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: Robert K. who wrote (14252)	7/28/2000 3:57:44 PM
From: Cacaito	Read Replies (1) \| Respond to of 17367

Rk, I was cheering for a prolong and larger recruitment in the meningo trial, especially when the big 90% or so of patients were of the Low Glasgow score type long ago, now who cares? it did not happen and that is what it counts. xoma management who decided for 400 and not 1200, I guess they made a bet to play the bpi card to get money from bax, a sutro play the pre fda hype the knowing low chances and forget about it, then move on to the next cash cow anticdlla to entice the market, anyway the main objective is to survive the company. Fine, big deal proven failure is not the same as proven not to work, happy! the double negative you like to play with does not efficacy increase,not a positive made, so says the FDA. Sophystry: to prove a negative, is what you are asking for me to do, well in trauma did not work, in meningo did not work. Do you think xoma or bax are going to dump another $20 to -$30 millions for another indication soon? especially with a zovant around the corner? Are they going to go for the plain clearcut sepsis shock group? I do not think xoma is so eager to put a lot more money in another E5 type venture, is question of survival for the company, the bpi focus is gone, pipers are piping psoriasis, not mentioned of bpi, ceoperson started to lay down the notions of more bpi trials "for the next season if at all" or something in that order, there is nothing moving on bpi. Plain lack of confidence on bpi, the forever delay publication of meningo data(the fda does not allow us is still heard in yahoo like something new)(the pr review is taking long)in the meantime xoma has put like 10 to 15 new articles just the last 8 months all the leftover bpi research, like the recent hepatectomy thing, just a leftover basic science debris of the pI/II that is now in oblivion, nothing on the fate of the human subjects, what for? it was abandoned, another failure of bpi. Allergan? hey, 1 1/2 year after first agreement the result is not a funded trial but yet another agreement, it does sounds like commitment, do you think that initial money is in xomas hands to use as it please, forget it is Allergan that control that money how and when it will be use. Cystic fibrosis and bpi, no one mentions it anymore. Abdominal infections, it was like an always obscure thing not even sure if they did a press release on it ever(bax should be interested, yeah in my mind). And the best shot bpi/zovant is just as per gw a 10 year thing, wow that will move the share price.