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

To: Bluegreen who wrote (13934)	7/3/2000 11:50:50 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

Bluegree I should have used a broader term than antibiotic. Key is what is meant by can cure. If one takes can cure as meaning can cure better, including faster, fewer side effects, as well as being cheaper, then I again will say rBPI21 will not be used. In fact if you think about it it will not be approved for an indication that can be cured better by something already the standard of care. But my concession to Cacaito is not meant to deminish the potential for Neuprex or other BPI peptides. On the contrary. I think Cacaito is not seeing the bunch for the bananas. My point is that BPI has the potential to do things that existing products can't. Read the AGN annual report. AGN looks for novel products that fill an un met need. They were not looing for just another antibiotic to add to their products. From what XOMA has stated clearly, they wanted something that could deal with the growing problem of antibiotic resistance in eye infections. IMO if a product is eventually approved it will be a novel product that commands a reasonable but premium price that kills bacteria other products don't. The same can be said about other properties of BPI. Interesting how you seem to have gone from this is a super antibiotic to anti inflamatory in your post. Just as I am now more focused on your previous point that BPI's greatest potential might be as an antibiotic. <g>