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Whitepaper · v0.1·welfare floor·open to refutation

An optimism.fun request for startups

Neglected tropical diseases

1.7 billion people need treatment for diseases that get under 2% of pharmaceutical R&D and falling aid.

Published

2026-04-24

Authors

optimism.fun

Status

Draft · v0.1

License

CC BY 4.0

§0weekly drop · week 1

Editor’s drop

Published 2026-08-20 · optimism.fun

blackpaper · the problem

1.7 billion people need treatment for a disease category most of the world has never heard of (WHO, Global Report on Neglected Tropical Diseases 2025). Lymphatic filariasis, schistosomiasis, soil-transmitted helminths, trachoma, and a dozen others: these diseases do not kill quickly, and that is precisely the problem. They cause chronic disability, disfigurement, blindness, stunted childhood development, and lifelong stigma, in populations that are almost by definition poor, rural, and politically invisible, and the resulting economic drag traps affected households in poverty for generations rather than ending a single life on a single bad day. The market failure here is structural, not incidental. A disease whose treatment succeeds shrinks its own future market: eliminate lymphatic filariasis in a region and the addressable population for that drug goes to zero, permanently. Patients are overwhelmingly unable to pay commercial prices. Delivery requires reaching rural, often conflict-affected, often infrastructure-poor communities that standard pharmaceutical distribution chains are not built for. The result: NTDs receive under 2% of global pharmaceutical R&D investment despite affecting more people than almost any other disease category tracked by the WHO (pharmaceutical industry NTD review, 2026). And the trend is worsening, not improving. Official development assistance for NTDs fell 41% between 2018 and 2023 (WHO, "NTDs further neglected due to ODA cuts," June 2025), even as the interventions that work remain some of the cheapest and best-evidenced in all of global health: mass drug administration, distributing donated or low-cost medicine to entire at-risk populations, typically costs under fifty cents per person per year (CDC; benchmarking literature on NTD mass-treatment costs, PLOS NTD). This is the sharpest illustration in this entire index of a gap that is not a science problem. The drugs largely exist. The delivery model, community-based mass drug administration, has been proven at scale for decades, most visibly in the near-total eradication of guinea worm disease (from 3.5 million cases in 1986 to fewer than 20 in recent years, Carter Center) and substantial progress against trachoma. What is missing is not invention. It is financing that does not collapse the moment donor attention shifts elsewhere, and delivery logistics, cold-chain-free storage, last-mile transport, community health worker networks, that can reach 1.7 billion people who are, definitionally, hard to reach. Every year this gap persists is a year of preventable blindness, disfigurement, and stunted development compounding across a population larger than the combined population of the Americas.

whitepaper · the proposal

The core insight for anyone building here: NTDs are not underfunded because the interventions are unproven or expensive per person. They are underfunded because the commercial model for pharma is inverted, success shrinks the market, and because philanthropic and government funding for global health has historically prioritized diseases with higher case-fatality rates and stronger advocacy constituencies over diseases that mostly disable rather than kill. Both of those are solvable with market-design and financing tools that already exist elsewhere in global health, they simply have not been fully applied here. What would actually have to be built: (1) pooled, multi-country procurement platforms that aggregate demand across the dozens of endemic countries so drug and diagnostic manufacturers can plan production against a stable, guaranteed volume rather than year-to-year donor whims, the same logic that made Gavi's vaccine pooling work for immunization; (2) milestone-based prizes or advance market commitments that pay for elimination outcomes in a specific geography rather than for drug units shipped, aligning incentive with the actual goal (which is disease absence, not treatment volume); and (3) stabilized field logistics, cold-chain-free formulations where possible, and community health worker networks that can be shared across multiple NTD programs simultaneously rather than each disease running its own parallel delivery system, since much of NTD control shares the same last-mile distribution problem. Why this is buildable now, and was not fully buildable a decade ago: mobile-money and digital-identity infrastructure across Sub-Saharan Africa, the same rails discussed in the extreme-poverty whitepaper, now make it possible to track mass-drug-administration coverage, verify delivery, and pay community health workers digitally at a cost and reliability that did not exist in the 2000s and 2010s, when most NTD programs were designed around paper-based reporting. That is a genuine, dateable infrastructure unlock, not a hopeful assumption. The dollar figure, worked directly: full mass-drug-administration coverage for the 1.7 billion people who need NTD interventions (WHO, Global Report on NTDs 2025), at the well-established benchmark cost of roughly $0.50 per person per year for MDA delivery (CDC; PLOS NTD benchmarking meta-regression, 2016, with country-level costs ranging $0.10-$0.64 depending on context), works out to approximately $850 million a year in direct programmatic cost to sustain treatment at full population coverage. That is a genuinely small number, smaller than a single mid-size biotech Series C, for a program covering 1.7 billion people. That $850 million/year figure is the delivery layer alone. The broader addressable market, including diagnostics and next-generation therapeutics needed for the harder-to-treat NTDs that mass drug administration does not fully address, is estimated at approximately $4 billion at full coverage by a 2026 review of pharma's role in NTD control, a figure already carried in this index's underlying problem data and treated there as low-confidence, since it aggregates diagnostics and therapeutics markets that do not yet fully exist commercially. Confidence note: the $0.50/person/year MDA benchmark is well-established across multiple peer-reviewed cost studies (PLOS NTD meta-regression covering multiple countries and diseases), so the resulting ~$850M/year delivery-layer estimate is medium-to-high confidence on the arithmetic, though it assumes uniform per-person cost across very different country contexts, which the underlying literature explicitly flags as a simplification. The $4B broader TAM figure is lower confidence, a single review's estimate rather than a cross-validated market study. What should not be in question: closing an $850 million-a-year gap, against $105 trillion of global GDP, is not a resource-scarcity problem. It is a coordination and financing-design problem, which is precisely the kind of problem pooled procurement and milestone prizes are built to solve.
§1abstract

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

high

Severity · WTP / wealth

80%

low

Current solutions

3.0 / 10

med

Market size · TAM

$4.0B

low
§2problem statement

What 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.

§3why it persists

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.

§4existing alternatives

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.

§5proposed direction

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.

§6cost & scale

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.

§7safety & considerations

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.

§8suggested investors

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.

§9sources & criticism invite

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.

corrections → use the feedback widget in the nav · open issue at github.com/adamtpang/optimism.fun

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