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


To: Edward Paule who wrote (5208)12/30/1997 12:37:00 PM
From: aknahow  Respond to of 17367
 
So, the enemy is us! Still think to the extent that waiting to reach over 8 on the scale results in a longer time period between antibiotic use and Neuprex use that the outcomes of the two groups are going to be similar, unless BPI really can reverse the effects of the endotoxin cascade, after it has a good head start.

BTW to all that have not at least looked at thestreet.com try it out. Its worth the small annual fee.

Also tomorrow F.J. Abella is going to pan MacCamant and Murphy, so perhaps Xoma will get metioned negatively. I have a lot of respect for Abella. Realize he gets paid to promote cos but as said in the past thats more up front than undewriter promotion. Abella can be read at the Westerguard site. Interesting comments on biotechs made today also. Do, I think XOMA should contract Abella? Noot now but at some earlier point might have made sense. Believe I.R. has moved way beyond the need for his services but if a high level I.R. eforrt was not possible than a co probably should use Abella.



To: Edward Paule who wrote (5208)12/30/1997 7:52:00 PM
From: Cacaito  Respond to of 17367
 
Remember the "exclusion" criteria, any patient with probability of imminent death. So there is some balance in terms of severity of illness not to include mildly sick patients, neither close to death ones.

If evidence is good, but no overwheelmingly so, they still could get the FDA to approved further studies at earlier stages. I do not hope for this last posibility. I hope for overwheelming evidence of good effectiveness.