Hello Kathleen,
This is going to sound really hypocritical, considering my extreme bearishness about this company right now, but I think that Myloral is the most promising drug for treating MS. But not alone. When AIMM figures out how to best combine this drug with other neuro/immuno/endocrine compounds (I mentioned cytokines and interleukins before, IFN-gamma was shot down; other possibilities that I can think of off hand include serotonergic blockers, vasoactive intestinal peptide, and other peptidergic neurotransmitters in the gut, etc., etc., etc.) to boost the efficacy of the drug then they will have the world class therapy. In English, it seems that a chemical messenger is required to "teach" immune cells in the gut not to attack the fed protein anymore. If you think about it, this makes sense. There are lots of helpful antigens in the gut that should not be attacked by the immune system, but there are also lots of bacteria and viruses too -- the immune system has to learn that these should be attacked and not be tolerated. It is likely that an adjunct compound assists in this "decision". One question that you are probably screaming right now is "So why do some people get practically cured with this drug?" It makes sense that there is substantial genetic polymorphisms when it comes to oral tolerance. Oral tolerance is probably a continuum, ranging from permissiveness to vigilance. Until the scientists actually understand the true cellular and molecular mechanisms of this process, adjunct factors to bolster the oral tolerance process will probably not be uncovered.
Apparently they have some top immunologists studying adjunct factors. But this development would be years away. As I said before, when this stock gets nice and cheap I will be long, but it has quite a ways to go before that point.
I'm shorting another 500 tomorrow on the open.
- Organ |
