The Rising Influence of Rising Affluence

[DewDiligence]

Fund manager likes NVCR (from Barron’s):

https://www.barrons.com/articles/how-to-invest-in-health-care-stocks-under-the-shadow-of-medicare-for-all-51563467481

I looked at it, and I thought, what are the odds electromagnetic fields—if they benefit you in both brain cancer and mesothelioma—that they’re going to benefit you in a whole bunch of other cancers? It works in two cancers. I bet it works in more. I don’t know if it will be three or four or five or 10. The nice thing is, we’re going to find out, because they have three readouts in the next two years in lung cancer, pancreatic cancer, and ovarian cancer. And they’re late-phase trial readouts…. I think a lot of people are going to look at each other and say, wow, maybe we need to really take a look at this.

No position.