My Disclaimer: I wrote this article myself and am being paid by no one to do so. I am long Sarepta (SRPT).
- The end of the world likely won’t come in a merciful, pain-free moment but, rather, as a slow, grinding, disease plagued testament to the folly of human greed.
- The ongoing disaster at Fukushima Daiichi is unprecedented and will result in many times more deaths than those experienced since the Chernobyl catastrophe of 1986.
- Consequently, the one subcategory within the healthcare sector that stands to gain the most, and lose the least, in the coming five years is developmental, blood-cancer oriented, biotechnology.
- My thesis is predicated upon a rapid escalation of illnesses in the coming years due, in part, to the ongoing effects of the 2011 Fukushima nuclear disaster.
- While there are many possible investment choices at your fingertips, your focus is best narrowed to those companies which now possess or are developing leukemia or lymphoma assets.
Oh, mercy, mercy me.
Ah, things ain’t what they used to be, no, no, no.
Radiation underground and in the sky;
Animals and birds who live near by are dying.
Oh, mercy, mercy me.
Ah, things ain’t what they used to be.
What about this over crowded land?
How much more abuse from man can she stand?
Songwriters: Marvin Gaye, Marvin P. Gaye
© Sony/ATV Music Publishing LLC 1971
A Message To My Followers
I have struggled mightily to convince myself to return to the Seeking Alpha platform. 2015 was a year of great success there with 3-digit gains in Amarin (AMRN) and Synergy (SGYP), as well as near doubles in Trevena (TRVN) and Ocata (OCAT) and 50% or more gains in Seattle Genetics (SGEN); Nektar (NKTR) and Celldex (CLDX). I was most proud of dispelling the rumors that check point inhibitors such as Nivolumab would displace Seattle Genetics’ Adcetris in therapeutic indications where CD-30 malignancies were present. There were, of course, the disappointments in Zafgen (ZFGN) and NovaBay (NBY). But even in those instances there were things I got right especially in my take on Avenova’s chances of commercial success while ignoring the outstanding warrant issues and my Thaumaturgical analysis of NovaBay in favor of the former CEO’s gobbledygook.
What I miss most, however, is the recognition that my work on TipRanks generated where I broke into the Top 100 analysts out of 9,000 or more, falling back of course, as I withdrew from the Seeking Alpha platform. But even in 2016 I accurately predicted the approval of Sarepta’s (SRPT) eteplirsen; the equity price upon approval of $60; and that the FDA would comment on the process thereby sinking the equity in approval’s aftermath. Regrettably, I will not return to ideation on the Seeking Alpha platform because it simply isn’t me. I’m different. Unique in ways that make being published there far too painful an experience in an avocation that offers far too much joy.
That noted, I intend to return to biotech blogging in a very, very big way. I begin that intrepid endeavor here with what I believe is the most important investment thesis you will ever read. In the future, I will return to Thaumaturgical analyses of biotechnology stocks which is my strength. As always, you are encouraged to read my disclaimer and to know that it is the most important part of any document or video I publish. Get ready for the most exciting time in Scrying Biotech history. Let’s make some money!
Fukushima is an Existential Threat to Humanity
One of many blueprints to successful investing in this sector is to find a change in either a therapeutic landscape or technology that could provide an opening to a greater opportunity. These usually are discovered at the micro level of analysis but sometimes rise to that of the macro. The ongoing ecological disaster at Fukushima Daiichi is as much a profound investment opportunity as it is an existential threat to humanity. It is, therefore, a macabre key that you can use to unlock future profits. I will leave the discussion of how you can best position yourself within the sector to capitalize to a future date. But, for now, let’s take a closer look at the ongoing calamity itself.
[A conversation recently overheard at my dental office.] Little Girl: “What’s this for?” [referring to the heavy x-ray apron laid over her chest] Dental Assistant: “This protects your heart from radiation.” Little Girl: “What about my head?” [Nervous laughter]
What I’m about to tell you is going to be troubling. So much so that you might want to change the channel of your focus in order to preserve your peace of mind. If you dare stay with me, I fully expect that many readers will become angry. Some will say that I’ve donned my tinfoil hat. While others will proclaim much ado about nothing. Every statement, however, that I’m about to make is properly sourced. And while we might disagree about the severity involved, Fukushima Daiichi is, nonetheless, a severe blow to human life.
