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Biotech / Medical : XOMA. Bull or Bear?
XOMA 32.97+3.0%3:05 PM EST

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To: Robert S. who wrote (7517)10/23/1998 9:18:00 PM
From: Cacaito  Read Replies (2) of 17367
 
Robert S,

1. Studies were done under different protocols and is less informative to compare them.

2. The Bpi study tell you how they dumped lots of bacteria inside the CFS to create meningitis, the Gentamicin study did not tell you (at least in the abstract).

3. Once a day Gentamicin give you a better peak and better toxicity to bacteria and human kidneys, so forget about it, you can do that to a poor rabbit but not to a human being. If you are interested in aminoglycosides (drugs like gentamicin)in better delivery systems go to NXTR website they are working on that.

4. The cephalosporins and quinolones can do what gentamicin does without the kidney damage, they are prefer drugs, and the aminoglycosides are going slowly away (notice I said "slowly"), their best future seems to be the NXTR solution.

5. Most important: the more killing and the more bacteria deaths the more inflamation, you will still NEED an inmuno-inflamation-modulator molecule like BPI.

It is not just to kill the bugs, it is to avoid spreading their innards on the floor so you will only need a broom, not the soap, water and a mop.

6. Meningitis is not the same as meningococcemia. It is just for historical reasons that all this names are confused with each other.

Bpi is for sepsis (like meningococcemia, the actual indication of the phase III trial), not for meningitis (and it could turn to be quite good for this indication too). Sepsis is the big market anyway.

Concentrate in the sepsis possibilities, that is why the phase II in abdominal infections results are very encouraging, and very important. This study validates more the antisepsis abilities for all gram negative, not just meningococcemia. So is the Cystic Fibrosis antipseudomonas studies.

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