XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 30.46

+2.2%

9:34 AM EST

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To: Robert K. who wrote (13702)	5/30/2000 10:52:00 PM
From: Robert K.	Read Replies (1) of 17367

Sometimes I hit-em> Replay of 13704, read last line and remember first few lines...... "Blue> yes i too feel confident that baxter will indeed get us to conclusion. They have the power and resources. IMO it pretty much just a time question now. I beleiev the xoma-bax agreement protects xoma interests and we just need to let bax do their thing. Regarding dna, i see that as a partnership where xoma and dna BOTH see growing opportunity. Regarding allergan>everyone is underestimating what and why allergan did this deal. " Underestimate no more. George, you ar e getting warmer, what is allergan discovering about bpi? >specifically, what does bpi do to fungi, and protozoa, aaaand, what about this bpi "stand alone" business. Hey did you know that something like 35% of eye infections in europe are showing resistance? Hmmmmmm. So, if bpi shows these actions or hints of these actions to allergan then what of in vivo? Perhaps bax will be the next to up the ante when they start to play with it. After all their uses are pretty specific. NOw I will say (and not as timely as last call) dont underestimate the antifungal power/safety. Novel to boot.

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