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

To: William L. Molair II who wrote (8453)	1/23/1999 10:02:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

Points and opinions>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> >>>1. I think that Ellen releases info as appropriate and that we do not get the whole story as she deems. 2. I think that the menino trial may end with or without notification. If with notification, then perhaps without results. 3. I think this (what if) would lead to even greater speculation. 4. I think If no notification then a announcement with prelim results after the fact. (ALL GUESSWORK on my part) 5. I think investors are too focused on meningo and soon forget about other stories like hu1124,financing,iprex,mycoprex,new indication,deals, liver trial,CF trial, DSMB pending on trauma etc. 6. I think PT's posting are extremely thought provoking. 7. I think that there are at least 4 to 5 reasons why bpi21 has a chance to work in meningo. 8. I think we are clueless as to what reason(s) it may be. 9. I think the P2 meningo showed slightly higher amputations BUT a lower overall morbidity 10. I think that the overall result in meningo (p2) showed a benefit as has every bpi21 trial to date to some extent. 11. I think that effect on circulation to the limbs is itself a reason why bpi21 has a chance to show benefit.(dic) 12. I think that we are probably past futility and safety issues at 339 entrants. 13. I think that if p3 meningo results were exceptional the trial might have been stopped. 14. I think that if the trial has extended past 200 then 300 or the fact it has extended at all can just as easily be a positive sign as a negative sign. 15. I think the 3-arm meningo hypothesis 300 is very interesting. 16. I think the importance of the dsmb trauma is extreme and almost completely overlooked here. 17. I think the low volume and lack of news make s this stock extremely volitle for any or no reason. 17.5 I think that if a oral mycoprex why not a oral bpi vs other stuff.> although NOTHING has ever been said about this. 18. I think that all disclaimers apply to all my notes here and elsewhere. All IMO. Treat as worthless info. Never invest based on what I say,EVER. Do your own research ALWAYS. 19. Chill out. The cards are already dealt. You may have a winning hand or a losing one. Play em or fold. 20. Posted here and there. :-) 21. Good luck. 22. Save the kids.