XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 25.22

-5.0%

Dec 12 9:30 AM EST

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To: Cacaito who wrote (15928)	8/3/2002 9:52:27 AM
From: Cacaito	Read Replies (1) of 17367

Those articles about psoriasis are very good, very informative and well balanced. I am more inclined to consider xoma (JPM is the source of articles, and they are pumping xoma)not because their product is superior (is not) but because there is room for many in the psoriasis market. Embrel and Remicade are good options, just more cumbersome, same as Btrn and Idec drugs (less cumbersome). It seems that the subjects will be going from one kind of therapy to the next over the years. Lgnd's Ontak/Targretin are more problematic, manageable but problematic. If the Icos/Bgen oral candidate (same LFA1 as xomaDna target) does work (big If) they will take most of the market. But, the National Teflon Medal Winner is the first, anyway !!!

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