XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 31.81

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3:58 PM EST

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To: Bluegreen who wrote (17006)	7/3/2004 1:52:12 PM
From: Robert K.	Read Replies (1) of 17367

Anca is a BROAD category and my suspicions are the utility of bpi21 and or variants vs bpi-anca mediated diseases of which there are many. More specifically CF. And now somewhat interestingly HIV. The other ancas will have to find their own non-bpi remedies. My other point being the wording "intensive development" and the "lack" of what we are seeing and hearing. It sure appears on the surface that bpi is going nowhere and even xmp629 is still under the radar. I think though that on a deeper level there is continued investigation into the underpinnings of what this molecule will offer up. IMO they swung for the fences with bpi-21 after bpi-56 and bpi23. Maybe it wasnt tweaked enough for prime-time. Maybe it is. In either case the tweaking is still going on and xmp629 is a prime example. The ocular product is also being tweaked and played with. So I guess one could say that they are refining it still across a spectrum of applications and at some point they will have to say "lets go for it" in this or that. Prohost had a VERY interesting comment in that they alluded to that XMP629 success might actually embolden progress toward bpi-21 (or such improvenent). I have been thinking about that a lot and I think that may be a great guess. Its kinfa a backdoor approach to bpi-21. >the new product xmp629 (which will soon have a name) revives the original improved and denied product bpi-21 by virtue of its family success. So, xoma holds most all of the bpi cards, but others are nipping at the fringes. They got something but when will the show their hand(if at all).I predict they will as this product line expands and goes full circle. Remember my approval by 2007 area timeframe theory. Was hottly contested, but I remain unconvinced that there isnt still a economic advantage. If things go well with xmp629 we STILL might see product in 2007 area. Hmmmm......... skd

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