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

To: Slugger who wrote (11329)	8/17/1999 1:47:00 PM
From: aknahow	Read Replies (2) \| Respond to of 17367

Slugger, in all the excitement probably no one cares about parsing words of things not related to the most current issue. But you might. Discussions are progressing with potential partners for the Mycoprex(tm) antifungal product and for BPI-derived antiangiogenic products. <<<<<<<<<<snip>>>>>> The Company has engaged Sanders & Hammel to assist in licensing efforts for XOMA's targeted immunofusion protein technology, including the Genimune(tm) product. The technology has potential to treat automimmune diseases and immune system cancers. I note they say progressing and partners are being sought apparently forI-Prex or even broader development of antiangiogenic products. We knew the Allergan agreement only included anti infective use of BPI and only in conjunction with other antibiotics. So not exactly new but in a way worth repeating. Engaging Sanders & Hammel is new, at least to me. Everyone's own expectations are what lead to our own disappointments. I expected that XOMA would certainly release a bit of raw data. I think I understand now why they did not but with the turmoil I can't get anyone with the ability to explain how combining mortality and morbidity lowers the power of a trial. I understand the implications but I would like to understand the how and why. For now I can see how my own expectations including my thoughts about the timing of the release led me to be disappointed. Not Martin nor even Castello, but my own desires and expectations.