OK, guys, enough!
George..... very good.
Regarding the rumor, this is what I had to say to a friend......
XOMA and Bayer (Berkeley) are about 100 yards apart. XOMA has excess
production capacity (of course, given what happened with anti-TNF, so
does Bayer). XOMA has the B cell patent, licensed to IDPH/GNE. XOMA
has the enhanced yield from culture patent. Bayer and GNE could do a
deal for anti-CD11a (GNE's product in clinical testing by XOMA for
psoriasis). XOMA purportedly has a humanization process.
Doesn't seem completely absurd to me. However, it doesn't make much
sense, either, unless XOMA has (1) some compelling data with
anti-CD11a, (2) reason to worry about BPI, and (3) GNE's best wishes.
OK, later this evening, a deal was announced for NBIX with Wyeth-Ayerst. So.... we have NBIX, CNCT, INCY, SIBI and MDT/Cognetix (thanks, Jorgen!). Please vote if you like. |
