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

To: Slugger who wrote (10339)	6/3/1999 11:51:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Slugger, I must be a total failure at explaining things. Castello's point was made as a cautionary comment to Murphy. The four that died after being enrolled were not "removed" from the data. They are part of the 34 who died while enrolled in the trial. They could be counted in either arm of the study and thus the chance of zero deaths must be judged in that context. I do not know what analysis, if any is made of how soon one dies or how long one lives after the infusion. Not sure it is something that can even be dealt with given the small sample of deaths. These 4 are not like the 62 who were not enrolled. These four got an infusion of either the placebo or BPI but no one knew which. As Cacaito has taught us, what they got was determined by pure chance. It is not one gets placebo and the next gets the drug, etc. All four might have been in the treatment arm or none might have been.

To: Slugger who wrote (10339)	6/4/1999 2:04:00 PM
From: aknahow	Respond to of 17367

Finally checked out Autex and I Watch with a financial guru at a big house. He remembered talking to me about the WSJ article years ago. He thought he convinced me it meant little. Showed him the pages on both sites. He had not seen them, but was impressed. Ran a few of the stocks he is interested in. I asked him to find out about manipulation, how they use it and etc. While, I was disappointed he did not know anything about it, I know he will find out all about it from those at his firm that use it. He was institutional bond trader, and he will check with institutional equity people.