Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cacaito who wrote (11282)	8/17/1999 5:09:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 17367

Cacaito, allow me to repeat this post of yours: This drug either show decrease mortality or bust. Morbidity is the reason for the 90 days follow up period. Lost of limbs (amputations)is one of the sequelae, and neurologic outcome (brain damage or not, severe or less) is the one to follow patient for longer period. But forget morbidity, they have to show clear decrease in mortality. FDA wants more detail? FDA always wants more detail, they are practically breathing inside this type of trials. This looks like Cephalon/Myothrophin, or worse E5. Right on the money. If you are proven right on the last point re. E5, I hope this management has the decency to fold tents and disappear into the sunset. Less dramatically, it is clear the risk-reward equation has changed. Last week we were discounting positive data on meningo; after today I think one has to consider a significant probability of non-approval or delay. Is this probability 20 or 80%, I don't know. 3-5 bucks looks about right given what I know now. And, yes, one may have to worry again about that ugly floorless in the background. With Ligand this is a sad day for the "Murphyans" indeed. PB