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

To: Robert K. who wrote (14246)	7/28/2000 4:21:54 AM
From: Cacaito	Read Replies (2) \| Respond to of 17367

So concentrated in your attacks you just followed bluegreen apples/oranges and forgot the whole argument. Bluegreen was saying that a combination zovant/bpi was destined to marketing failure cause "if cheap generics" (just to be oppositional), viewing it as a case of xoma against Lilly (a blue called "dirt cheap generic" will not big profits bring). I presented the case for agreement among the parties involved and a marketing strategy to get rid of generics and competition (in the hypothetical example xoma gets a nice clean 5% of the gross,from a $billion is $50M, or 1$ per share, even with 100M shares is 0.5 per share good to take the stock price easy to $25 just on bpi combo). And I presented real cases of marketing against generics. This is a different kind of dd, or are you and blue the only ones that could do it. I guess the above is more clear, if still you think is apple and oranges then fine with me. Again, youbluegw were the ones who concocted xovant/bpi or now glamorously called the dd. And again, maybe Blue is right and there is nothing for xoma in the pathetic patent, no agreement with Lilly is plausible and I congratulate Blue for unmixing the lillys and xomas getting a real 0% of the combo for xoma.