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

To: Pseudo Biologist who wrote (4836)	11/23/1997 9:37:00 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

PB-if it was giroir that approched them it was really early probably 93 to 94. Back in 93 they were looking at "select indications in sepsis". One would have to assume that would include meningococcemia. Especcially since centoxin was also being tested for meningococcemia. Also of note back in 93 some of the projected incications for neuprex were---endotoxin neut., heprarin neut,ards,gram neg pneumonia,hem shock,CF,gram neg sepsis,arthritis,solid tumors. Interesting how the hem trauma trial has come back full circle to ards and pneumonia. Some others are proceeding too, and indications have expanded. Regarding IDEC, I think royalties have been probably overestimated. In addition, a liitle thing called ramp-up time......In either case that could pay for almost 20% of operation expenses if it hits.Thas a lot. Regarding FDA-My point is AS IT RELATES TO meningococcemia P3. IMO neuprex fits the criteria for further acceleration(if it works). I think that when we get to 135, if the composite shows a life saving effect (even if not optimal p value), the trial will go open label, AND Other doctors may be able to use bpi pending final results. I think thats what the FDA program CAN do, and I think thats what they will do. ALL MY UNINFORMED GUESSWORK. So if thats the case, by march to may we could see (COULD SEE) a preliminary nod. Now thats what I call WILD SPECULATION> bob