Today I will be publishing a biotech report on the company Replimune. As always please read the disclosures at the bottom of the post.
Replimune is a biotech company that designs viruses to assist in the body’s fight against cancer. This form of immunotherapy dates back to the 2600 BC when the Egyptians would purposefully cause infections to treat cancer. Over the course of history, the knowledge that the immune system could be harnessed to fight cancer has been lost and gained several times, culminating today in the immunotherapy revolution.
This latest revolution has not been without its flaws and misunderstandings. While the data continues to show that overstimulating various aspects of the adaptive immune system or chasing genetic mutations is a narrow minded approach, the mainstream still charges forward.
In our report, we dare to offer an alternative solution. A solution that does not involve blind brute force but a holistic and well orchestrated coordination of the immune system. In order to do this, we have to redefine what the immune system is, which will require us to call into question many of the standard theories that biologists hold today. We will use the data Replimune has generated to further strengthen our case and in the end provide a new lens to view cancer and the role of the immune system in the body.
Lastly, it is our hope with this new understanding that cancer therapies will become more effective and less toxic benefiting a much wider population of patients. Just kidding! We know science is filled with dogmatic fanatics who care little for understanding the universe. Still we think this should be a fun exercise. We are very excited about the opportunity Replimune presents and welcome all discussion.
Link to our report- Replimune: The Lost Art of Immunotherapy
DISLCOSURE: We are long Replimune as of this blog post. What our position in the company is the next day or the day after that is up in the air. But as of this publishing, we are shareholders in Replimune. This report is not a recommendation to buy or sell securities. We are not looking to solicit investments or profit from selling this research. We have no affiliation with Replimune and have received no compensation for this blog post. We are merely publishing our research for educational and informational purposes.