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

To: Cacaito who wrote (15362)	6/18/2001 3:46:43 PM
From: aknahow	Respond to of 17367

You asked: Has xoma/dna show any advantage for xanelim besides the lack of depletion of lymphocytes? Yes it works faster. both sides agree this is true. Since neither drug works on everone I would think a smart doctor would want to find out quickly if the drug is not working. May chose to start with Xanelim and if there is no response after two weeks (3?), switch to Amevive which may not show any response for 4 or more weeks. Being able to give Xanelim s.c. is a big advantage according to dermatologist themselves. Not having to monitor ones t-cells is another advantage. While this might cause a long delay, BGNE may need to explain how, if it followed its subjects for only 12 weeks after treatment ended, how did it monitor clearance for up to 18 months?

To: Cacaito who wrote (15362)	6/18/2001 10:16:52 PM
From: Bluegreen	Respond to of 17367

Cacaito, this country not to mention sports was built on competition. I LOVE COMPETITION!!! What! You want to be the ONLY doctor in town???? I think competition, FAIR competition is great for companies I pick for investments. Now do I like for my companies to beat the competition FAIRLY...........you bet. Cacaito, you know Xoma going from around 2 bucks not long ago to where it is today is not chopped liver!!!!!!! I care MORE about making money with my investments than being a worry wart about MINE IS BETTER THAN YOURS GOOFY ARGUMENTS!!!!!! You know as well as I do that alot of it boils down to sales and marketing all other things being somewhat equal. HEY, you care to compete with DNA in sales and marketing????LOL GOOD LUCK!!!! Thank goodness you at least were on the Xoma GRAVY train for awhile BUT you keep hopping off. Doesn't that hurt or do you know how to tumble and roll after jumping off????LOL