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Biotech / Medical : XOMA. Bull or Bear?
XOMA 29.81-4.2%Dec 5 9:30 AM EST

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To: Bluegreen who wrote (15365)6/18/2001 10:56:56 PM
From: Cacaito  Read Replies (2) of 17367
 
Lol? Biogen took ALL the interferons out of the way, CHIR, Intermune, Interferon Sciences, AMGN, AMGN, AMGN and did not took Dna cause they did not dare.

And all that after being LAST to entry market.

xoma/dna has no marketing power stronger than Biogen, unless one included the versatile maromero Gw.

SC vs IM? zero advantage, all patients could learn both easy!

Not checking lymphocytes? good for the label: CBC and Diff every 3 months. Reality, look at Rezulin (the liver killer)ZERO compliance from clinicians after extensive mail campaign by both WarnerLambert and FDA. Same for JNJ campaign with cisapride/arrythmias, and NOBODY listen to checking for pulmonary hypertension and Redux (neither echos). Patients will not lose their time either.

Couple of weeks advantage on clearing signs?(truth will come when BOTH drugs are out in the market competing) and not a problem for a chronic of years psoriasis, not when your patient will need a second course with 2 months in between for xanelim vs 8 months in between amevive!

Biogen advantage in follow up is not chronologically based but BEST pharmacokinetics based. Biogen will be on schedule, praise for xoma 2003.

Biogen will be FIRST in the market with MORE THAN a year advantage IF xoma delays initial application for Q1 2002, especially in the HEADLESS FDA. Bush wants FDA beheaded a la Bluegreen, in the meantime chaos like in IRS and EPA is the rule or the unrule in any case, just 9 drugs approve this year (new molecules) vs 16 for same period, and tons of delays (Amgen, LLy, Genentech... just name it), and you are proud that xoma will go for next year!!!

Biogen FIRST so what is the supposed Dna subq machinery is going to do with xanelim stuck at the FDA? inject a rain check!!!

By the time xoma/dna is out, Biogen will have depot/oral/aerosol and patch forms for all takes, just when first xoma subcute is being given.

Out of xoma!!! buy DNA.

jack as usual talking nerveless without basis neither facts, "even AIDS"... At least his voice chuckles impressed some in the conference call!!! lol...
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