Rick, I cannot compare to your knowledge of science(in general) but in reading your comments I would like to re-iterate 2 points you made.
1. .You said>>> I believe that BPI will beat sepsis if anything will, and I occasionally trade the hope..........
(I can genrally agree with that)
2. You said>>>..... both the upside and the downside potential is significant, but the downside will be fully realized on the failure of a single molecule.
(I very strongly disagree with that statement)
>first of all xoma (for now anyways ) has hu1124 with gne
>you know (LFA,anti-cd11a) YOU LIKE IT, and at this juncture adds
real value to xoma. Besides that they have expression technology
which may provide downstream royalties (as does INCY) AND the have monoclonal humanization technology the value of which is anyones guess (but may compete with pdli).
BUT......what really gets me about that (future resting on a single molecule statement) which I Know you believe in, is the value of
the fungicidal (which happens to be a bpi derivative).
Safe, oral, cidal, potent, synergizing. Man if thats not a combo that we need then you are looking the other way bigtime. there are lots of other stuff like angio, lbp etc, but my point is the fungicidal ALONE is a slap in the face to your one molecule theory of xoma. Yes, one PARENTmolecule, but MANY diverse drugs and applications of very significant potential. All coming from a "SAFE" single molecule.
Very significant pipeline. All IMO. END. |
