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Biotech / Medical : XOMA. Bull or Bear?
XOMA 26.52-22.9%Dec 11 3:59 PM EST

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To: LarryS who wrote (14205)7/23/2000 3:28:21 PM
From: Robert K.   of 17367
 
I would venture a guess that most docs would prefer the DNA drug to the bgen drug. Ease of administration is a issue, but i would certainly prefer a non t cell depleting therapy.
What most fail to understand though is the range of possible applications are enormus if this drug works. Psoriasis and transplant are only two of many. And they aint small apps either. Plenty of room for 2 drugs.
Last point, and its a important one. You claim dna has more resources. Think deeper, ever hear of Hoffman LaRoche?
Do they have resources or motive here? Just IMO.
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