Replies to post #146959 on Biotech Values

[iwfal]

Dew, are you and iwfal saying a drug can't be effective in treating a disease unless it has some nasty side effects for (some) people?

From past experience I suspect Dew believes that no scammy company (e.g. overhyping, and years of trials on one drug with nothing definitive) can ever have a useful drug. I am not so extreme - however I don't invest in such companies because:

a) hard to trust their data

b) it isn't clear that they know how to actually take a useful drug forward - e.g. if you gave CTIC the next Crizotinib I'd wager they would sabotage/fumble it.

[DewDiligence]

PPHM—are you and iwfal saying a drug can't be effective in treating a disease unless it has some nasty side effects for (some) people?

The issue is not adverse events per se, but rather adverse events with a mechanistic explanation. The fact that Bavituximab doesn’t seem to have any mechanistic side effects suggests that it doesn’t have a bona fide mechanism.

In this sense, Bavituximab is rather similar to HEB’s Ampligen, another drug that was claimed to be an all-purpose treatment for widely disparate diseases.