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

To: Bluegreen who wrote (13986)	7/5/2000 11:06:50 AM
From: aknahow	Read Replies (3) \| Respond to of 17367

Blugreen, Oak Tree is a physician. He probably understands medicine, but he does not understand Robert. Oak Tree posted, (" I hold with Robert, specifically, the natural BPI in the blood didn't work"). This is not what Robert believes. Robert feels P III did not work because the placebo group did get BPI in the transfusions. The fact that all subjects, in both arms of the trial, got at least two units of blood, also apparently was not clear to Oak Tree. Like talking to a tree, people ignore your clear statement of the problem. ""Once again how can you have a trial such as Hemo Trauma when your endpoint disappears by 50%????"" But for this, I blame XOMA. They have never again repeated this information confirming that this indeed was the case. In fact, they have said that the data was not unblinded and needed to be analyzed.

To: Bluegreen who wrote (13986)	7/5/2000 4:26:16 PM
From: Oak Tree	Respond to of 17367

"Maybe a worldwide company like Baxter is smitten BUT then again they have seen the Meningo. data. ALL of us might want to reserve judgement until we can see Meningo. data." We all will reserve final judgement until we see Meningo, however, until then we have to decide if we are going to put our money where our mouth is. I for one am not buying shares in this stock. Also, since I never sell short, I am not selling short either.

To: Bluegreen who wrote (13986)	7/5/2000 4:30:27 PM
From: Robert K.	Respond to of 17367

Actually Oak brings up a good point albiet inadvertantly. Both groups got natural bpi perhaps up to 15x natural levels. Cacatos contention is physiologic levels, also a good point. Oak> not meaning to divert from bpi but xoma has a great pipeline and I would be in x even without bpi at this juncture. However, I still like bpi potential with bax, allergan and someone else (in future) doing the push on it.