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

To: Bluegreen who wrote (13718)	5/30/2000 1:37:00 PM
From: aknahow	Respond to of 17367

What kind of fungal, protozo or other non bacterial microbes infect the eye? Just interested in knowing. "The expanded collaboration covers all ophthalmic anti-infective formulations, including "stand-alone" formulations of rBPI, and covers eye infections caused by all microbes." << "Earlier research at XOMA had demonstrated the possibility of targeting additional microbial pathogens, such as fungi and protozoa, that are covered by XOMA patents."

To: Bluegreen who wrote (13718)	5/30/2000 2:13:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

My quick analysis of potential AGN sales. Eye care amounts to $571 million but 48% of this is Glacoma related and not anti infective. So at the most total anti infective AGN sales are about $275 million. If approvals result, I would estimate about $25 million of sales in year 1, $50 million in year 2, $125 million in year 3. What royalty or gross profit split does XOMA receive? We don't have any idea. Assume 35% and one still can see that even in year 3 after product launch one is not looking at much more than $40 million to XOMA. There will be plenty of time to work on these numbers but it would be unwise to think of this agreement with AGN as representing hundreds of millions of dollars to XOMA. If the products are far superior to existing ones then AGN will gain market share. But there will be time enough to refine my estimates. 1999 -------- Specialty Pharmaceuticals: Eye Care Pharmaceuticals $ 571.2 Skin Care 76.6 Botox(R)/Neuromuscular 175.8 Total 823.6 Medical Devices and OTC Product Lines: Ophthalmic Surgical 222.9 Contact Lens Care 359.7 -------- Total 582.6 Total Product Net Sales $1,406.2 ========

To: Bluegreen who wrote (13718)	5/30/2000 11:02:00 PM
From: Robert K.	Read Replies (1) \| Respond to of 17367

Blue, that anca article you snatched from my personal "trove". You know my feelings about anca. I follow this issue closely. I feel (my opinion) that anca is a major factor in many to most cf. Perhaps even a cause. Yep, anca is "way out there" and basically unknown to the xoma masses. But then heck so is the lbp-dummy. How many dare understand that? A non-kickable lbp, sighhhhhhhhhh. Did you know that bpi is patented vs cf in europe, anca gets pretty good mention as a potential culprit. How I gots me facts straight, if not then standard K