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

To: Robert K. who wrote (10327)	6/3/1999 12:48:00 PM
From: Slugger	Read Replies (1) \| Respond to of 17367

<<Does 34 out of 395 mean anything? A 8% death rate seems AWEFULLY low in a glasow 8 plus population IMO . And that INCLUDES placebos. >> I thought the same thing, but then realized that only about a third of the patients would receive the placebo. If one were to assume that about 132 patients received placebo and that 30 of them died then you get a mortality rate of about 23%. That number is closer to historical numbers. All speculation, but it would make sense.

To: Robert K. who wrote (10327)	6/3/1999 2:03:00 PM
From: Cacaito	Read Replies (2) \| Respond to of 17367

RK, 62 cases for estimating overall mortality for "arrivals" is appropriate for imaginations.... ... the "bpi distortion" effect, this is bpi efficacy... RK likes : 17 + 62 = 79/(198 + 62) = 40%, for an estimate of the lowest possible non bpi cases (assuming zero efficacy, and 100% safety). (It seems that you agree with GW). ... is 8% low?....for patients in shock?... ...does Xoma has agreement with GNE? or Roche? the old GNE? or the recycled GNE IPO? ...does Roche needs Vitamins? ... Japan is a deal on its own.... ...BOL is my first US choice... ...disclaimers apply... ... Bermuda sand pink? real? painted?