>> If meningio does fail, yes it could get ugly but on the other hand with the other stuff in the pipe line trauma p3(currently an 580 of 1650 patients), IMO it would provide opportunity, especially since meningo is a after the fact approach, and trauma is a more pre-emptive approach. <<
Bob:
The design of the trauma study is "perfection trialified". However, you're falling into the same failure in logic that LGND investors have gotten caught up in.
Fine...... I agree with you....... if meningo fails, the stock crashes, and you get to buy trauma cheap. But, how does XOMA pay for patients 580 through 1650, filing, etc?
The answer is "more stock". Mendell never foresaw it happening this way, and I'm certain that Costello wishes that he'd inherited a different scenario.
Let's hope that menigo is positive and that the company can partner, under reasonable terms, for trauma and sepsis as a whole.
I think the answer re. CD11a is "zero". I may be wrong. However, they have Dellio, Carroll and a few others that can put product into vials and push it into clinicals as well as anyone. I suspect that you're correct, and that GNE will cut a deal that is good for everyone. *If* results look good.
Wo! Atlanta in the Super Bowl!
Rick |
