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Biotech / Medical : XOMA. Bull or Bear? -- Ignore unavailable to you. Want to Upgrade?

To: aknahow who wrote (10610)	7/3/1999 12:47:00 PM
From: Arthur Radley	Respond to of 17367

If Tuesday is a GREAT DAY......I'm ready for it. Champagne is being chilled as we write......but if necessary, I could rummage through the cabinets and find a bottle of vodka. I sure like champagne more than vodka so I hope it is a GREAT DAY.

To: aknahow who wrote (10610)	7/6/1999 5:40:00 PM
From: aknahow	Read Replies (2) \| Respond to of 17367

Based on input into the blinding and unblinding process I have learned that once data is unblinded the ability to use information from a look back period which has not been reached is lost. So if XOMA did look at the data on the 13 th. of July it would lose the ability to include information from the subjects which had not yet reached the 90 day look back period, which will be reached for all only on Aug. 13th. But, even while unblinding sooner rather than later is not risk free for XOMA, enrollment during the last month was slow and IMO if the drug can't win approval based on the 10 day and 60 day data for all and the 90 day data for 90% of the subjects then inclusion of the 90 day data for the remaining 10% is not going to get the drug approved. But XOMA will make its' own decisions. It is just not assured that they will look on the 13 th. Just hope some scientist does not make the decision of when to look. <g>