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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 (16152)12/30/2002 5:12:07 PM
From: Cacaito  Read Replies (1) of 17367
 
Blue, blocking (not killing) TNF with remicade and Embrel has resulted in those problems , that you seem to maximize, and they are not so troublesome except when they are !!!

All of the problems just from blocking TNF a relatively much less complex (a simple molecule)implications than blocking a WHOLE CELL at its LFA-1 receptors with the miriad of functions that will be impaired, no way to measure the alleged resulting impairments (at least with Amevive one could measure the depletion and stop Rx, very neat warning system) but not so with cRaptiva which like Embrel and Remicade will be used almost indefinitely until disaster strikes.

In any case, Embrel/Remicade as cumbersome and side effectives as they are are progress and so is Captiva, and even much more Amevive (with a clearcut warning system)!!!

xoma $3 to $4 is appropriate valuation and should go to $7-$8 levels by 2004 when Raptive goes to the promise $1 billion!, of course not counting the millenium dilution and the bpi surprise.

Of course, I do not see blocking LFA-1 with the IcosBiogen small oral molecule drug as troublesome and complex as Raptiva, nor do I want to see !!!
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