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

To: LarryS who wrote (7261)	9/21/1998 9:47:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

From the point of view of anyone not expecting a recommendation for an early halt this announcement contains what seems to be good news. Another review shortly before the end of the trial could mean going to the FDA with the data analyzed by the DSMB which will include those patients for which the 90 day follow up information is available. This would perhaps save about 3 months. The above is true only if a halt for positive reasons occurs. Realize some wanted an early halt now but we were all told by XOMA that the expected outcome would be to continue the trial. Understand that as of today the accrual has reached 261. I must admit I do not know what kind of recommendation could be made just before the end of the trial that would have a serious negative impact. I hope not to find out. Adding more subjects would in my opinion be negative because it would seem to imply no early halt and a loss of the potential time savings of not having to review the follow up information. Congratulations to slgonzalez. What happened RobertK, she beat you to it!!

To: LarryS who wrote (7261)	9/21/1998 11:46:00 PM
From: Robert K.	Respond to of 17367

We may see a serious increase in volume. Just a guess,,,,,,,

To: LarryS who wrote (7261)	9/22/1998 10:51:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 17367

Did I find all the relevant information? --I don't see anything bad in this latest development, but it has not moved the stock up either. (snipped from the xoma website) Neuprex(tm): Meningococcemia What did the DSMB recommend in September 1998? (9/98) As expected, they indicated to us that they saw no safety issues and recommended continuation of the trial. They also requested an additional review shortly before completion of enrollment. Was this additional review part of the original statistical plan for the trial? (9/98) The protocol allows the DSMB to recommend additional reviews (as they did in March when they recommended the September interim analysis). An additional review gives the DSMB the opportunity to take a final look at the results. If the trial design requires any final adjustments, we can make them. If the data are sufficiently positive, we can get a head start with the regulatory authorities. (snip) I've jumped onboard now that the stock seems to have made a bottom--but I would ask the thread this question: How do things stack up in the patent accumulation battle for rBPI? "XOMA has 2 issued U.S. patents and 3 U.S. Notices of Allowance relating to BPI protein products in this area" (angiogenesis) The xoma website mentions that more than 20 BPI-derived peptides have demonstrated antiangiogenic activity as of April 97. So, there must be a lot of players out there? Actually I think maybe not--but I'm still looking. Also, for other newbies to xoma, here is a link to a post Rocketman did on the incy thread, might be worth reading. Message 5365497 --MM