h = "this person has cancer" e = "this person is a smoker"
For simplicity, let's ignore the fact that not everyone who smokes gets cancer, and that those who do get cancer might not get it on their first cigarette. Just: smoking -> cancer, is the theory.
h = (h | ~e) & (h | e) -- this is in fact, always true
Now we learn that the person is a smoker. So e is 1, and (h | e) goes up. And (h | ~e) = (e -> h) goes down. Because the person's a smoker so---uh oh---our theory is getting tested and it could be proved false right now.
This... doesn't seem that surprising? If we observe lots of people smoking, but haven't checked anyone for cancer, it does make the strict theory (smoking -> cancer) less likely because we're making the very strong prediction that this large set of people must all have cancer.
I wouldn't expect to get evidence confirming the implication (smoking -> cancer) until we started checking whether smokers have cancer. And once you start checking that, then (h | ~e) = (e -> h) will rise (assuming your theory is true), right?