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Biotech / Medical : Biotech Valuation
CRSP 55.48-8.8%Jan 23 3:59 PM EST
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To: Icebrg who wrote (8130)4/13/2003 11:26:34 PM
From: Biomaven  Read Replies (1) of 52153
 
Erik,

Seems like Xoma will take the $40m deferral and hope that the launch is succcessful enough that when it pays the balance in shares their stock price will be higher.

What's the latest timeline for Raptiva? Is there going to be an AC meeting? I haven't kept up with developments at all.

With Enbrel's good results in psoriasis, Raptiva is now really going to be the third drug on the scene, not the second. Still, deferral or not, a 25% shares of a decent drug would certainly drive Xoma higher. But there still must be a fair amount of regulatory risk left here before approval.

Peter
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