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

To: opalapril who wrote (4966)	12/1/1997 7:13:00 PM
From: aknahow	Respond to of 17367

Opa Lapril, the idea that BPI can't be given in time has also been expressed on Biotech Rumor Mill on Aug 27. It is a possibility that Hospitals in Australia were approached to participate in trials long before I thought of the idea of having Southern Hemisphere test sites. People there would have seen the P I / II data before the Lancet article appeared. If anyone had decided not to participate for what they in their judgment consided sound reasons, seeing the Lancet article would push a hot button and generate a quick response. It has been difficult for me to understand the speed at which Duncans response was sent to Lancet in time for inclusion in the last issue. Did any of the above happen? Probably not. Could it have happened? Yes. Cacaito's post I think deals with issues quite well. No one seemed to be saying anything about the results in an exagerated way and Xoma has cautioned everyone to not jump to conclusions. P III is being done with 200 people to resolve the issue of statistical significance. By Feb according to an older post by JOEBTI (4558 ??) we should know something about P III in Feb. The DSMB may have met by then for the second time.

To: opalapril who wrote (4966)	12/1/1997 9:35:00 PM
From: Robert K.	Read Replies (3) \| Respond to of 17367

Good work there opalapril. Lets hear the results of your e-mail. FYI-xoma glossary is complete pending "overview". Some other updates almost ready too. Faq will have to wait a wee bit more. Thank goodness for the difference between lbp(rotien) and lbp(eptide). I think lbp (protien) has a lot to offer regarding xomas future, but thats premature speculation on my part. Also xoma cash is probably down to 25-30mil, we should see either gne money soon,financing, a deal or any combination in the not too distant future. Oh, almost forgot, angiogenesis product is not high priority at this time (resourses are on bpi21) however that could change with a deal.

To: opalapril who wrote (4966)	12/2/1997 4:03:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Opa Lapril, How does The Lancet or any similar journal work? Allan Duncan not only responded to Giroirs previous article but also to a similar trial using Protein C which was described in the very same copy in which duncan's letter appeared. Is it possible that having received his response on the first article he was asked to opine on the yet to appear article also? Or was he sent an advance copy of the second article prior to publication because his opinion is widely sought? Just interested in understanding how things work.