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

To: dlc who wrote (9324)	3/22/1999 11:53:00 PM
From: opalapril	Read Replies (1) \| Respond to of 17367

Follow-up of the last patients continues for 90 days after enrollment ceases. Then six to nine months for filing with the FDA. Final action could be a year or more away, but word will leak out. It always does.

To: dlc who wrote (9324)	3/23/1999 1:18:00 AM
From: aknahow	Read Replies (2) \| Respond to of 17367

Mortality in the two arms will be announced in relatively short time after the trial ends. That, is an expectation, will it come true I don't know. People will draw there own conclusions. Murphy, based on an erroneous premiss, thinks there may be zero deaths in the treatment arm. His facts regarding the number in the trial are wrong. But he points out that if there is a dramatic low death rate in those treated you have real news that will make the T.V. The delay in the trials end is probably bullish as many of us have posted and Murphy points out. He also says as we did that the market understands what the delay means. Also this drug will probably be fast tracked if successful.

To: dlc who wrote (9324)	3/23/1999 2:13:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

dlc, while you posted, "I am disturbed by all the hype surrounding the end of the trial when the real announcement is still a long way off.", it is possible that far from being hype the extension of the trial generated two camps. One felt the extension meant bad news and the other that it was more probably good news as the longer it takes to complete the trial, the more likely the drug is having some positive effect. What we have been unable to pin down is, has the standard of care in the U.K. changed so much for the better, that the mortality rate for the placebo group has declined significantly. At any rate good to see you post again.