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Biotech / Medical : XOMA. Bull or Bear?
XOMA 32.48+0.7%Nov 14 9:30 AM EST

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To: LarryS who wrote (7261)9/22/1998 10:51:00 AM
From: Mike McFarland  Read Replies (1) of 17367
 
Did I find all the relevant information?
--I don't see anything bad in this latest
development, but it has not moved the stock up either.

(snipped from the xoma website)
Neuprex(tm): Meningococcemia
What did the DSMB recommend in September 1998? (9/98)
As expected, they indicated to us that they saw no safety
issues and recommended continuation of the trial. They also
requested an additional review shortly before completion of
enrollment.

Was this additional review part of the original statistical
plan for the trial? (9/98) The protocol allows the DSMB to
recommend additional reviews (as they did in March when they
recommended the September interim analysis). An additional
review gives the DSMB the opportunity to take a final look at
the results. If the trial design requires any final adjustments,
we can make them. If the data are sufficiently positive, we can
get a head start with the regulatory authorities.
(snip)

I've jumped onboard now that the stock seems to have made a
bottom--but I would ask the thread this question: How do
things stack up in the patent accumulation battle for rBPI?
"XOMA has 2 issued U.S. patents and 3 U.S. Notices of Allowance relating to BPI protein products in this area" (angiogenesis)
The xoma website mentions that more than 20 BPI-derived peptides
have demonstrated antiangiogenic activity as of April 97. So,
there must be a lot of players out there? Actually I think
maybe not--but I'm still looking.

Also, for other newbies to xoma, here is a link to a post
Rocketman did on the incy thread, might be worth reading.
Message 5365497

--MM
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