Fact! X-ray machines at your dental office give off far less radiation than they once did. And the biennial frequency of exposure may well be worth the cumulative risk. But Fukushima Daiichi is not the one-off event many of us thought it to be back on that dreadful day in 2011. While there are many causes of cancer including, but not limited to, a genetic predisposition; dietary deficiencies; compromised immune systems; viruses; harmful pollutants both passive and purposefully ingested [carcinogens]; and a proclivity towards a sedentary lifestyle, there is also the increasing exposure to radiological elements transmitted through x-rays; roadside speed guns; and outdated nuclear reactor facilities running long beyond their decommission dates. I found several studies demonstrating, for instance, that children age 0-9 living near one of these nuclear power plants were 24% more likely to die from leukemia. And while no one can draw a direct line between the dots, a difficulty that those in the nuclear power industry profit from through liability insulation, it is equally true that no one can deny the association being made, at least, not credibly.
Three Missing Cores At Least One Of Which Cannot Be Located
We were told three partial meltdowns. Don’t worry about it! Now we know it was a 100% core melt in all three reactors.
Quote attributable to, Dr. Michio Kaku, Theoretical Physicist.
Complete transparency on the part of any public or private entity is impossible. We know, for instance, that governments have, for as long as they’ve existed, hidden away facts relevant to any human or manmade disaster. Wanting to avoid a panic is a justifiable motive. Biotech companies do this every day and are given leeway through a number of legal machinations including the cover of patient privacy [see Zafgen (NASDAQ:ZFGN) and Beloranib].
Consequently, the critiques I’m about to make regarding the lack of information provided us by Tokyo Electric Power Company, hereafter, TEPCO, ought not to be interpreted as judgment. I have none. But you need to pay careful attention to the facts I’m about to share with you because they have profound long-term implications for not only Japan but for the Americas as well.
Fact #1: Fukushima Radiation Levels Are Worse Today Than They’ve Ever Been Before
March 11, 2011 will forever be remembered by the citizens of Japan as a day of terror when a 9.0 earthquake located 80 miles offshore and lasting for over 5 consecutive minutes rocked the entire nation. Hours later a massive tsunami had washed away coastal villages and instigated a nuclear power plant disaster unquantifiable in magnitude. Within 24 hours, officials of the federal government and TEPCO had declared the damage to be contained. They further reported that there had only been 3 partial meltdowns at plants 1, 2 and 3, a story they recanted 2 months later.
The situation is now, in many ways, as bad as it has ever been. Of the 4 plants located at Daiichi, plant 4 was able to be shut down. In 2014, spent fuel rods coated with fissionable materials and located in a pool of draining water suspended precariously 50 feet above ground for easy access were removed and placed in a safer location. Plants 1, 2, and 3, however, remain completely unstable. Their fuel rods remain inaccessible. But it is the missing cores in each of these reactors that are causing the most concern.
In Building 2, TEPCO has authorized and deployed the use of several remote controlled robots at a cost in excess of $3m each to find them. Unfortunately, the environment is so hot that the circuitry in the first which looked like a boat fried within an hour and the second which looked like a scorpion was made useless within 2 hours but not before a 6′ gash was discovered in the steel containment structure likely caused by a core burn through. If true, that core is now wedged within the containment floor or resides somewhere on the water table poisoning the Pacific Ocean with a daily dose of cesium and strontium.
In a February 8, 2017 FOX News Insider report, Adam Housley lent credence to just how hot these reactors are by indicating that radiation levels are now being detected at 530 sieverts per hour the highest since 2011. The brave men and women of TEPCO who position and control these robots remotely from inside the buildings operate in shifts of one hour each because it only takes 4 sieverts to kill a handful of people.
Fact #2: Millions Of Gallons Of Radiated Water Have No Place To Go But Back Into The Ocean
When Fukushima Daiichi lost power on that horrifying day, they lost the ability to cool the reactors. So, instead, they began flushing the buildings with sea water. Because sea water contains salt, the pumps used to circulate the water became inoperable. Since that time, approximately 300 to 400 tons of water has been cascaded downhill and into the containment structures of plants 1, 2 and 3 on a daily basis. What doesn’t flow into the Pacific ocean is then pumped out into containment structures made up of steel segments isolated with rubber gaskets. In 2016, there were over a thousand of these barrels containing over 900k tons of radioactive water occupying most of the available land on the hillside property. More durable long-term structures have been built but TEPCO is requesting that they be allowed to bury some of those tanks in the Pacific Ocean in order to complete a process that could take 40-100 years according to experts at a cost of $300bn to taxpayers.
