SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : XOMA. Bull or Bear?
XOMA 31.80-0.1%Nov 21 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bluegreen who wrote (13916)7/1/2000 2:02:57 PM
From: Cacaito  Read Replies (5) of 17367
 
Blueg, We agree (for the sake of it)number 2: Here we are
again in cold waters, if the drug is use early one will have better results? sounds reasonable but:

1- so what? the placebo was given late too.

2- so what? there were two groups of patients A-less severe, and B-more severe, here one is using the drug much early anyway in the "A" group compared to the "B" group each with their corresponding placebo, more than enough stratification to get the results.

3- DSMB did not stop the trial due to overwheelming sucess, it was xoma full responsibility to reach more subjects. I do understand the $constrain, but it does not mean justification to the science part which does not care about the company financials.

4- if rbpi21 needs so a timely use, the "B" group should have clearly show so, and there were about 80% of subjects )if not 90%) in that group, do they need more numbers? They knew that, I calculated between 600 to 900.
lack of money?Who cares!!! they are in the money business, lack of time? Who cares!!! they are in a time sensitive business.

5-Real life research is full of problems, xoma had the resources and the (mis)handling, So what, who cares, they have to execute despite and because of this, Synergen dissapear with the same Gw argument "trauma placebo patients did 50% better" And do you swallow that?, it is a well know effect, we post about that tons, it is still not in efficacy favor and it is muted point, It MUST be proven efficacious. PERIOD!

6- as per Gw, Lilly has the advantage of the high number of subjects, Yes, SO WHAT, Lilly chose the disease, the strategy, funded well, execute, and got the prize. This is called COMPETITION, and you have been xomathinking with disregard for competition, oh yes I presented Icos numbers, very good results in all areas that rbpi21 failed and the response is a cacophony constant repetition of a misquoted baboon study!!! And suggestions that Lilly does not have good data, despite the not so common occurrence of a DSMB stopping a trial due to SUCCESS, or that Lilly will not be able to carry on in a timely manner to FDA approval and to marketing!

Worse, you are easily saying that Lilly will lag, and Icos will lag, and Chiron will lag, and xoma will storm through!!! Not so, plain wrong on your part!

Competition is good, of course, when you can crush them, not getting chrushed like xoma!!!

According to you and Gw, xoma deserves more diapers pampers than a 3 mo/old baby with diarrhea!!!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext