Replies to post #162576 on Biotech Values

[DewDiligence]

XOMA…you said "however, I disagree that they are necessarily contradictory to the allosteric-modulation thesis" as a rebuttal against my assertion that Gev had likely shown excess risk of infection in the diabetes trial…

Again, this is a matter of degree: I don’t think Gevokizumab has sufficient excess infection risk to derail the program in uveitis if the efficacy is strong.

Nonetheless, if you believe your rebuttal-via-reference-to-MOA then you should be willing to take my wager -g-

Your proposed wager does not address a question I consider consequential in the overall scheme of things. To reiterate, I’m ok with a revelation that there is some excess infection risk in the aggregate safety database from all Gevokizumab studies as long as it doesn’t preclude regulatory approval and commercial uptake.