Fact #3: Wind And Ocean Currents Sweep Fukushima Radiation Directly Toward North America
The weeks that followed in the aftermath of the disaster at Fukushima were horrific in their own right. Onshore winds caused for radiation to blow towards densely populated Tokyo. Cooling system failures at the plant were reported on the Sunday following Friday’s debacle and another hydrogen explosion was reported at the plant on Monday. Then, another state of emergency was declared when 3 nuclear reactor units to the northeast of Fukushima were reported leaking and near meltdown at the Onagawa plant.
Sadly, Japan was entering a period where onshore flows were more common thereby endangering more of the inland population. Still, the prevailing wind patterns were, as they always have been, toward the east. Much of the airborne isotopes fell over the Pacific ocean on their 12-day voyage to Seattle and Los Angeles but the U.S. government reportedly stopped recording airborne radiation levels during that period of time. In fact, it gave no warning to its people that the radiation was about to fall unlike, for instance, the U.K. government which did.
The opening graphic in this article features a map issued by the National Oceanic and Atmospheric Administration in the upper left hand corner depicting the flow of underwater currents from Japan outward toward both North and South America. What is clearly visible is that the land of North America is first in line by sea and by air to be assaulted by Fukushima’s army of radiation. That has already occurred. And while those levels were far below those considered harmful by way of direct exposure that belies a greater truth where the Pacific ocean is concerned as Dr. Helen Caldicott explains.
Radioactive iodine 129 it’s half-life is 17 million years, plus strontium, plus cesium, plus tritium and I could go on and on. If it gets into the sea, the algae concentrated hundreds of times, then the crustaceans concentrated hundreds of times, then the little fish, then the big fish, then us – because we stand at the apex of the food chain. You can’t taste these radioactive elements. You can’t see them. And you can’t smell them. They’re silent.
Long before elevated levels of radiation were discovered in bluefin tuna and sockeye salmon, the U.S. government had already set about to raise the acceptable levels of radiation exposure back in 2013. The problem is that all radiation within the human body accumulates over time. And all forms of radiation are naturally absorbed into the body. The thyroid, for instance, can’t distinguish between regular iodine and radioactive iodine and will take up whichever chemical is presented to it. It is believed that half of all Americans are iodine deficient. Consequently, an uptick in thyroid cancers is one of the first after effects of a nuclear event. Cesium 137 appears to the muscles in the same manner that potassium does and so on.
Some people will tell you that the 1986 Chernobyl nuclear disaster in the then Soviet Union was far worse than Fukushima because of the 9-day graphite fire that released large doses of radiation into the atmosphere. The weakness of this argument twofold. First, Chernobyl was located in the vast remoteness of the countryside. Fukushima is less that 150 miles from one of the most populous cities in the world – Tokyo. Second, Chernobyl was contained, a word I find grossly exaggerated as a descriptor, on land in a relatively short period of time. It took nearly 600k heroic citizens to dump concrete and lime over the grounds in 10 minute intervals followed by the construction of a concrete and steel dome which has since been replaced to accomplish this. To date, there is no plan to fully contain Fukushima which remains a simultaneous source of oceanic heating and poisoning.
Bizarre incidents of sea-lion starvation have been reported in which NOAA failed to test for either pollutants or radiation as causal factors but, instead, suggested that mothers had to forage further from their offspring to find food due to warmer ocean currents. Fukushima residents on land have been attacked by wild boars which used to be a source of meat on the table but are now carrying doses of radioactive contamination 300-times in excess of acceptable limits. Scientific studies have been conducted to fathom the depth of the problem. And recently, forest fires on the hillsides above Fukushima have released radioactive particles back into the air.
The Elephant In The Room
No one can avoid the obvious – that Fukushima will remain a problem as long as the cores in reactors 1, 2 and 3 remain on the lam. But the real problem that no one wants to talk about is the vulnerability of the site to further earthquake damage which would almost certainly result in a spent fuel rod fire that would make Chernobyl seem like child’s play at a family picknic not to mention 1-million tons of radioactive water in those storage tanks being flushed out to sea. I have little doubt that the U.S. military presence in the China Sea has something to do with the additional concern that Kim Jong Un might target those reactors with conventional ballistic missiles that he already possesses. And the threat of nuclear war looms large in that region as well.
