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

To: Andrew H who wrote (4234)	10/22/1997 5:52:00 PM
From: aknahow	Read Replies (2) \| Respond to of 17367

Andy, in addition to what Tharos may post it is believed that PIII Trauma trials will be given go ahead by FDA shortly after Nov presentation in Vienna. Or at least that what my mother said.<g> Figure you don't need explanation, but not sure.

To: Andrew H who wrote (4234)	10/23/1997 2:27:00 AM
From: Tharos	Read Replies (1) \| Respond to of 17367

Andrew, By conclusive I mean that the product is far enough along in its testing processes so that final FDA approval to sell the product is highly likely. This could be a different place for different drugs. There is some doubt about sepsis drugs in general, so IMHO Neuprex may have to be farther along in tests than the average product. The only partner Xoma is now actively looking for, to my knowledge, is a partner for IPREX testing. Pfizer was involved in E5. Genentech is partnered for hu1124 (psoriasis & kidney transplant rejection). Who is currently helping fund Neuprex meningitis trials? I thought Xoma was funding the tests by itself and believe the annual report (pg 13) discussing increased expenses at least suggests Xoma is handling Neuprex all by itself because no other partner is referenced. If memory serves me well, I remember it was this lack of a stated partner for Neuprex testing that led to the speculation as to why there was no partner, which led to the conclusion that maybe it was because Xoma was holding out for a point in time where they could get the best licensing deal for the product.