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Biotech / Medical : XOMA. Bull or Bear?
XOMA 24.85-7.7%Feb 5 3:59 PM EST

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To: Arthur Radley who wrote (4824)11/21/1997 9:20:00 PM
From: Cacaito  Read Replies (1) of 17367
 
Off topic: Aronex

Nyotran, old nystatin(very,very,very toxic IV)dress up with liposomes to use IV. Three better options are out already from Lipo, Nxtr, and Sequ.

Annamycin, a doxurobicin analogue (cardiotoxic) dress up in liposomes
to decrease toxicity in breast Ca. Both lipo (see today's news) and Nxtr are ahead with similar compounds and strategy.

Atragen, all trans retinoic acid dress up on liposomes for leukemia and kaposi's. Ligand's Panretin is topical and or oral and already ahead for both indications. Panretin is a new generation compound, the other is old generation.

Point of light: Zintevir, against HIV, is an integrase inhinbitor a different approach to stop AIDS deal with the #3 enzyme (#1 is AZT/glaxo a reverse transcryptase inhibitor, #2 is viracept/agouron? a
protease inhibitor). But in very early development stay, not a sure thing, but it could turn into a nice product if it works. The others if advance will be source of some cash to developed Zintevir. For the actual price not bad as a side bet.
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