But no matter how one assesses the threat level the truth remains that the worldwide increase of airborne and underwater nuclear contamination is ongoing and rising. Whether related to wars in the Middle East; North Korea’s nuclear tests; failing nuclear power facilities; or the ongoing crisis in Japan – the atmosphere in this world is becoming more toxic every day. And the potential for nuclear power facility meltdowns is increasing as well. The precarious GE design of the Fukushima facility with those suspended fuel rod ponds has been duplicated at 23 other sites worldwide.
Our Investment Thesis Is Simple
We’ll start seeing lung cancer, leukemia, I think, two to five years from now. And then solid cancers will start appearing 15, 16, to 17 years later.
Quote attributable to Dr. Helen Caldicott and previously sourced.
For the people of Japan, there’s no way of getting around this. There are already increasing incidents of birth defects – the pictures of which are too disturbing for me to show you. And while future death rates attributed to cancer from Chernobyl by the UN organization UNSCEAR come in at a modest 3.94k in all of Europe, private scientific organizations not influenced by the nuclear industry peg future incident rates at 16k cases of thyroid cancer and 25k cases of other cancers. Fukushima becomes an added concern with the more lethal dimension of oceanic contamination.
I believe, as do many of my colleagues, that there will be at least a hundred-thousand, and as many as one-million or more cancers in Japan’s future as a result of this meltdown.
I encourage you to view the video linked above and published on YouTube by Mr. Gundersen who is an engineer with over 44 years of experience in the nuclear industry. Pay special attention to the slides he presents which demonstrate the amount of airborne radiation that the people of Tokyo and Seattle were subject to. We already know that the incident rate of childhood leukemia has increased by 35% since 1975. Sharp increases in anecdotal incident rates of leukemias in small towns around the world since Fukushima have been reported. And it should be lost on no one that over-all healthcare costs in the U.S. have risen by the most in 34 years.
Add this all up and we have a compelling case for investment in existing companies with approved therapies in hematological spaces and in developmental enterprises that will give us the new therapies of the future that patients and, possibly even, governments will demand. In Japan alone, I believe we will seen incident rates of leukemia increase not incrementally but, rather, by multiples. In a future video, I will show you a company that I’m moving a good deal of my discretionary biotech funds into for the next three to six months that fits this profile.
Always be well…
Additional disclosure: Any information or opinion expressed herein may not be true, accurate or correct and it does not constitute a suggestion to buy, sell, hold or adopt any investment strategy for this stock or any stock that may be mentioned. Reliance upon information in this article is at the sole discretion of the reader. The sole purpose of my article is to entertain by providing an opinion and information the accuracy of which is as good as the public sources it was derived from. Do not act on anything I have written. Rather, do your own due diligence and consult a professional investment advisor before making any investment decision. Acting on what any one writer has imparted to you is foolish at best. I have no better access to resources than you do. I sometimes make mistakes. And there are a myriad of things, which can happen in lieu of any forward-looking statement I have made. Any stock featured or mentioned in an article I compose is subject to all manner of influences, which can change its value in dramatic fashion both higher and lower. These events can be of a wide variety – news related; managerial decisions; trial failures; stock manipulations; and so on. I make every effort to declare positions I have in stocks I cover or mention in an article but reserve the right to move in and out of said investments at my own discretion based upon the wisdom of doing so. I implore you to do your own due diligence and invest at your own considerable risk attaining the just reward your efforts have wrought. Additionally, if you are aware of any misstatements of fact contained in this or any article I have written, you are encouraged to email me immediately at the link given in the header above. Always be well…
It is now my firm and growing belief that the entire story of humanity as it is now unfolding before our very eyes is the result of a divide between those who love Jesus and, therefore, the freedom of the individual, and those who believe in their own righteousness and, therefore, in the control of others. I have always been led by the mercy and grace of God down the paths my life has taken. Sadness has been my constant companion. I have not been a good example to others of a life well lived let alone a life lived in Christ. Regardless, I have embraced the truth when it has been presented to me, even if that truth is not widely held and even if I lay myself open to criticism. The truths I have discovered are these.
- Our World Has Been Stolen From Us
- All That We Now Know To Be True Is Predicated Upon A Series Of Lies
- We Must Use Magical Tools To Fight The Enemy
When Jesus was born in Bethlehem, the power structure of control in Judea was shaken. Three Magi (practitioners of magic and astrology) were the first to visit Jerusalem in search of the king. I want you to think about this. Three non-Jews, non-religious gentiles were the first to seek out the Messiah. The chief priests and teachers of the law knew this day was coming for it had been foretold them but they sought instead to repress all knowledge of it. Now, into their midst came these three Persians who used divination as a means of connecting to God not by writ of law but by spirit. And they spoke this truth to power.
