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

To: Cacaito who wrote (14200)	7/23/2000 11:19:38 AM
From: Bluegreen	Respond to of 17367

One of the first things I see happening Cacaito is Amevive being tried in alternate fashion with anti CD11a if they are approved. That could possibly alleviate the need for constant monitoring of side effects of Amevive and maybe more efficacy. Also, what about combo?? Who knows???? Remember I have no problem with competition in a field of such magnitude of possible off label anti-inflammatory markets. Only my opinions.

To: Cacaito who wrote (14200)	7/23/2000 3:07:06 PM
From: LarryS	Read Replies (5) \| Respond to of 17367

In the race between Biogen and DNA/Xoma to be first to market an anti-psoriasis product, supposedly Biogen is in a slight lead. But DNA has far more resources and could set up more trial centers and catch up with Biogen...or use their advantage in money and personnel to get the test results/data done quicker than Biogen to present to the FDA. I would bet that DNA/Xoma will catch up and will present their case to the FDA at about the same time as Biogen. Ours is safer...it will be interesting to see what the FDA decides.