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

To: Robert K. who wrote (8454)	1/23/1999 11:05:00 AM
From: Tharos	Respond to of 17367

not directly related to xoma ====================MEDSCAPE's MedPulse(R)=================== What's new on Medscape, the world's leading medical Web site. READ THE FULL-TEXT ARTICLES ON THE WORLD WIDE WEB at: medscape.com Links to articles featured below may be found at: medscape.com Infectious Diseases_________________________________________ <http://www.medscape.com/Medscape/public/MP/99/0122.html#03> - Insecticide Resistance and Vector Control ---------------------------------------------------------- Mechanisms by which insecticides become less effective are similar across all vector taxa, with unique resistance problems that involve a complex pattern of resistance foci. The main defense against resistance is close surveillance of the susceptibility of vector populations. [Emerging Infectious Diseases 4(4):605-613, 1998] PLUS... - Diphtheria in the Former Soviet Union: Reemergence of a Pandemic Disease Managed Care________________________________________________ <http://www.medscape.com/Medscape/public/MP/99/0122.html#05> - Managed Care Matters - Vertical Integration From the Bottom ---------------------------------------------------------- The big news in managed care pharmacy is Rite Aid's declared intention of purchasing PCS Health Systems. In this acquisition, the second- or third-largest retail pharmacy chain would purchase the largest PBM, with 53 million covered lives and 300 million annual prescriptions. [Drug Benefit Trends 11(1):10, 1999] Pharmacotherapy_____________________________________________ <http://www.medscape.com/Medscape/public/MP/99/0122.html#11> - Trend of the Month - Rising R & D Costs Require Close Management of New Technologies ---------------------------------------------------------- By the year 2005, genomics should create new leads and new areas of business, opening up the markets for diagnostic testing, preventive medicines, follow-up treatments, and even support services. "Over the years," the report indicates, "the industry will see an explosion in the number of leads it can explore, an expansion in the number of conditions requiring treatment, and a growing role within the healthcare chain." [Drug Benefit Trends 11(1):9, 1999]

To: Robert K. who wrote (8454)	1/24/1999 7:53:00 PM
From: Cacaito	Respond to of 17367

2-3-4 final recruitment,plus 90 days follow up then analysis, this is going to be close to August (2000?) 5-Meningo/bpi trial is my motto and meter. 1-6 no comments 7-8 not clueless, 20 years of science (potential since 1978 as per Robert S). 9- Fact: PII showed less amputations, improve limbs. 10- Fact: PII showed benefits compared to historical controls. 11-Same view: demonstration of a good amputations profile is enough reason for approval, but the stock will tank. 3Ms are the key: Meningo, Mortality and MMurphy. 12-Safety is a fact. 13-DSMB halts only with exceptionally strong evidence. 14-Trial extension is protecting our investments. Conservative and best decision by Xoma. 15-Fact: the protocol has 3 arms. More than 300 patients is supported by statistical calculations. 16-18-19-20-21-22-23: Just way for the 3Ms moment. 17.5- Oral antifungal in chronic and subacute conditions like in AIDS, Diabets and Cancer patients is a feasibility for Mycoprex, the work is local in the skin, external mucosas of the mouth, digestive track, genitals. With peptide protection delivery (like EMIS, ALKS work) it could work in subacute/acute not life threatening conditions, as an adjuvant to Fluconazole and other antifungals. The topical (somewhat similar) Eye mucosa work is in progress. The oral/topical antifungal component could be another $1 billion product. 3Ms is the key. Now, I will deal with Rs.