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Biotech / Medical : XOMA. Bull or Bear?
XOMA 25.81+1.1%3:59 PM EST

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To: Cacaito who wrote (15889)7/17/2002 5:33:28 AM
From: Lance Bredvold   of 17367
 
OK, looked at DNA's April 9 first quarter report and found 3 paragraphs on xanelim and a statement that BLA is apt to be delayed beyond summer 2002. The word contingencies did not show up there, but I'll go look another time. Also a slightly earlier report of xanelim manufacturing difficulties between XOMA and DNA.

It's the first time I've looked at Genentechs view of Xanelim and worthwhile no doubt. You are correct in assuming that I was lost with all your talk of contingencies and now understand that item better. L.
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