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

To: nigel bates who wrote (16203)	3/15/2003 4:51:27 PM
From: Robert K.	Read Replies (1) \| Respond to of 17367

Between the lines>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> ........................................................... "Plans for further development, including potentially gaining access to additional resources by collaborating with another pharmaceutical company, are being pursued with Baxter" Shortening further gives you>"Plans for further development... are being pursued with Baxter" IMO....this can go 2 ways......they are waiting for crohns results, which are not yet known. They ARE persuing further development, BUT....they may bring in others. So, does bax wiish to wash their hand of this OR does bax wish to accelerate or take on a indication beyond their expertise? On crohns, on paper, its gonna reduce inflamatory process because of massive lbp with disease. I would guess a positive result. On taking on partners one would tend to believe in might be sepsis which pfe might be interested or even more so lilly/xigris. I think cardio is another possibility and I amd not sure about baxters expertise there. WHATEVER THE OUTCOME, it is good to see that BAX is FINALLY going to do SOMETHING. I applaud xoma for attempting to take bpi topical, I think thats shows me that they are not abandoning bpi. Bottom line, xoma is very much dependant on raptiva outcome, and raptiva has had all the spotlight and bpi has been in the backround. BPI does not deserve inattention, is potentially worth far more than most xoma investors have any conception of. This is a great potential opportunity should bpi great the attention it needs to become reality. Whateevr bax reasons, I welcome resources for further development. If bax cant do it OR is unwilling, then give others the opportunity. Most everyone sees raptiva, I see BPI, with raptiva being icing on the cake. Of course thats a long term view. VBG Standard K disclaimers always, and wondering if anyone will read this. VBG................................Robertkk