Future Outbreaks and the Opportunity Inherent Therein

Coronavirus doesn’t really worry me. Judging buy the relentless spread of the virus, the better strategy seems to me to be focusing on robust health. And if I fall into the dreaded 2 percent mortality rate, such is life. The world would not be harmed by a 2 percent reduction in human population.

Free from worry, I choose to consider the many  opportunities that a continuous source of outbreaks will provide to the opportunistic financial warrior in me.

I just heard this morning of a medical technology company developing a mask that will kill the coronavirus on contact. Soon to be available in a full range of designer colours and styles, with even a model for dogs on the drawing board. Sound like a winner?

Then there’s the “telemedicine” category, with everything from robotic diagnostics terminals that allow doctors to examine patients remotely, thereby mitigating the risk of the medical staff succumbing to the pestilence du jour that they might be contending with.

Of course, everybody by now has probably heard of the miraculous efficacy of Gilead Sciences Inc’s (NASDAQ:GILD) remdesivir, being used in the United States’ first clinical trial of an experimental treatment for COVID-19, the illness caused by the SARS-CoV-2 virus.

Scientists at the University of Alberta are now studying the mechanism by which remdesivir blocks viral reproduction. The result for Gilead’s stock has been uplifting, to say the least. The stock is up 18 % year-to-date.

This is the spirit of human enterprise unleashed.

Forget about stockpiling ready-to-eat meals and holing up in the bush. Coronavirus is just the latest in an accelerating proliferation of new diseases spiralling into existence thanks to the hugely disproportionate human population. The ecological balance has been disrupted egregiously, and Ma Nature is no slouch when it comes to having things her way.

Deadly diseases are just one of the myriad ways she can balance the inventory of flora and fauna to something more aligned with appropriate proportionality.

Expect more weird and wonderful viruses and bacteria to create opportunities for investors while maintaining the human population at manageable levels.

James West

Editor and Publisher

James West founded Midas Letter in 2008 and has since been covering the best of Canadian and US small cap companies. He covers global economics, monetary policy, geopolitical evolution, political corruption, commodities, cannabis and cryptocurrencies. As an active market participant, James is not a journalist and is invariably discussing markets...
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