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

To: Robert K. who wrote (16014)	8/30/2002 10:11:29 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

Robert, I agree but they need a partner to develop the BPI peptides. I have suggested that they simply license any and all anti biotic companies, gram negative and positive, as well as anti protozoan products to use Xoma BPI peptide technology to develop combination drugs. Don't believe Xoma has the funds to go into clinic with Mycoprex or peptide products. On the other hand, it is possible, but not probable, that a potential deal in the works made it reasonable to not go into clinic, as soon as planned. Once and if Raptiva is approved and cash flow is available then Xoma should be able to do more with both BPI and LBP. Neuprex is in Baxters hands and if they are in violation of their agreement they should be sued or the violations should be used to extract worthwhile concessions from Baxter.