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

To: aknahow who wrote (4940)	11/29/1997 6:32:00 PM
From: Robert K.	Read Replies (1) \| Respond to of 17367

First, dont let what that md said shake your confidence. Do make a mental note of it and weight it appropriately in your decisions. Liver 72 patient started about june 95. Consist of 12 patient low dose and "up to" 60 patient high dose phase. In Europe. That may be significant in itself. Significance. Partial hepatecomy(sp). Not many performed in usa, More so in europe. Market, not big. Investor interest, not much. Now for the good part. Liver is "I believe" responsible for clearance of endotoxin. Damaged or not functioning liver cant clear endotoxin. Endotoxin is implicated mediator of sepsis/shocks/ards etc. Additionally, liver surgery weakens gut-mucosal barrier, which they think may cause bacteria leak into bloodstream then sepsis/shock/ards etc. Now they can stop the trial at any point now, I believe at xomas option. Double blinded so results not really known. Ok so far. Continue to next note

To: aknahow who wrote (4940)	11/29/1997 11:03:00 PM
From: Cacaito	Respond to of 17367

The single death in the MeningoII study was the 18 year old with the severe oesity problem, 154 Kg. He was assigned to the highest dose group 2mg/kg and died on the day after completion of the infusion. This patient was found in the autopsy with preexisting coronary (the arteries that supply the heart) and abdominal aorta atherosclerosis a not so uncommon finding. But the patient died from myocardial ischemia and a focal infart in the heart. The same thromboembolic events that causes the amputations due to abnomal coagulopathy state, with formation of clotts intravascularly and bleeding tendencies, created the conditions for the heart infarct, which this patient would have gotten decades laters due to the atherosclerosis, just untimely accelerated by the meningococcemia. Summary: this patient was the most severe and complicated case one could imagine.

To: aknahow who wrote (4940)	11/29/1997 11:13:00 PM
From: Cacaito	Respond to of 17367

And the rationale behind the decision to go after meningococcemia comfirms Xoma's good decision. They said that " endotoxin levels are 30 times higher than in other septic conditions". It is a very clearcut entity with a known predictsble outcome, different from the E5 trials which "included many patients who did not have gram negative disease" as the cause for their shock. And it reminds us of the hemorrhagic type III goals that were refined to a more narrow population and more narrow goals, based on the real world clinical situations derived from the type II results.