Editor’s drop
Published 2026-08-20 · optimism.fun
blackpaper · the problem
whitepaper · the proposal
The four-axis ranking
We rank humanity’s most important problems on four quantifiable dimensions — quantity of humans affected, severity per capita, current solution quality, and addressable market size — and package each as a proposal in the spirit of Musk’s Hyperloop Alpha. This document is the proposal for neglected tropical diseases. Every number below is sourced and tagged with confidence. Every ranking is a conjecture, open to refutation.
Quantity · humans affected
1.7B
highSeverity · WTP / wealth
80%
lowCurrent solutions
3.0 / 10
medMarket size · TAM
$4.0B
lowWhat we are trying to solve
Neglected tropical diseases cause chronic disability, stigma, and impoverishment across more than 1.7 billion people, yet the commercial market for new diagnostics and medicines is structurally weak: successful control shrinks the market, patients are largely poor, and delivery is hard. Official development assistance for NTDs fell 41% between 2018 and 2023 even as interventions remain some of the cheapest in global health — mass drug administration often costs under a dollar per person per year. This is not a science-discovery problem, it is a market-failure and delivery-financing problem: pooled procurement, target product profiles, milestone prizes, and stabilized field logistics could close most of the gap with tools that already exist.
The gap between the world and the world that is physically possible
Today: 1.7B people need NTD interventions. ODA fell 41% 2018–2023. NTDs receive under 2% of pharmaceutical R&D investment despite the population affected.
Current solution quality is rated 3.0 / 10 (med confidence) — meaning there is substantial unclaimed ground between what exists and what is possible. WHO: proven interventions exist (mass drug administration) but ODA fell 41% 2018–2023 and coverage is incomplete.
Who is already working on this
No companies have yet been tagged to this problem in the dataset. If you know one, open a PR.
If we solve this, here is the world we get
After · 10 years
Mass drug administration reaches 90%+ coverage in endemic areas via pooled procurement and stabilized financing; several NTDs (following guinea worm and trachoma) are fully eliminated; a durable innovation pipeline replaces one-off donation drives.
Requests for startups · 2 concrete companies to build
Building the cure, not just the pill, for river blindness
Onchocerciasis has been controlled by an annual ivermectin pill for 30 years because ivermectin only kills the juvenile worms, not the adults — so 200 million people at risk take a drug forever instead of being cured. A macrofilaricide now in Phase II could kill the adult worms outright, but nobody has built the low-cost generic manufacturing and last-mile distribution system to actually deliver a cure once it's approved.
- why now
- DNDi and Bayer's emodepside — the first drug shown to kill adult O. volvulus worms, not just microfilariae — cleared Phase II part 1 with a favorable safety and efficacy profile, with Part 2 recruitment starting Q3 2026.
- shape
- A generic-manufacturing and mass-drug-administration-ready distribution company built now, in partnership with DNDi's access commitments, so approval doesn't sit for years waiting on a manufacturer and delivery network the way it has for other neglected-disease drugs.
- success
- Within a few years of approval, endemic communities move from lifelong annual dosing to a course of treatment that actually cures onchocerciasis.
Broad-spectrum antivenom, manufactured at scale
Snakebite kills roughly 100,000 people a year and permanently disables hundreds of thousands more, and standard treatment is still 19th-century technology — antivenom raised in horses, species-specific, expensive, needing a cold chain that doesn't exist where most bites happen. Build the company that takes the newly-proven broadly-neutralizing antibody science to GMP manufacturing and WHO prequalification.
- why now
- Within the past few years, researchers have published human monoclonal antibodies and nanobody cocktails that neutralize toxins across whole snake families in animal models, moving broad-spectrum antivenom from theory to demonstrated feasibility for the first time.
- shape
- A recombinant-antibody manufacturing company that licenses the best-validated broadly-neutralizing antibody cocktails from academic labs and takes them through GMP production, clinical trials, and WHO prequalification, replacing horse serum with a scalable, room-temperature-stable biologic.
- success
- A single, room-temperature-stable antivenom treats bites from most medically important snakes in a region without first identifying the species.
full rubric + framing on the Requests for Startups page.
What the market can pay
The world is already paying $4.0B per year against this problem (The pharmaceutical industry’s multifaceted role in neglected tropical disease control (2026 review); low confidence).
A successful solution does not need to capture more — it needs to redirect a meaningful slice of existing spend, plus the latent willingness-to-pay implied by the severity score above. The cost ceiling for a real solution is bounded by this number; everything cheaper is dominated, everything more expensive is a non-starter.
What could go wrong, and how we know we are not wrong
Section in progress
Failure modes, ethical considerations, and the conditions under which this whitepaper would be falsified are being authored as the weekly cadence ships. The Deutschian commitment: every claim above is a conjecture; we publish the conditions under which we would update. New whitepaper sections ship with each Monday newsletter drop. Subscribe to get the upgrade, or contribute on GitHub.
Who would back this
Section in progress
No capital allocators have yet been tagged to this problem in the dataset. New whitepaper sections ship with each Monday newsletter drop. Subscribe to get the upgrade, or contribute on GitHub.
Where this is wrong, tell us
Every number on this page carries a source and a confidence tag. Every section open to refutation. If a citation is wrong, a number is stale, or a conjecture is unfounded — file a correction.
- [1] WHO — Global report on neglected tropical diseases 2025
- [2] WHO — NTDs further neglected due to ODA cuts
- [3] The pharmaceutical industry’s multifaceted role in NTD control
corrections → use the feedback widget in the nav · open issue at github.com/adamtpang/optimism.fun