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

To: StockDoc who wrote (14201)	7/23/2000 10:22:47 AM
From: Robert K.	Respond to of 17367

Stockdoc, first, great posting. I agree 100% that lilly patent app is meaningless(as far as bpi goes)(IMO). Lilly (IMO) can not stop bpi use with protein c. So then, one must wonder WHY DID lilly make the patent attempt in the first place? Cacaito, also agree impressive posting. Cacaito>have you seen the bpi +tpa patent claims by xoma? Lower does of tpa required AND (and) faster clot clearing and dissolution. Safety & efficacy. Hmmm. And yes I also agree that lilly and baxter/xoma "could" combine bpi/zovant as a 1 shot deal and claim protection. However I dont think the parties have talked yet, but its not like they would tell me if they did so who knows? Bluegreen , yeah baby >cancer, radiation, neutropenia, bpi, >bacteria & fungi. I am guessing its on the bax short list along with CPB. Cacaito>bpi will come to market(IMO) its only a time issue right now, and Bax foots the bill in the interm. I forsee multiple agreements with bpi across the adjuvant spectrum. Baxter will serve as pointman. ALLLLLLLL IMO of course. The bpi getting approved is definatley>MY GUESS.

To: StockDoc who wrote (14201)	7/24/2000 2:13:22 PM
From: Cacaito	Read Replies (3) \| Respond to of 17367

StockDoc, We agree, I just post the practical difficulties of trying to enforce that kind of patent, but some strongly interested company CAN do it if they go after the major spender aka the institution (hospital pharmacy) via statistical work, not the clinician. But, and it does bear good for xoma, Lilly if interested will just deal with the right owner=xoma, and provide a mixed product. The major adavantage of the mixed product is that it could extend patent protection years. Oh, the patents life is from time of filing (filling?), not from marketing (my mistake) and the new law is 20 years. So, for products like bpi and zovant the profitable life of the patent get severely shortened due to the long time to market. Companies keep adding patents over the years to try to increase life. Rk, Gw, (and grudginly blue too) maybe you are right in the implications of the Lilly patent as good for xoma (if...).