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Author: joshbk Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 24983  
Subject: Re: Hemispherix, CFS, and politics Date: 7/19/2008 2:04 PM
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>Are you investing to prove a point about CFS or make money?

What's the difference? If CFS is a poorly defined construct, which is too ill-conceived to be treated, then HEB is a bad bet. If it's a solid construct with good research and theory (supporting the usage of an a specific immunomodulater), then HEB is a good bet. It doesn't matter what the market thinks about HEB, it matters what the few expert physicians who are going to use drug think about it. Any discrepancy between the two (the market vs select physicians) is what makes HEB either over or undervalued.

Ampligen's clinical efficacy is not really debated in the field of CFS. It's not a complicated field - in the late 80's during the Ampligen trials for CFS, there were maybe 3-5 well-known experts in the field. By now there are about 10-20, along with more who are under radar. A number of the older doctors have faded out with age, to some it was useless to go on when they had found the cure. They'll give speeches or write articles here or there, and my sense is that collectively there's a strong sense that Ampligen's the cure or the closest they've come to the cure, but they're just like 'what's the point anymore?'

That's not to say that the drug will get approved (although you can be sure what all the advocacy groups will be doing during the review). Just that the market's general consensus is off.
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