of topics for better or worse.....

    • SS

      Steve S.

      5 10 2017 12:55

      0       0

      Yes. A lot will come from crispr. Also from eradicating sensient cells

  • SC

    Shane C.

    7 7 2017 18:18

    1       0

    Raoul is dead on with the older nuclear family way. It doesn't always mean they have to live in the same house or the next bedroom. People build second wings to their homes, build on their property, etc...I know it sucks, but it's not an awful option. I have several clients in the process of doing this now for their parents (building on their property.)

  • FG

    FundamentalAnalysis G.

    7 7 2017 17:41

    2       0

    Roaul mentioned a great point about certain cultures and looking after parents etc.... this traditional way of life in many countries is breaking down to some extent. I don't think Patrick comes from that type of background to comprehend the whole living with parents, who look after grandkids and in children/spouse look after their parents in their old age. In fact many grandparents from these societies are more then happy to actually go, once they've reached a certain point, they have no desire to continue living for years and years on end. I've noticed western "forward" thinking societies to hold that view where some have this weird desire to live longer. Regardless of the age people die, I know people don't want to live with health issues, so that area is interesting from an investment point of view.

  • OD

    Oleg D.

    7 7 2017 16:26

    10       0

    "Cancer will be as treatable as a cold in five years". Can anyone pls point out a cold medicine that works rather than just easing symptoms?

    • FS

      Fred S.

      23 7 2017 13:43

      0       1

      Time

  • JS

    John S.

    7 7 2017 16:06

    6       0

    I wonder how many people paused the playback for the purpose of taking a vitamin D supplement. I did.

    • SJ

      Sophie J.

      7 7 2017 16:09

      4       0

      no but i certainly doubled my intake afterwards :)

  • RW

    Richard W.

    7 7 2017 14:19

    2       0

    The guys got religion!
    "28 Sep 2016 - The data suggest that prostate cancer patients treated with radical radiotherapy may benefit more from metformin" - hardly the eradicator of all cancers

  • DP

    David P.

    7 7 2017 12:46

    11       0

    Patrick Cox has been hyping biotech penny stocks for years. Hard to take him seriously. He pushed Star Scientific for years until it went bankrupt.

  • PU

    Peter U.

    7 7 2017 09:46

    6       0

    I am in the trust but verify camp on about everything. With regard to this topic (aging and health issues), I have listened for over 40 years about the promises of modern medicine. We have improved the quality of life and health but there is no efficacy yet to extending the average lifespan of the human cell, ergo our lifespan. Still waiting on the material upside from say mapping the human genome.

  • MR

    Marten R.

    7 7 2017 09:29

    7       3

    If the problem is disease, then the cure is whole food, plant based diet.
    https://www.forksoverknives.com
    I watched Forks Over Knives documentary (Netflix) and did some associated reading.
    The evidence is compelling.
    Animal protein (meat/fish/dairy) 'switches on' various forms of cancer and when added to fat, sugar, salt and portion size, (Western Diet) leads to all manner of entirely preventable disease (t2 diabetes, coronary heart disease, etc.)
    Watch the documentary, I did, and became a whole food plant based convert the next day.
    From an economic pov, the reason 'the numbers' don't stack up, is because welfare state governments spend +30% of their tax revenues on 'health' care. Reduction of this demand would make a HUGE difference. (be it spending on young or old).
    The business model of the sickness industry is to treat symptoms. Not develop cures.
    Unfortunately, this was also the tenor of this interview.
    Get long starch.
    Get long plant based milk.
    Get long meat substitutes (made from plant based ingredients).
    MR

    • DB

      Darko B.

      9 7 2017 07:58

      3       0

      I did the same thing over 5 years ago, been plant based starch eater since. 70-80% of my daily eating is starch, I don't exercise and I'm not fat. Did amazing things for my energy levels and health. I had an auto-immune problem which I fixed. Just had my blood levels checked and all is perfect.

    • MR

      Marten R.

      10 7 2017 01:06

      1       0

      it truly is - the cure.
      So simple.
      So effective on so many levels.
      Great to hear your success story...
      MR

  • sw

    shaun w.

    7 7 2017 06:54

    0       0

    feels like a tim ferris podcast. but on steriods.

  • GG

    Gerald G.

    7 7 2017 04:42

    2       0

    A fundamental truth that has become abundantly clear to me over the past 20 years is that PEOPLE BELIEVE WHAT THEY WANT TO BELIEVE. I want desperately to believe what this fellow is saying but it really worries me that the message is coming from an older guy (like me). I'd be a little less skeptical about statements like "cancer will be gone in 5 years" if this was coming from a younger guy who probably doesn't spend much time worrying about cancer.

