If expectations are too high, does anyone have an estimate of what expectations should be? While a cure would be the best human news, the best news financially would be what Folkman has talked about, turning cancer into a manageable, chronic illness. That way patients would have to keep buying this stuff the rest of their lives.
I believe that if it were Amgen instead of ENMD with As, ES, 2ME2, and Thalidomide in its pipeline Wall Street would be all over it with recommendations. Is it reasonable to expect that of the drugs I just mentioned, at least one will emerge which is as effective in some cancers as most of the other drugs on the market today? The sad truth is that it won't take very good results to meet those low standards.
Is it also fair to expect that because the mechanism for treatment is on normal cells, not cancer cells, that the results will be somewhat independent of the type of cancer? At least that's what has been demonstrated so far. If so, then the potential size of the market for one of these drugs would be much larger than other cancer drugs. |
