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

To: Robert K. who wrote (16089)	10/24/2002 1:01:17 PM
From: aknahow	Respond to of 17367

Robert, Amevive and Raptiva face a real threat!! "" The 507 Phase II psoriasis trials should be reported by Sept and my bet is that the drug will look better than both Amevive and Xanelim."" To:TexasDude who wrote (1357) From: TexasDude Tuesday, Jul 9, 2002 4:24 PM View Replies (1) \| Respond to of 1398 First read Dr. Gottlieb's talk at the recent New Orleans AAD conference: healthtalk.com Now read what this doctor/analyst has to say: "Biotransplant (BTRN) (see archives) BTRN has tanked because of cash problems and a recent stock analyst dinner conference featuring Dr. Alice Gottlieb who panned Medi-507 (an antibody in trials for psoriasis). I think she was shooting from the hip and is likely to be wrong. The big upside is a deal with Medimmune, which gives BTRN a very generous stake in Medi-507. This antibody attacks the same target as Amevive, which recently got an overwhelming FDA panel vote. The 507 Phase II psoriasis trials should be reported by Sept and my bet is that the drug will look better than both Amevive and Xanelim. Immunex’s Enbrel is also looking good in psoriasis but production problems will plague them for at least another year. If Medimmune has a problem with Flumist approval this year (I think they will) then Medi 507 will be their main focus and this can only be good for BTRN. BTRN is also using the same antibody to fight GVH (graft vs. host) reactions in transplantation and will start a Phase II trial later this year. The problem is money-they raised $9.7 million at $2.50/ share in a recent financing-- mostly from prior investors (at least you like to see continued confidence by your investor base). However, this will last through 2nd quarter next year—so the Phase II results for Medi-507 better look good—I think they will." Question is! Is Gottlieb being honest or just promoting her drug...for Immunex. Who is right? ///////////////////////////////////////////////////////////// Well Robert, that was then this is now. Medi-507 delayed and seems like Gottlieb was right. BTRN, the big threat to Xoma, crashed and burned further, doing the impossible. There must have been 50 or more post by SI experts telling everyone how superior Medi-507 was to Raptiva.

To: Robert K. who wrote (16089)	10/31/2002 2:48:09 PM
From: Bluegreen	Read Replies (1) \| Respond to of 17367

Bob, are you still around????