SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : XOMA. Bull or Bear?
XOMA 31.99-1.5%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cacaito who wrote (13696)5/29/2000 11:31:00 AM
From: Robert K.  Read Replies (1) of 17367
 
Cacaito, I think you are correct >"to a point". I think that
yes $10 million exposure is trivial to bax. I think that yes bax is interested in other indications"besides meningo"
I think that yes intra abdominal or even cardio-bypass are real choices. I think that gw is correct that x is protected thru trial expense and commitment and thru royalty rate.I think that yes you are correct that in intra abdominal the "time-factor" of accrual can be eliminated by
pre-consent not post-consent(like meningo). I think that yes anti-cd11a will have lots of competition. I think that
you still underestimate anti-cd. I think that you really underestimate the commitments of baxter, dna and allergan.
I agree with blue, that the real surprise is if bpi does not work. Standard Ks'
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext