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

To: Chris Boylan who wrote (9019)	3/9/1999 10:52:00 AM
From: aknahow	Read Replies (2) \| Respond to of 17367

Since the trial was not stopped earlier or now because of futility, we know Neuprex is producing a favorable result. We do not know if this result is statistically significant. We do know that anything that reduces the number of deaths, also makes reaching the pre established number of deaths more difficult. For me, the logic is compelling. Neuprex, "works". How well? I don't know. I am thinking of a number between 35 and 45. I am also thinking, what purpose is still served by not revealing the "target" at this point? Wonder if the DSMB was even asked if the target can now be revealed? I would respect a logical reason for not revealing the target. And in fact have defended the concealment of such a target early on in the trials. Would appreciate any ideas on why concealment still has a valid purpose with 370 patients accrued.

To: Chris Boylan who wrote (9019)	3/9/1999 11:04:00 AM
From: aknahow	Respond to of 17367

Just sent Ellen Martin this e-mail. "Ellen, I would not ask what the target is , nor even for hints about it. I am upset that XOMA has not explained what purpose concealment of this target still serves. There might have been a very good reason for not revealing this number at the start or even during the majority of the trial. I will humbly eat my words and anger if there is a valid reason for continuing to keep it secret. If there is no valid reason, please get upper management to convince the DSMB that this information must be released to shareholders. In any case management should convince the DSMB to at least permit explaining to shareholders why it is still important to keep the target secret."