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

To: aknahow who wrote (10709)	7/9/1999 5:09:00 PM
From: Biomaven	Read Replies (5) \| Respond to of 17367

George, The issue unfortunately isn't whether Xoma is a one-product company in actuality. The key issue rather is whether Wall Street perceives it as such. Worse, the perception is going to be driven solely by the Meningo trial. If Neuprex fails there, or is equivocal (well, all the Neuprex patients with blue eyes survived ...), I doubt whether Xoma would ever get more money to prove it works in other indications. (Do you know if they could finish the trauma trial without any more money?). My principal concern with Xoma has always been that they chose such a tough indication as a first trial for Neuprex. The numerous sepsis etc. failures mean that investors are very wary about trials where the patients are (to borrow a great acronym from a my-life-as-a-resident book I once read) CTD. Peter