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

To: Cacaito who wrote (14216)	7/24/2000 3:04:07 PM
From: aknahow	Respond to of 17367

Full credit for the implications of the LLY patent should go to Robert. I find it interesting and important but reiterate that LLY has released no data and has not yet filed a BLA. BPI was not tested with Protein C in the trial nor does LLY claim it was used to support the patent application. It will IMO be many, many years before any joint product would actually come to market. IMO at least ten, even if threeway talks began today. True the announcement that talks were held, which will only come if they are successful would propel the stock up, but look at Mycoprex which has been in partnership talks for many years and all we know if they probably are continuing and close to an agreement.

To: Cacaito who wrote (14216)	7/24/2000 5:00:50 PM
From: Robert K.	Read Replies (1) \| Respond to of 17367

Cacaito, since you were the most negative most recently I pose this question to you. You are a clear thinker and I DO very much respect you views. I do not wish to adulterate you answer by providing clues to my thinking. The question is>>> Why do you think zovant is more effective than bpi? >this is a serious question, and I will respect your answer.