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Biotech / Medical : XOMA. Bull or Bear? -- Ignore unavailable to you. Want to Upgrade?

To: aknahow who wrote (10833)	7/17/1999 3:38:00 PM
From: Chisy	Read Replies (1) \| Respond to of 17367

OS: Just picked this up on another SI thread. Do any of you bio-techies know anything about this? If so please PM me. To: Joe Lyddon (6560 ) From: Patrick Lauder Saturday, Jul 17 1999 12:16PM ET Reply # of 6561 OT ATTENTION, AIDS cure claim found by UPCA subsidiary. Numerous AIDS patients at deaths door treated and now 20 months no sign of VIRUS!!! Stock is up %64 percent from Friday, expecting big PR Monday to confirm results. Visit the Raging Bull thread and do your own DD,.... could be the stock of the decade!!!!

To: aknahow who wrote (10833)	7/17/1999 4:12:00 PM
From: Cacaito	Read Replies (2) \| Respond to of 17367

The National Institutes of Health funding more than $200 billions to basic and clinical sciences in the last 30 years to scientists, universities and companies is the other big factor for US biotech existence. Japan market size is the second after the US. Europe is a fragmented market if the consolidation of regulations continue Europe could become the second market. US big pharma in the past, apparently less so now, gave a lot of money to non attached research is another factor. The similarities with the internet (goverment) IBM (huge non attached money to the point of caos) same with Bell labs are examples of the US way. Education is different, Japan and Europe more regimented and homogenous, The US with pockets of terrible results, but lots of great results on the other end, either because or despite of the system the US produces the Nobel winners by the ton. Magainin case, frog peptide, allergy and long term sensizitation is a concerned, on top of that marginal efficacy? back to the drawing board. Xoma's E5 did not improved sepsis shock, the positive results were in the non shock population, apparently not the original intend, back to the drawing board. Cephalon Provigil has marginal efficacy, but FDA approved. Their myotrophin is another one with marginal questionable efficacy, but FDA approved. To Cephalon credit apparently their data quality is very good to show small differences. Ergo and Zona have poor data and poor products, but to the public the hope from the press releases things like a sure bet, they were not. Physicians will use these drugs and come to belief it works, the FDA is very aware of how hard is to change behavior of the prescribing clinicians. What about drug interactions? with thousands of drugs out there, thousands over the counter, plus home remedies, plus the herb companies is already a nightmare. Add my estimate of 5 to 10 times more drugs FDA approved non effective but "safe" will be the result of such a policy, a Waco taco ready for explosion. But such a system already exists in many parts of the world if not most of it, the results are well known, a public health hell. The FDA is a tough cookie to chew, but the NIH gives first the cream to biotech. It seems a very fair system and it works.