XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 25.22

-5.0%

Dec 12 9:30 AM EST

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To: Arthur Radley who wrote (15920)	8/2/2002 12:40:35 PM
From: aknahow	Read Replies (1) of 17367

Drop out rate. First one needs to know the dropout rate by treatment and placebo arms. Not sure if you remember that the Amevive dropout rate reached 30% among those that responded best to the drug. The tone if anything was typical DNA dry, no hype, just the facts. Admit it is difficult to get used to after growing accustomed to the spin mister BGEN. Never thought a company could turn the delay caused by a request for a complete response letter into a plus. You know Xoma has performed relatively well compared to many once favored picks by those that understand biotechnology a lot better than I do. Check out the "tone" of VPHM, ELN,SEPR,BTRN,INCY,SEPR and many more. When BAX announces the next indication, for Neuprex, it will be interesting to see the "tone" of the press release.

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