Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robert K. who wrote (7711)	11/11/1998 4:59:00 PM
From: Starlight	Respond to of 17367

There was an interesting "Opinion" column in the San Diego Union-Tribune today about biotech stocks. Under the heading "What's a good bet for investors?" the following things were mentioned: 1. Investors want to see a track record, such as successful Phase I trials, manufacturing capability and commercialization potential. 2. Products in the middle to later stages of development with a clear time to market. 3. Companies involved in life-saving therapy. 4. Pioneering technology, not just a new-and-improved version of something that already exists. If the article in on-line tomorrow, maybe I can provide a link. Betty

To: Robert K. who wrote (7711)	11/11/1998 4:59:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Bob, of course they look at efficacy but I think it would be a big mistake to think XOMA would have any interest in having an early halt with a "p" level that not robust enough to almost assure FDA approval. Investors might be best off not expecting anything more than, "It's safe and it is recommended that the trial be continued". I for sure am not expecting more. Would not mind being surprised but will not be unhappy if I am.

To: Robert K. who wrote (7711)	11/11/1998 5:50:00 PM
From: aknahow	Respond to of 17367

Old friends, have not seen this one for some time. Note the reference to the meningococemia trial as being an example of the type of sepsis trial that makes more sense. thelancet.com "It is time to stop planning large, multicentre trials based on current definitions. Instead, we should aim to identify well-defined, homogeneous populations based on clinical and microbiological criteria and carry out proof-of-principle studies with agents selected on the basis of well-understood modes of action. Trials of anti-endotoxin agents in meningococcal sepsis are a good example."