Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cacaito who wrote (13930)	7/3/2000 10:54:42 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

Cacaito, I think you have helped people realize that cost is an important factor in determination of what will be used and when. It is clear to me that BPI will not be used for anything that a cheaper antibiotic can cure. But it may be less costly than one imagins to use a very small quantity of Neuprex in the, "eye drops" that Allergan is a least thinking about. And if antibiotic resistance really was the driver for the AGN/XOMA deal then the plan is to have products that work where ordinary antibiotics don't. Imagine they could charge north of your $5 per treatment for that. Just so you don't misquote me, I want to restate that IMO the market for each and every AGN/XOMA product will be small. It may take three years to get to $100 million and IMO total sales from any and all products developed will not exceed $500 million. And of course nothing is yet in clinic and for sure nothing is approved, so we are talking about at least 5 years before one even can dream of $100 million in sales.