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

To: Bluegreen who wrote (14243)	7/26/2000 10:56:02 PM
From: Cacaito	Read Replies (2) \| Respond to of 17367

If if if if, My if is that you are arguing against xoma, cause your if is "if a generic is available", precisely it is the if agreement lilly/xoma(bax)that could create a drug AND a marketing strategy that will get rid of the generics (recheck the post real examples out of pharma recent history). Look at the Aids drugs market, AZT works, why are all the patients using all the new more expensive drugs? and the ones that could not afforded simply (and ethically is clearly a huge moral dilema)are dying, just look at the bulk of the 34 million infected Africans, Pharma is making billion$ despite the lack of availability to the pandemia. The drug market is what it is, not ifs. Even AZT generic is cornered by Barr, that after fighting for it managed to effectively leave all other possible generics (at least till now to my knodledge)out of the race, and the former enemy Glaxo is still selling at huge profit. Generics it ain't what it used to be. Look at Mylan hold on clonazepan (1200% price increase) only the DOJ stop them with a big fine, and still low prices are not out yet. Anyway, be happy with the xoma strength while it last. $500M for just 3,000 patients that Genzyme collects out of Fabry's disease in the US and some in Europe, and Genzyme is suing TKT for trying to get into same market. Now the big IF, if xoma could convince the FDA for the meningo indication with their 3,000 to 5,000 cases a year in the US, xoma is back in the game. IF.