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Biotech / Medical : XOMA. Bull or Bear?
XOMA 32.31+1.4%3:59 PM EST
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To: Robert K. who wrote (6825)7/28/1998 2:27:00 PM
From: aknahow  Read Replies (1) of 17367
 
Bob, saw your post on the V.D. thread and Ricks response, and also your reply. Obviously saw Bluegreens post also. While there are many big issues I want to ask about smaller ones. I agree everyone can look at the same facts and still form different conclusions but I have trouble understanding why one would see the deal with INCY as disproving XOMAs statement that the INCY patents would be a hindrance. I recall Castello also saying that XOMA would seek to resolve patent disputes without litigation and by licensing agreements. This is just what was done and the deal done IMO opinion as well as others was that it was a good deal for XOMA. So, as a fact the INCY patents have not proved to be a hindrance and payment of a modest sum occurs only as a result of sales of products using the patents and is limited. Yes, a small up front payment was made.

The second small point is meningococcemia not mattering. You mentioned a short time ago that Meningococcemia is sepsis and I think everyone agrees. If Neuprex works on one especially sever type of sepsis why would one just dismiss it as not having any potential use on other types.

I am interested in hearing more discussion about his slice and dice arguments, which I have heard from others before.

You might ask why I don't ask Harmon directly and my answer is I feel uncomfortable posting on the BVF thread since this is a XOMA issue and also on the V.D. thread for the same reason. In addition I am sure Rick will feel free to say whatever he wants, where he wants.
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