XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 32.13

-0.5%

Nov 28 9:30 AM EST

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To: Bluegreen who wrote (16609)	2/14/2004 12:10:46 AM
From: Cacaito	Read Replies (4) of 17367

Not a good idea at all to treat "mild" cases, it is well known that with most of the biologicals for psoriasis, and Raptiva in particular, that the more exposure to biologicals the more chances they will decrease their effectiveness. Mild cases respond very well to curent therapies. Biologicals for psoriasis will be a good business precisely because the need to keep switching and combining them for effects and no cure at all comes out of their use. That does not mean that it will translate into a good business at xoma. Amevive sold $40 millions in 2003, $17 millions in Q403. Raptiva true 1st Q is the ongoing one, it should be interesting how fast can they break the reimbursement barrier, it should be easier than Amevive. At yho a poster show plan for small Raptiva trial in Asthma, hope it goes well.

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