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Biotech / Medical : XOMA. Bull or Bear?
XOMA 30.34+1.8%1:12 PM EST

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To: aknahow who wrote (16310)10/3/2003 4:23:24 PM
From: Cacaito  Read Replies (1) of 17367
 
Cutebpi for the 5% (maybe 10%) severe acne, the cystic pustulous scarring versions, could make sense.

xoma hint an application 3 times a week (strange, but reasonable for expensive product).

Botox comes to mind, it is indeed expensive but only a segment of the probable population, aging with disposable income, could make the drug economically feasible. Elan is apparently having trouble with Myoblock (more expensive to manufacture than Botox, and the faster effect does not balance well with the faster fading of effect).

Cutebpi should be a $250 to $500 per course to make sense (and this is a wild guess), but a reasonable amount that even insurance will pay for the product if it is effective, and another part of the population will pay out of pocket (they will, is a frustrating problem).
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