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


To: Bluegreen who wrote (15864)6/19/2002 6:15:18 PM
From: Cacaito  Read Replies (1) | Respond to of 17367
 
Competition is not a problem at all, only Rebiff could create competition problems to Avonex, not any other company could be affected by competition, not xoma.

UbsW put a strong buy on Dna, they claimed that xanelim will have a lot of competition, a smaller $1B market to share,$100Ms in 04, and immunesuppression perception problems, all that better than Amevive, the also put a buy on Icos and their IC747 (jumbo!)with their Lfa1 xanelim proof of concept also on the way, and medi507, is their view, not mine, send e-mail to kim guy, kim gal and the other guy who publihsed the report.



To: Bluegreen who wrote (15864)7/13/2002 12:54:04 PM
From: Cacaito  Read Replies (1) | Respond to of 17367
 
This time it comes with a "contingent" caveat:

"Xanelimâ„¢ (Efalizumab): Genentech met with the FDA during the second quarter of 2002 to discuss the Xanelim filing strategy. Contingent upon a positive outcome in the ongoing Phase III efficacy trial using Genentech material, the company will plan on filing a Biologic License Application to the FDA by the fourth quarter of this year.