Back to the future, exactly that is the whole bpi promise, but the CLINICAL model where xoma could prove this as a fact is the MAIN problem.
xoma choose a relatively good path trying to tackle meningo, but recruiting subjects made it a huge constrain, cause the low Glasgow score ones give the problem of need for even more subjects, one needs about 800 minimun to prove case (quick number just based in previous calculations, remember I post almost a year ago that it will be best for xoma to just keep going for 600 to 800 total subjects, and not the now forgotten total mortality that was fine for high Glasgow score ones, How quickly Gw forgot total mortality! now he only ones the bax deal). back to recruting, the high Glasgow score subjects are only common in some areas, sometimes (West Africa 1998), well xoma did it and it was fine, as long as the second choice was wiser and it was not, it was the trauma thing.
xoma could have chosen other ways, and probably cheaper, like resistant bugs (probably bpi best shot if any or ever), and intraabdominal infections,they have a nice pII already and a seemingly quite good collaborator the physician in charge of pII has many papers on the subject of intraabdominal infections. I believe it will be the next Bax indication, remember they are leaders in abominal and hemo-dyalisis patients and these group is plague with intraadominal infections (I think this is the real Bax interest all along, not meningo).
xoma could have gone into the regular septic shock group in force but with the E5 experience they were traumatized and it seems that with the judgment impaired going after further trauma (talking about risk takers they drink, drive and bother the police at the same time). Going after full septic shock (like ICOS and Chiron did with theoretically less enticing molecules, but now proven great molecules)xoma will have had now a huge adavantage, now is rully entangle. My sincere hope is that another company has some mercy and swallow xoma at $4.5 per share, made ceoperson and crew cash rich and get their impaired judgment away.
Meningo data is irrelevant to me, except to know if I pay $2 or $0.5 next time. |
