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Biotech / Medical : XOMA. Bull or Bear?
XOMA 24.91-1.7%3:59 PM EST
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To: Robert S. who wrote (8237)1/18/1999 7:32:00 AM
From: Robert K.  Read Replies (1) of 17367
 
I pretty much disagree with the valuation model from many respects, and several people here have pointed out things about this and that
that have me thinking further. Mostly Cacaito and one other person.
As Cacatio stated the model is flawed because of bpi will probably not sell $1,000/treatment. But for a moment lets assume that meningo is approved, and we only look at USA market and we assume 3,000
cases per year.
1. Because of the rapid course of this disease, is there any doubt that
most all facilities will stock neuprex to facilitate rapid use?
2. Will doctors WAIT to use neuprex until confirmation in suspected meningococcemia in this rapid course disease?
3. Will that alter the 3,000 treatment figure and by how many?
4. Do doctors obtain spinal taps in suspected cases? How many?
5. Will doctors wait to get clearance from insurance carriers?
6. Knowing meningo is sepsis, will it be used off label a lot?
7. Knowing bpi may be safe, will it be used in suspected cases of sepsis even if unproven?
8. Given the above questions and speculation how would a meningococcemia approval affect actual usage of this drug?
9. Would you want it or demand it if suspected meningo or sepsis for a family member?
>I would like to see Cacaito and that other person expand on this line of thought again. IMO this is relevant and timely.
>all IMO,All disclaimers apply. Nothing may be fact.
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