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: Cacaito who wrote (9080)	3/10/1999 6:28:00 PM
From: Robert S.	Read Replies (2) \| Respond to of 17367

After reading and considering the issues presented in the DMSB article, I have to conclude that things are not as bleak as I previously thought them to be; on the other hand, I do not feel things are quite as rosy as most on this board seem to believe. The trial extension was explained after the fact, not before, and to a skeptical eye such as mine, this causes some doubts; but, as per the article, there are at least some plausible potential reasons to account for the extended Phase III trial. Time will tell. Will the market understand that effectiveness in meningococcemia means effectiveness in the other gram negative bacteria? This is quite a leap of faith. If BPI exhibited overwhelming efficacy, leading to an early trial termination, then your statement would seem more reasonable. If the efficacy is marginal for meningococcemia, who is to say how this demonstrated efficacy will translate to other maladies, gram negative or not? Just my non rosy opinions.

To: Cacaito who wrote (9080)	3/10/1999 7:20:00 PM
From: Chris Boylan	Read Replies (1) \| Respond to of 17367

message from Cacaito: > Will the market understand that effectiveness in meningococcemia > means effectiveness in the other gram negative bacteria? Does it matter? A lot of people have no idea what they are getting when they buy a particular stock. Ergo the standard advice to invest in the company you work for and the things you know. Effectiveness in meningococcemia would/will be an enormous endorsement for XOMA's bpi franchise and will give them a story to tell that will translate into higher stock price, analyst coverage, momentum, an easier time/better price raising equity, better opportunities for BPI deals with major pharmaceuticals on better terms, shorter ball games (that's for you bluegreen) and better sex. It's your point from a post yesterday, all or nothing.