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Biotech / Medical : XOMA. Bull or Bear?
XOMA 29.81-4.3%Dec 2 3:59 PM EST

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To: aknahow who wrote (16310)10/3/2003 4:17:13 PM
From: Cacaito  Read Replies (2) of 17367
 
Gw, the pr is clear, researcher sponsored trial means that xoma provides bpi and the sole institution doing the trial executes at its own expense.

By the way, I agree (like you did) at the time with the Rituxan royalty sales, cause I used to believe in the Trauma trial (and you did not)but the phase II was not published until after the phase III disaster.

The trial is ok, xoma should made bpi available for more of this type of trials, even at some expense.

My tia is a nice one in Dallas!

The Cutebpi for acne is also a good approach, not to expensive and a step in the right direction.

I continue not to understand the economics of bpi for acne (same thing happens with many others, the ear, the Allergan eye, the fungi) but xoma should have the notion that it could make sense.
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