Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cacaito who wrote (15928)	8/3/2002 9:52:27 AM
From: Cacaito	Read Replies (1) \| Respond to of 17367

Those articles about psoriasis are very good, very informative and well balanced. I am more inclined to consider xoma (JPM is the source of articles, and they are pumping xoma)not because their product is superior (is not) but because there is room for many in the psoriasis market. Embrel and Remicade are good options, just more cumbersome, same as Btrn and Idec drugs (less cumbersome). It seems that the subjects will be going from one kind of therapy to the next over the years. Lgnd's Ontak/Targretin are more problematic, manageable but problematic. If the Icos/Bgen oral candidate (same LFA1 as xomaDna target) does work (big If) they will take most of the market. But, the National Teflon Medal Winner is the first, anyway !!!