Dear Reader,
Today I want to talk about Johnson & Johnson. Here’s the story.
This week they won approval for the very first chemotherapy-free treatment for lung cancer.
The FDA approved a drug called Rybrevant in combination with Lazcluze for first-line treatment in adults with non-small cell lung cancer.
I love stories like this.
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It was approved for patients who have the EGFR mutation in their non-small cell lung cancer.
We’re seeing a revolution away from chemotherapy to more custom drugs based on DNA and proteins, etc., which we talk a lot about at Biotech Insider…
Never forget chemo is for chemical – chemical therapy – based on drugs many decades old – some discovered in Nazi Germany, the Soviet Union.
So what we’re seeing here is a move away from these chemical therapy drugs, which is like dropping “dumb bombs” on your immune system – I mean think Dresden, WWII when they just dropped bombs all over the city and destroyed it trying to target a few key areas.
Whereas the new class of drugs coming up for cancer are more like precision-guided missiles – they’re just going right after the thing itself and this is a great example of this. We have a full video report on new “Smart Chemo” breakthroughs and the companies making them.
Non-small cell lung cancer is the leading cause of all cancer deaths worldwide. And this is one of those cancers that both smokers and non-smokers get, which I discovered painfully when a friend of mine died from it.
Now the EGFR mutation impacts about a third of these cases. Just to understand what this mutation is – EGFR is a protein on the surface of cells that just divides, divides, divides.
And cancer basically is the growth of abnormal cells in excess that don’t stop dividing.
What this new treatment does is inhibits EGFR. It’s like a kill switch. It turns the protein off from dividing.
This is approved as a first line treatment.
A first-line treatment is the first course of action when someone is diagnosed with cancer.
A second-line treatment is used to treat cancer that comes back again. A third-line treatment is used if it comes back a third time, and so on.
So a first-line treatment is where you get the most access to patients.
We like drugs that target the biggest market.
The headline here is Rybrevant in combination with Lazcluze is finally approved for people with non-small cell lung cancer who have the EGFR mutation. And this new treatment cuts risk of death by 30%!
So what does this mean for JNJ stock?
JNJ Has been a laggard this year bouncing in a range.
Earnings are down and sales are up, but I’ve added this to my watchlist.
This drug has the potential to be very, very big and I will keep you informed as this story evolves.
In the meantime, see my Smart Chemo report on the stock we recommend today.
“The Buck Stops Here”
P.S. Our #1 “Smart Chemo” stock is a tiny mircro-cap – we can’t risk too many people piling in, so my team may pull this video down in a few hours.
