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

To: Pseudo Biologist who wrote (10725)	7/11/1999 9:26:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

PB-on your comment>" However, from what I have read () and understand, it is hard to see Neuprex working for anything sepsis-like if* it were to fail in Meningo." My comment>one must not forget that those two trials are vastly different. Meningo is a massive infection treated late course. Trauma is more or less a preventative trial treated early course. George>I doubt any lookback has occured as you suggest. I also now have reason to believe that there is "perhaps" more to bpi than is generally accepted, and also that xoma purports in their press releases. Whether or not these are sufficient in toto to show demonstratable effect is the real issue. Every now and then I stumble accross something that gets me real excited. I got really exicted about e-selectin (and still am). FYI- I am still "unsure" if meningo or trauma will be a success, but there are many clues out there as to the probable outcome. Standard K disclaimers.

To: Pseudo Biologist who wrote (10725)	7/11/1999 11:31:00 AM
From: aknahow	Respond to of 17367

Pseudo, you say: <<<<"However, from what I have read () and understand, it is hard to see Neuprex working for anything sepsis like if* it were to fail in Meningo.""""" Exactly, but that is why the XOMA strategy says get Neuprex into trials not against the core problem of sepsis but rather into use to treat early indications, problems in their own right, that often lead to sepsis, if not dealt with. Thus far as Castello points out Neuprex has produced positive preliminary results for the 5 indications in which it has been tried. So rather than being ruled out should the Meningo trial not lead to approved drug. They would still have a viable strategy. I am not posting this to argue that the stock would not tank and tank hard if the Meningo trial failed. I think most holders and the market see it your way. It is just that I buy into the strategy XOMA appears to be following. The endotoxin paper which did not mention XOMA, in the body of the report, appears to say that the old way of trying to develop a sepsis drug has a high risk of failure and that new approaches are required. XOMA is following a new approach. BTW I don not for a moment believe the Endotoxin paper was prepared independently of XOMA, none the less it represents at a minimum an endorsement of the concepts being used by XOMA.