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

To: dwight martin who wrote (11376)	8/18/1999 9:21:00 PM
From: Cacaito	Respond to of 17367

Dwight m, coaulopathy type of dysfunction was used as a marker to calculate and clasify severity of illness. Bpi did have beneficial effects in coagulopathy, but secondary to anti-infectious/anti-inflammatory properties (maybe also pro-coagulation properties, but less so). Xoma has a patent to use it for anticlot type of problems (good shot for 15 years from now). There are many outstanding drugs like integrillin, Reopro,tpa ,new super tpa from Genentech is a marvel,and many other good ones, (and TPA is trying to become the first approved competitor of Bpi, or just go and check Dr Giroir mail exchange with the Australia guy) to come and think that it will be the saving offshot from the bpi/meningo trial to get an anticoagulant? not feasible. Xoma must show bpi decrease mortality (despite costs), and decrease morbidities (costs are a problem) to have a chance. Id decrease morbidities alone will get the drug approved there are two main candidates: 1. decrease brain/neurological damage (posible) 2. decrease lost of limbs (amputations) 3. Both are complicated to prove because marginal decrease mortality (real effect, but not statistically proven)can paradoxically increase the same morbidities one is trying to decrease. My take is that it will be good for both and approved. (my money is not exposed at this moment, all disclaimers apply).