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

To: aknahow who wrote (7890)	11/30/1998 4:30:00 PM
From: Bluegreen	Read Replies (1) \| Respond to of 17367

Remember that Xoma has said all along that this Meningo. trial was a TWO year trial in agreement with the FDA. That is what some of us based our investment decision on. I just want everyone to be forewarned about the possibility of this trial design issue brought up by Xoma NOT me. Two years is two years not 2 years and a month, etc. And then Bob posts about March or April scenario? Two year trial means to me that the enrollment stops and then follow up. Not talk of trial design changes. No one is arguing 90 day follow up. You don't put 90 day follow up before possible trial design change, do you? As matter of fact these issues may be responsible for the rapid price decline over the last few weeks in my opinion. These issues need to be addressed by Xoma hard and fast or I fear we may see even more collapse of stock price, also just in my opinion.

To: aknahow who wrote (7890)	11/30/1998 4:31:00 PM
From: Tharos	Read Replies (1) \| Respond to of 17367

"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. Possible answer for this is having been burnt with E-5, Xoma is being very cautious. I want to temper this thought, it is offered only as part of the conversation and is 100% conjecture on my part. I tend to lean with Bluegreen on this. If it is a bait-n-switch, I too will most likely call it quits on Xoma long term and watch it only for potential short term trades.