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: Bluegreen who wrote (11424)	8/20/1999 1:36:00 PM
From: aknahow	Read Replies (3) \| Respond to of 17367

Yes, I have been watching. Seriously have you ever heard the expression, "What doesn't kill you makes you stronger" ??? The XOMA strategy for sepsis is the right one. Direct rials on core sepsis are just too difficult. Meningococcemia is to some extent about core sepsis. Approval would still be great but even non approval will not mean that Neuprex does not work. Rather it will mean only that statistical significance was not demonstrated in this particular trial. I say only, because the reaction to less than spectacular results has already occurred. Murphy overstated the $2 case for failure and the concept that this is a one product company. Even if one still believes it is a one product company it is not correct to say the product is dead if the Meningococcemia trial does fail. It remains to be seen what the Trauma trial will show. We will just have to wait and see. It is clear however that the result of the P II trauma trial was not as spectacular as the P II meningococcemia trial. But it had statistical significance on the endpoints being used in P III even if they selected after the P II trial was over. So now we wait for Mycoprex deal, antiangiogenisis, (Iprex) deal, P III Traum DSMB, Allergan developments, details on GNE expanded agreement, P III psoriasis start, more info on P III Meningococcemia. and possible other deals on licensing including Genimune.