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


To: aknahow who wrote (7130)9/2/1998 4:17:00 PM
From: billieo  Read Replies (1) | Respond to of 17367
 
So,after all these threads today, and to someone who has a relatively strong position in XOMA at various prices, are all of you saying this is probably a "buy" now or is it a gamble on an acquisition or is it best to perhaps buy into the tax selling for a better 1999? Clearly, if I read all of these messages somewhat correctly, it appears to me most of "you" are quite strong on XOMA and quite knowledgeable and apparently with rather heavy positions. I have to agree that this current price does not bode well by keeping them in the penny stock category. Sorry I can't shed any light on the subject, but thank you all for your comments and seemingly well founded data. Very interesting and encourages me to buy more. Or am I wrong? thanks



To: aknahow who wrote (7130)9/2/1998 5:28:00 PM
From: JOEBT1  Read Replies (2) | Respond to of 17367
 
George--Xoma is not totally blinded to the data. There is an XOMA employee, a statistician, who has the data in addition to the DSMB. So Xoma could choose to stop the trial based on the data. "Theoretically" no other insider is privy to the data.



To: aknahow who wrote (7130)9/2/1998 6:00:00 PM
From: Edward Paule  Respond to of 17367
 
Also remember that the DSMB will be reviewing data only on those patients that have completed the 60 day follow-up. Thus, the number being looked at by the DSMB is somewhere in the 220 ballpark, not the current 250+.

- Ed.