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

To: Robert K. who wrote (7576)	10/30/1998 1:08:00 PM
From: Bluegreen	Read Replies (4) \| Respond to of 17367

To: Bluegreen (5837 ) From: Rocketman Friday, Oct 30 1998 12:34PM ET Reply # of 5846 XOMA Presents Clinical Data at Sepsis Forum Showing That LBP Detects Bacterial Endotoxin Exposure and Predicts Patient Outcome IMHO, XOMA is on the right track with LBP. One of the problems with the sepsis clinicals has been that the severity of the patients vary so much that you can't get a good random match between the treatment and the control group with a reasonable sample size. This is thought by some to be what killed Centorcor and Sepragen's clinicals on Sepsis, and could possibly be what also killed XOMAs antibody product for sepsis. Having an assay that predicts patient outcome, gives XOMA a much better chance to have comparable treatment and control groups and thus the ability to have a reasonable chance to demonstrate efficacy. Now, the word was obviously out about this presentation, just not the press release. My guess is that XOMA's recent surge will reverse itself soon. This company is subject to no analyst coverage and very little if any institutional respect. Plus, the vast majority of people don't understand the implications of this breakthrough. So, I doubt that this surge in share price holds for long. In fact, today's action seems like the second half of the "buy on rumor sell on news" phenomena. OK, you careful XOMA watchers out there, I haven't followed XOMA in a long time, what is the status of the sepsis clinicals and other relevant stuff. What is the anticipated date for data and then submittals to the FDA for approval? I could see taking a long term position in this for the Model, but only after the dust settles and XOMA is boring again. And, I know some of you are following the XOMA thread, but I don't have it in me to do it myself. If XOMA hits it will be a huge homerun. I think that this breakthrough increases the possibility of there being a hit. But, I am unwilling to invest after a rumor run up, let's wait for it to be really boring again. V1, your thoughts on that? Rman