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Biotech / Medical : XOMA. Bull or Bear?
XOMA 32.93+2.9%3:59 PM EST

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To: LarryS who wrote (5347)1/15/1998 7:00:00 PM
From: aknahow  Read Replies (2) of 17367
 
Larry, Neuprex is not in use. The P III trials are double blind so one would hope we don't have doctors out there knowing what has been used. That said, and remember I am not a doctor, I have just heard from one, who tells me that many or most of the doctors that read just a bit about XOMA, for example the Lancet article, quiokly take reasonable size positions in XOMA. This particular doctor thinks use would be widespread to overcome resistance, etc. This person wonders why the market does not see what he and others in the profession see at once. This is the same thing I have asked myslf many times.

I do see the move to bring more patients into the Meningococemia trials as a good move even when that means the next DSMB meeting may come in April rather than having occured at 135 subjects. If the FDA original would have felt more comfortable with more than 200 patients and XOMA now is able to acccrue more faster than thought possible then it has a chance to improve the statistics and come closer to the number the FDA might have felt would be best.
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