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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: scaram(o)uche who wrote (6299)	1/16/1999 1:59:00 AM
From: aknahow	of 9719

Rick, I think Rocketman understood me better than you did, but I think that yours was a sincere post. I believe that XOMA does get laughed at for some of the very reasons you mentioned. I don't think laughers have no right to laugh and I think those who have jeered have been right. I mentioned XOMA to Rocketman because of his past interest in BPI and because there is now a better understanding of why P III has continued into Jan. The continuation of the trial seems to no longer be an indication that Neuprex is not performing as well as expected. This information on the trials mortality endpoint is in itself an interesting development. Murphy, appears to confirm that a specific, total mortality, the sum of deaths in the treated and placebo group will determine when the trial ends. I agree XOMA has lots of risk and I respect your opinion. I am also sure that if XOMA does start to take off for the right reasons, you will be able to get on board. It is apt to be a slow moving train.

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