Yes, and I think those that have a greater understanding of the science are most apt to
believe XOMA is a one
product company, that has simply sliced and diced BPI. Thus if Neuprex does not
work in the Meningo. trial it
will be a 0 instead of a 1.
I have seen and thought about the argument, by someone I respect, that selling a
product at a high price that
bleaches cotton and later is discovered to also kill weeds, at a lower cost than
competing prices for weed
killers, becomes difficult to market. (To the original poster, excuse my total
bastardization of your post), I at
least remembered the thrust, or at least thought I did).
But the Allergan deal is very instructive. Sure they got the rights to rBPI21, but these
rights are restricted just
to its use in conjunction with antibiotic products for ophthalmic use. Don't think any
lawyer would have a hard
time drawing up a restrictive contract making sure this was clearly spelled out. So
even in this limited slice
XOMA was able to keep the anti-angiogenesis properties for itself.
Is Mycoprex a derivative of BPI, as lay person I would say yes. Can it be developed
as a separate product?
They are doing just that. Then there are the anti protozoan properties.
So, frankly I don't see XOMA as such a binary bet. They have not partnered out for
global use of BPI and I
hope they never do. |
