XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 31.25

-2.9%

2:19 PM EST

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To: Bluegreen who wrote (16513)	12/6/2003 4:49:58 PM
From: Robert K.	Read Replies (1) of 17367

Well said Blue. I dont disagree with anything you said. I also dont disagree with anything I said. VBG. That said, I have every reason to believe that getting people onto Raptiva will be easier than many think. I say that because I have talked Rap with at least two healthcare professionals who have seen how receptive some psoriasis afflicted are towards wanting to get on newly approved Rap. >fyi> some were enbrel, some were non-enbrel. My guess is enbrel will try to keep market share from Rap in psoriasis and wont succeed and enbrel will now have to watch their back on those other enbrel indications. IMO there will be many indications that these two will slug it out on. IMO both will be winners as the market for biologics just keeps expanding. IMO both will be big sellers its going to come down to who has the biggest share of each indication. Enbrel has the advantage of a head start. skd

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