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

To: Bluegreen who wrote (10737)	7/12/1999 2:28:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

Interested in buying a call on something that might help in the fight against antibiotic resistance? From Allegans part of the press release. <<<<<<"A number of pathogenic bacterial strains are showing increased resistance to currently available antibiotics, creating growing concern among the medical community. Allergan intends to address this need by developing products that make use of rBPI's synergy with antibiotics, including potential use against resistant strains of bacteria.">>>>>>>> They bought a call on just use for the eye. Is antibiotic resistance an exciting important story on its' own, without reference to sepsis? Does Mycoprex reprsent a call on the success of a fungicide? If the above is correct then XOMA is more than a call on just the Meningoccemia trial results.

To: Bluegreen who wrote (10737)	7/12/1999 7:06:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

I concur with bluegreen regarding potential antibiotic properties. The potential is there, will the reality happen? I highly recommend a few things 1. Read the full KMPG paper (to concept bpi somewhat)(as DD) 2. Read the full "liver uses" article. (for the layman)(excellent) 3. Read any full bpi patent 4. Read the full Schlag paper (its a eye opener) 5. Read the full Lancet article and compare to schlag.(compare) Finding and reading those things requires work. Its worth the effort. Does it absolutely prove anything, not really. Success or failure is always possible. Place your bets. Form your own opinions. Standard K disclaimers.

To: Bluegreen who wrote (10737)	7/12/1999 9:31:00 AM
From: aknahow	Respond to of 17367

Bluegreen, it is possible XOMA had the ability to un-blind prior to 13 July even if permission was given to un-blind only when all trial subjects had completed the 60 day look back period. Remember the last BBC reported death was on the 13 for a death that might have occurred on the 12 th. of May. Accruals had slowed to next nothing. We do not know when the, next to last, accrual occurred. It might have even been in late June. Xoma objects to speculation about un-blinding on 13 July and rejects the idea that it will un-blind on that date. It also apparently has indicated to Murphy it is not going to wait until Aug. 13 either. All of those reported statements could be true even if XOMA has already un-blinded the data. Conclusion it is the date of the penultimate accrual that determines the permissible un-blinding date if the trial was halted when the last subject died.

To: Bluegreen who wrote (10737)	7/12/1999 4:19:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Murphy might have been told that un-blinding could occur when all subjects had passed the 60 day look back period. He, as anyone would have assumed that meant 13 july. Yet we know it was at least 12 July and because of insights provided by Slugger I know it was prior to 12 July if the last reported death was included in the trial. Who cares? Well again it might mean they could have un-blinded earlier and for this reason deny they will unblind on July 13. They have no intention of doing so because either they already have or really intend to do so later.