Where is the one who has been born king of the Jews? We saw his star in the east and have come to worship him.
Now, you would think that the leaders of the people would welcome this external and profound confirmation of truth. That they would be excited to know that the time had come for the Jews to be free from torment, degradation and oppression – no longer a wayfaring people but at home in the protection of God. But those who rule over us no matter how good their intentions have as their primary goal the retention of power. And so it was that King Herod, ironically a convert to Judaism and raised a Jew, when told of the Magi’s visit secretly called them into his presence and the first lie was told. In Herod’s own words.
Go and make a careful search for the child. As soon as you find him, report to me, so that I too may go and worship him.
This practice of utilizing but hiding the power of magical persons became the lie of hiding his corrupt intentions to kill Jesus. But God spoke to the Magi through a dream to expose Herod’s pernicious plan. When they returned to Persia without divulging Jesus’ location, Herod ordered the mass murder of all male children up to 2-years of age.
These lies and murders of innocent people continue unabated to this very day. The only differences are that the levels of repression are increasing; the tools to commit mass murders are advancing in scope, size and accuracy; and justifications for committing these crimes are legion. The hearts of men have been cooled and corrupted. Those in control are now drunken not only from fruits of the vine but from the worship of Satan. Our children are being abducted, tortured, dismembered and slaughtered while we remain silent.
I am long 2,036 shares of CYCC and adding.
Dear Mr. Rombotis,
I feel compelled to share with you a Thaumaturgical analysis I conducted on CYCC today, Friday, April 21st 2017. The messaging in this analysis is more important for you than it is for shareholders. And by “shareholders” I don’t mean any investment bank you work with, hedge fund(s) or institutional equity holders (which are coming in). I mean retail investors such as myself.
My guides are telling me that this is a new beginning for the company. The importance of this new beginning can’t be understated. It has sparked a genuine interest in the company. And while Adam Feuerstein, with motives known only to himself, has derided and derailed this fresh start it, nonetheless, is a very real phenomenon worth building upon.
At the present time, we see that you are troubled. Your tendency, as it has been in the past, is to pull away into yourself as a means of managing your emotions. You must avoid this. But the only way to do this successfully is to think of your retail shareholders first, last and always. And this is clearly not what you have done in the past.
At the present time, you are receiving your first genuine partnership interest revolving around CYC065. Big pharma knows that you are in a distressed financial situation not as it pertains to your runway of cash under current operating conditions but as it concerns any ambitions you have for placing CYC065 into a large enough Phase-2 trial to engage the FDA in Accelerated Approval discussions on a positive outcome. Consequently, the offers are, and will be, far below what you would hope to entertain. Regardless, you must not become depressed by this to the point of withdraw or becoming jaded. To keep the proper emotional disposition, keep your arguments focused on what’s best for your shareholders. You should note that this is what you’ll be hearing from your over fed counterparts. And while it comes across as disingenuous it is effective.
In Q3 you will be fielding offers from two parties. You must be careful not to play one off against the other but, rather, to treat each as an opportunity to gain clarity on mutual benefit. A large upfront cash payment will likely not be proffered given the fact that a smaller amount will be viewed by the supplicant as more than sufficient given your circumstances. A way around this would be to place the backend milestones in a near-term position. Instead of a $300m upfront payment, $100m might be sufficient if the first backend milestone were, for instance, a $40m Phase-2 payment upon first patient dosed. The prospective partner will be able to tell his or her shareholders that this deal was a steal given the low upfront payment while you’ll be able to tell us that more money will be realized in a shorter period of time.
Letting interested parties know that getting CYC140 into the clinic quickly and onto a large Phase-2 study is of the utmost importance will allow you to get more than what you’ll need. And an equity raise at a larger market-cap of say $80 to a $100m on news of this deal for CYC065 will add even more operating capital to your reserves.
And finally, it’s important for me to add the following caveat. Make a break with the past! Do not play data mining games! This will only add to an already poor image in the retail investment community and solicit Feuerstein’s added critique. Reporting the DNA Damage Response data from Phase-2 is fine. But if that data is, in fact, so-so, let both sapacitabine and seliciclib go. Focus all of your efforts and communications on the bright future you know in your heart that we possess.
This is the moment that will define you forever.
Always be well…