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Biotech / Medical : XOMA. Bull or Bear?
XOMA 26.70-0.8%Jan 23 9:30 AM EST

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To: aknahow who wrote (9374)3/25/1999 1:22:00 AM
From: Slugger  Read Replies (1) of 17367
 
<<It would not mater how many patients were accrued but only the outcome as measured by mortality.>>

Which is interesting because if the DSMB is only focusing on the difference between mortality levels in addition to total mortality then BPI is working as well as or better than expected. If the difference wasn't materializing then the trial would have been stopped for futility or total mortality number would have been hit sooner.

The only negative scenario that I can come up with is an unexpectedly low placebo mortality rate. But that case becomes weaker every time the DSMB tells XOMA to continue. Can you think of another scenario that is bad for XOMA?
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