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

To: aknahow who wrote (16015)	8/31/2002 11:26:16 AM
From: Robert K.	Read Replies (3) \| Respond to of 17367

I am thinking lilly might find bpi21 more interesting than baxter currently does. In any case its xomas fault even if xoma & baxter couldnt keep terms xoma has always had the option to persue non bpi-21 products. For its part xoma has stopped bpi antifungals, not that it didnt work (IMO), but more probably because they couldnt get a oral formulation. IMO thats BS. With its unique mechanism, potentiation capabilities, IMO its almost a no-brainer. Either they know something I dont (very probable) or its incompetance (also probable). Maybe both. Another factor to consider with the baxter/xoma scenario is maybe its all about production of bpi? Maybe they dont want to fall into the dna/xoma type of production sinkhole. In any case I am DONE dealing with xoma "might this or might that", I want to see DEFINATIVE action and results. The time for "might" is over. They need to put the goods on the table. I want proof. Regarding filing a bla for hu1124 or getting a "sepsis trial" underway, you are forgeting several very important points. Such as> time from bla to approvable to market, sales usually ramp over years, getting sepsis from p2 or p3 to bla. Impending convertable debt in regards to cashflow timeframes. Look, xoma has outstanding platforms but if they dont get off their asses and get thess products to market then current investors will get diluted out or outmaneuvered by other companies. Comments.>>>Standard K