XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 26.33

-8.6%

Jan 16 3:59 PM EST

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To: aknahow who wrote (10810)	7/16/1999 5:32:00 PM
From: Edscharp	Read Replies (3) of 17367

"I just wondered how much of a case the industry has made to the life, health and auto casualty industries that they should consider providing capital to biotech companies." George, As far as health insurance is concerned I think they would be extremely selective in providing capital to biotechs. Companies that produce medications that prevent illness would be popular with the health insurance industry(like Aviron). Companies that provide costly on-going treatments without cures would be least favored. It's hard to judge where in between these two groups Xoma lies. Assuming Neuprex is efficacious, it would certainly add to the cost of medicating patients, but if Neuprex substantially reduces the amount of time a patient is hopitalized, that would certainly be a plus. BTW, in the P2 trials was the issue of hospitalization time ever addressed?

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