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

To: Robert K. who wrote (6766)	7/23/1998 10:35:00 AM
From: Bluegreen	Respond to of 17367

It would be a case of incompetence if they weren't ramped up IF we get halt for approval in Sept. And how far away is Sept.?

To: Robert K. who wrote (6766)	7/23/1998 10:48:00 AM
From: aknahow	Read Replies (2) \| Respond to of 17367

Bob, I agree it means they are making plans for production but that is something one would expect of any good company. Approval may not come but one can't wait until it does to prepare to produce it. One makes a calculated risk and gears up to be ready. They do know the total death figure for the phase III meningococcemia trial and IMO this information might permit XOMA to at least feel the risk of gearing up are not overwhelming. My reasoning is, how much would you be willing to spend on gearing up for manufacturing if the total death rate of the entire patient group was 20%? If it was 10% while this does not mean Neuprex works, and might mean only that the standard of care had improved, it could also trigger a decision to be ready to produce. So, yes it's good news or at least better than a kick in the pants. The stock aside, I wonder if the XOMA haters really have no idea of what a significant product Neuprex may be. Once XOMA gets a decent financial base and can run more trials or peer reviewed articles that stimulate other uses I think we will see a lot of focus on BPI and LBP as well as on XOMA's other capabilities in HE and cell expression.