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Biotech / Medical : XOMA. Bull or Bear?
XOMA 26.62+1.6%Dec 31 3:59 PM EST

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To: aknahow who wrote (10590)7/1/1999 11:29:00 PM
From: Cacaito  Read Replies (3) of 17367
 
Fungizone from Bristol-Meyers, Amphocin from Pharmacia & Upjohn.

Both are brand names of the generic Amphotericin B.

There are also 3 liposome formulations of Amphotericin B, treatment is shorter (from 4 to 8 weeks to 1 week long) doses are up to 5 time higher and side effects are much more less.

Abelcet from Liposome. Ambisome from Nexstar (merge with Gilead),and Sequus (adquire by Alza, and Alza adquire by Abbott) has another liposomal amphotericin.

An important player is Pfizer, they have Fluconazole, the most prescribed antifungal, but relatively easy for fungi to developed resistance.

Fluconazole and Amphotericin are rarely combined, and they are actually promoted as not good for combination due to increase side effects.

Pfizer still have several years before their patent rights allow generics, this makes it a much more valuable product to defend, and a combination with Mycoprex could extend the life of the patent (my guess).

Pfizer is a strong candidate for neuprex, since they already had the E5 negotiations history.

Any company with a strong oncology presence could be interested in mycoprex (and Neuprex), the likes of P&G, Amgen, Lilly, BMY, Chiron...
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