KLDO - Will the Gut Microbiome Change Medicine? Wall Street Isn't Convinced.
Cancer patients who receive an antibiotic within one month of receiving a checkpoint inhibitor achieve a median survival of just two months. Those who don't take an antibiotic and receive the same treatment achieve a median survival of 26 months, fully 1,200% longer. The significant gap is thought to be explained by changes in the gut microbiome, which is severely impacted by antibiotics, diet, and exercise, and has become the focus of a great deal of investment and hype in healthcare.
On the one hand, there are a growing number of companies chasing the Holy Grail of health residing in the human gut microbiome. On the other hand, Wall Street either doesn't seem convinced of the growth potential, or is entirely overlooking the opportunity. What should investors make of microbiome stocks?
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