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

To: aknahow who wrote (7143)	9/3/1998 1:28:00 AM
From: Slugger	Read Replies (1) \| Respond to of 17367

<<If anyone at XOMA knew the unblinded data I would think one could tell a lot from just the mood of the person. Several people at XOMA know the total deaths in the trial. These people are blinded as to who received Neuprex and who received the placebo. If this were not correct the trial would not be blinded.>> If XOMA knows the total deaths then they probably know how well the trial is going. If historical data show that 20-30% of patients die from meningitis and data from the trial shows numbers of say 10% then XOMA could imply that the drug is working. If the trial data is close to historical data then XOMA execs are sweating right now. So there are people at XOMA who have an idea how well things are going. Which might answer the question, "why are we hiring all these new people?"

To: aknahow who wrote (7143)	9/3/1998 7:36:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

I generally agree with most of the recent postings. I do think the company knows total (blinded deaths), I do also think they have a person on the dsmb, but keeps company in the dark. All above is (as I understand it) and may not be correct. I do also think that the UK accruals are of lower glascow score nature, and that yes mortality will be lower (as a group) regardless of bpi efficacy. I do also think, one can "read the eyes or mood" of the trial direction. I also think that a dsmb halt might be worth the gamble. I also think that it is 200 plus or minus PLUS 60 day followup, plus time to prepare data and meet. I also think that the surprise dsmb meeting in sept took into account the magic "200" number, which also was the initial "revised" accrual number. I also think dsmb is not far off (weeks). I also think dsmb might even meet sooner then we are told. I also think dsmb will be compassionate as will fda. I also think that if bpi shows a decent result dsmb will stop. I also think antithrombin III points to definate but early competition of a sort. I also think that antithrombin III points to another reason why bpi may work. I also think we have to just wait and see. I also think I am think wrong alot. I also think you should always take what I say as opinion,because it is only that, and never invest based on what I say.