    • GG

      Gerald G.

      7 7 2017 04:53

      3       0

      Just to clarify I'm just pointing out that, at a point in his life when (in all likelihood) Mr. Cox is probably desperate to hold on to his youthful vitality, it seems like an odd coincidence that he believes in a miracle life extension is just around the corner.

  • rm

    russell m.

    7 7 2017 03:48

    0       0

    good job with a difficult topic

  • JS

    John S.

    7 7 2017 03:18

    3       0

    Sauna is another huge benefit to longevity

  • WM

    William M.

    7 7 2017 02:06

    2       0

    Great interview! It would be great to have Patrick as a regular guest. I subscribe to his well-written newsletter and I highly recommend it. Patrick does a great job explaining the science behind the fascinating companies he recommends.

  • KF

    Kristian F.

    7 7 2017 00:50

    9       0

    I do something called inttermittend fasting, and I love it. Basically each day I have a 14-18 hour fasting window and a 6-10 hour feasting window. Thanks Raoul for a great interview on a fascinating topic

    • F

      Frederick .

      11 7 2017 13:14

      1       0

      Also do IM - and not for weight loss

    • SS

      Steve S.

      5 10 2017 12:57

      0       0

      Yes. I have done that and I know several doctors who do it

  • GP

    Gordon P.

    6 7 2017 23:38

    5       0

    Fantastic subject, loved the interview , thanks RV

  • EF

    E F.

    6 7 2017 20:25

    9       0

    I guess when u get to Raoul's networth it is only natural to start thinking about immortality

  • MA

    Matt A.

    6 7 2017 20:20

    12       0

    Considering the economic forces behind a cure for baldness and yet still nothing.. really makes me question Patrick's optimism in the anti-aging field of medicine.

  • MM

    Michael M.

    6 7 2017 19:46

    2       0

    Also sounds like the smartest thing a young person can do in this age is plan for and have 7 or more children.

  • MM

    Michael M.

    6 7 2017 19:31

    1       3

    paleo is crap though. especially for europeans

  • MM

    Michael M.

    6 7 2017 19:27

    2       0

    Best predictor for old age health is muscle mass so get lifting! Nassim Taleb recommends reading Art de Vany on this!

  • BF

    Bruce F.

    6 7 2017 18:21

    2       0

    absolutely incredible. the interviews keep getting better and better

  • tW

    tgwtom W.

    6 7 2017 18:11

    10       0

    Dr. Rhonda Patrick @foundmyfitness excellent source on many discussed topics(fasting)...tmi, I take 5000iu Vit. D daily and caretake my 98 father :)

    • CL

      Cameron L.

      7 7 2017 03:43

      3       0

      Couldn't agree more, 2nd the Dr. Rhonda Patrick recommendation, her YouTube channel is really good too.

    • NI

      Nate I.

      7 7 2017 05:05

      2       0

      Thumbs-up on Dr Rhonda. She would make a great RV guest.

  • RM

    Richard M.

    6 7 2017 17:46

    6       0

    Great video! Love hearing about all this fascinating new health technology. Would love to have Patrick back on in a year's time to update us on how things are progressing in this area.

  • DB

    Douglas B.

    6 7 2017 17:32

    3       0

    Phenominal video. As someone that suffers from a chronic illness, this gives me a lot of hope, especially since his projections for massive biotechnical disruption is in the near term.

  • EL

    Elizabeth L.

    6 7 2017 16:15

    17       0

    Thank you Patrick and Raoul. The is an essential topic for everyone to be up to date on. INO is the ticker symbol of Inovio Pharmaceuticals that Patrick mentioned for those who are interested in checking this company out. Regarding exercise. I would recommend checking out the program Miranda Esmonde White has developed in consultation with physicians and physical therapists. www.classicalstretch.com. This program is based upon the understanding that strengthening muscles through stretching lengthens muscles. This brings many health benefits. One I will mention is that the lengthened muscles release pressure on all joints, i.e.. knees vertebrae. The fitness industry currently strengthens through contraction of muscles. I have used this new paradigm program for two years and all hint of aging of muscles and joints has disappeared. I can do all the physical things now that I could do 40 years ago. Am 75. Just mentioning as something to check out.

    • GS

      Gordon S.

      10 7 2017 10:14

      0       0

      Many of these reverse aging trainings are also discussed in this Tim Ferriss podcast:

      How to Reverse Aging with Art De Vany
      http://tim.blog/2017/05/12/art-de-vany/

      that I can also highly recommend!

  • IO

    Igor O.

    6 7 2017 16:02

    6       0

    Loved it.
    So much food for thoughts. Please do follow up.
    More variety more knowledge.