Biotech Values

[iwfal]

XOMA -

NVS has potent (but sparse) CIMT-type data for their IL-1 blocker in cardiac (I believe it was in their R&D day slides). Much bigger effect than I have ever seen before for any treatment paradigm and IVUS (with which I am more familiar). Perhaps an artifact of non-cardiac arteries - but seems improbable.

Refound it. p=0.02 on 27 patients in primary endpoint of carotid plaque thickness measured with MRI.

Note that Servier is currently running a non-US phase 2 with presumably a similar endpoint (i.e. plaque burden of some sort) so I'd expect them to have data soon - although there seems to be a sizeable lag between when they have data and when Xoma gets permission to release it.