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

To: aknahow who wrote (10346)	6/4/1999 11:19:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

" do you think by: slgonzalez 6212 of 6213 Do you think that xoma's pre-specified mortality target, their final total of patients enrolled, (yes, and our consideration of the 62 that expired before they could get in the trial as an indicator of what meningo can do) has the ingredients for an outright statistical winner? A very clear YES to the FDA, a strong message to the scientific community for niche indication, head turner, PIs of multiple specialties trying to work with BPI and related proteins, visiting Xoma with study proposals. This is fantasy, but what if? " <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< I have answered that for myself. YES, I have. Would seem institutional interest in XOMA continues. The only place the institutions can get shares is from retail. Low volume might indicate lack of eagerness to sell at these prices and of course lack of desire by institutions to just buy at any price. Think retail will let go of stock if and as it moves up. The institutions should have little trouble filling their needs without bumping the stock up too much. Why? Retail holders are tired out. Fear of general market. The, "now I can get out even", syndrome. "It is going to fall back and I can buy it cheaper." "Grass is greener, cheaper on the other side of the street." Being able to track "institutional" interest and percent of volume is quite important now. According to Sluggers original post on this, he was not seeing this type of thing before.

To: aknahow who wrote (10346)	6/4/1999 11:52:00 AM
From: opalapril	Read Replies (3) \| Respond to of 17367

George, The endless speculation about the Phase 3 data is entertaining but in the end probably pointless. The sad truth is statistical data can be tweaked in a variety of ways to nudge the results this way and that. From what little we do know, it seems the trial was not exactly run at all times with rigid observance of the protocol. Some who died were given Neuprex even though they weren't in the trial? Some who were logged in died right away and are being excluded from the test population? Excluding some, including others, casting aside the protocol for humanitarian reasons, ignoring it for subjective reasons -- it all sounds like a foregone conclusion was driving someone here. Sitting here in the statistical darkness, as we all are, I prefer to concentrate my mind on a simpler truth: the FDA asked Xoma to undertake Neuprex trials for children with meningo and gave the company every encouragement. It was a perilous undertaking for Xoma and the FDA knew it. The FDA has every incentive to be gentle with us as they review the data. Surely they know this is live or die for the company. My money remains heavily on approval of Neuprex -- somehow, some way, for some indication, however modest.