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

To: Robert K. who wrote (5119)	12/14/1997 10:27:00 PM
From: Tharos	Read Replies (1) \| Respond to of 17367

Bob, Posted updated technicals to geocities.com Did it on my notebook so graphics may look even fuzzier than normal. From a purely technical perspective now would be the time to buy as this is as low as it should go. May be able to get an order filled over next week or two as low as 5 13/16 but I buy into the belief that more money is lost over trying to squeeze out that last quarter point than is ever made. IMHO with total stock picture as we understand it today, consider anything less than $6 a "good deal."

To: Robert K. who wrote (5119)	12/14/1997 11:16:00 PM
From: aknahow	Respond to of 17367

Bob, thanks. Think the slightly different wording heped me understand it. BTW Dr. Giroir responded to my e-mail. Said the reply to Duncan was sent to The Lancet. He does not know if they will publish it. Giroir said in efect that while BPI is not a done deal either scientifically or regulatorily that Dr. Duncan did not present any issues and his coments were not insiteful. Dr. Giroir said that it is to be expected in any novel treatment that opposing views will be presented and that if additional ones are they will be responded to. The above is not an exact quote but it is a fair representation of what was said. I tried to forward it to you but had proble doing so.

To: Robert K. who wrote (5119)	12/15/1997 1:00:00 AM
From: Cacaito	Read Replies (1) \| Respond to of 17367

Robert, ANCA was not found in the meningococcemia patients, and they stated that there was blood sampling limitations to do it in children (a common problem in children clinical and research conditions). The antibodies agains BPI (ANCA type) were found in patients with vasculitis, inflamatory bowel disease, and cystic fibrosis. This are patients with a primary causative autoimmune condition (vasculitis and Inflamatory bowell disease) or a secondary one like in cystic fibrosis. This is not the allergic type that will give you problems inmediately, and the fact of using the rBPI does not increase risks of autoimmune condition. the reaction is against C terminal region, the other extreme of the protein, not the functional part I think the N terminal which is actually rBPI. This could be a plus of rBPI, it could explain why in Inflamatory bowell disease patients are prone to a severe complication that is relativily common to then: Toxic megacolon, and even to the relapsing nature of the disease itself depending in the ability of BPI to increase functionality during different periods or the reverse. And rBPI could end up being of help in another field of diseases, not to cure then but to treat their complications or ameliorate their course. (lots of speculation here on my part). Even if some patients are getting problems with this ANCA business, it will be a chronic long term condition. The target conditions are inmediately life threathening, no choice here but to try to survive. Again sapeculating, probably the very sick patients that will be treated will not have time, neither body resources to mount an immune response to rPBI. There are problems with Insulin responses of very similar type, it used to be common with porcine insulin products (the old pig insulin), but a very diminished product with rHumanInsulin. (r for recombinant proteins coming from genetic engineering techniques, like rBPI). ANCA is not a problem. It must not be a worry at all.