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

To: Bluegreen who wrote (9494)	4/1/1999 12:09:00 PM
From: aknahow	Respond to of 17367

I do not think XOMA will benefit at all. While we are aware of the anti angiogenesis potential XOMA was not mentioned when ENMD story broke. If XOMA was to take this anti cancer potential into clinic then sure when it does. Do not think that is what the 2 next trials will do. BTW Martin pointed out that the P I has a stated enrollment completion date of January 2000, this does not mean it will need to go that long. They are required to give that data in order to do the trial. Dosing is looking at other forms of providing the drug on out of hospital basis. Sorry if I got this wrong, Ellen, but that's why you should do a press release.

To: Bluegreen who wrote (9494)	4/1/1999 10:11:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Bluegreen from the Fact Sheet. XMP300 anti-angiogenic compounds chronic inflammation metastatic tumors Pre-clinical Internal program XMP600 anti-endotoxin compounds endotoxin neutralization Preclinical Internal program They talk specifically about taking two products into clinic. Then table list only two as pre clinical. Can you say anti angiogenesis? Perhaps there are coat tails but much depends on timing. If it takes 6 months after the Sugen "blast" I see an independent impact. If going into clinic within 30 days from now then yes some impact. If P III Meningo is a success and provides T.V. story within 3 months, then XOMA may have opportunity to talk about other prospects. But really in spite of my time frames I have no idea. Just setting up Robert S to have to search for this post when none of it comes true. Perhaps he is smart and just bookmarks our dumb post. No, would not save much time searching.