XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 31.16

-3.2%

Dec 1 3:59 PM EST

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To: Bluegreen who wrote (16517)	12/7/2003 4:08:27 PM
From: Robert K.	of 17367

We are not in disagreement at all blue. but there is absolutely NO reason for xoma to make Raptiva with 3 fermenters of 2750 liters each. Vacaville has it covered. Secondly, they would have to match the dna process exactly and get perhaps get further approval from the fda. Now that said, you CANT make a generic or a copy unless you have the same cell line.(which xoma/dna/and perhaps sra have access to) Thats the beauty of biologics. no cell line >no copycats. So, xoma has those 3 fermenters and they will be used for supplying and furthering their own pipeline and collaborating with others that dont have perhaps any capacity for phase trial supplies. Xoma can scale and make limited quanities, not meant for large scale production. Hope that helps you. vbg

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