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Biotech / Medical : XOMA. Bull or Bear?
XOMA 30.46+2.2%9:34 AM EST

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To: Cacaito who wrote (16067)9/24/2002 10:25:56 PM
From: Robert K.  Read Replies (1) of 17367
 
Dr C. It aint bax that has bpi on a leash, its xoma itself.
While bax could certainly do a whole lot more to develop bpi, IMO it is xomas fault. Remember bax only has rights to bpi-21, xoma can at anytime choose to develop any other part of the substancial molecule population, but instead they choose in in license other stuff. Nearly moronic.
Next point. Hu1124 aint about "just" psoriasis. The platfom is substancial, and once they get that single indication the rest will be history. A good roadmap will be will amgen takes enbrel.
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