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

To: dlc who wrote (9333)	3/23/1999 10:12:00 AM
From: aknahow	Respond to of 17367

I thought the FDA action on the MAGN drug was deplorable and I owned no shares in that company. If the FDA keeps claiming we need to worry about antibiotic resistance how could it not approve a non antibiotic approach that produced the same results? In not approving the MANG drug the FDA hurt the ability of MAGN. But MANG is not quite a good analogy for XOMA. If you read Texas Dudes post of an article in the Texas Monthly, you can be reminded of how well it performed in the open label. And the delay in meeting the targeted deaths also means that something is happening in the treatment arm. The u.k. standard of treatment may or may not have changed. There are good reasons to doubt it has changed that dramatically. See some of the post from the u.k. sources made on this board. Your view of facts and mine is a bit different. I do not believe in absolutes. There is no truth. The speculation on this board has been based on information from sources that are close to the subject. But the information is contradictory, and incomplete. That does not mean that it is not of use. A Wisconsin 30 year study stressed the importance of stratification by severity when comparing mortality and warned of drawing conclusions from an over all death rate in meningococcal sepsis. A U.K. report stated that the mortality rate was 30% for patients with grade 8 or higher on the Glasgow scale. Another cast doubt on the claims of an improved standard of care. Others showed a crisis in u.k. care in general and made one wonder of how in the midst of crisis, care was so improved in the case of Meningococcemia. You may choose to see none of this information as facts but it is far more "factual" than the idle speculation of what is going to happen to the price of a stock found on many threads or the silly exchange of insults among posters, which is also common.