Senolytics & Senescence Modulation

As we get older, some cells stop dividing but refuse to die. They linger in a half-alive, half-dead state and spew out inflammatory chemicals that harm the neighbors around them. Out of this comes an idea that could upend aging — if you could kill and clear these "zombie cells," the body might age more slowly and get sick less. But the road from lab mice to a real drug turned out crueler than anyone expected, and the most expensive lesson comes from a company that was once the field's great hope.

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Senolytics & Senescence Modulation

Inside Senolytics: The Business of Destroying Zombie Cells to Reverse Aging

The biotechnology industry for life extension is attracting funds from global billionaires. One key technology is Senolytics, the development of drugs that destroy zombie cells, which are a cause of degenerative diseases. From an investment perspective, there are two interesting groups of listed companies. The first is Unity Biotechnology, a pioneer in developing localized Senolytic drugs, such as treatments for age-related macular degeneration, with strengths in intellectual property and a network of world-class researchers. The second is ChromaDex Corporation, which holds patents and manufactures NAD+ precursors under a business model of wholesale and direct-to-consumer sales, generating stable recurring revenue. Investing in this theme should therefore diversify risk between high-risk pioneers and cash-flow-generating infrastructure players.
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