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

To: aknahow who wrote (16305)	10/3/2003 3:37:38 PM
From: Cacaito	Respond to of 17367

Opportunity for a lottery ticket hit is the chance of the "probe". "Phase I/II" means that there is so much information about bpi safety in children that they are sure the "safety" part will be ok, then they will expand the cases as convenient as possible, the next meeting of the Pediatric Research Society is the most convenient time to decide, the next convenient time is the short time for the corresponding graduating fellow to finish the paper and go on to his new job. There are tons of trials of this kind ongoing all the time, xoma's one get the pr cause is the appropriate thing to do. Look, xoma is doing a formal phase I about the same thing with Millenium drug, but via complement/citokine blocking or something like that, and no one care about it anymore, except the $5 millions out of Raptiva I predicted xoma will waste and milleniun collect, now is a fact. xoma bpi saga is just more of the same.

To: aknahow who wrote (16305)	10/3/2003 3:40:01 PM
From: Cacaito	Respond to of 17367

3 weeks of Cutebpi, 3 weeks post, 18 months analysis, that is the time to complete the acne bpi phase I. That is the trial that xoma should have gone phase I/II, if they were not serious!

To: aknahow who wrote (16305)	10/3/2003 3:55:58 PM
From: Cacaito	Read Replies (1) \| Respond to of 17367

Gw, You once told me that with a complete phase III of Rituxan, and everything ready at the FDA, just few months before approval was too big a chance to take and selling the Rituxan royalties was justify, the Rituxan royalties, were sold for $17 millions, Blue how much Rituxan sales in the last 4 years, close to $2 billions, and the sales will go up to $2 billion per year when they add Rheumatoid Arthritis and Lupus, xoma ex-royalties were 3%? or 5%? any body remember! just this year at 3% (of $800 millions?) $15 MILLIONS of PURE NET PROFIT giving away (oops...sold) to keep growing and 15 more years of patent protection, almost $250 millions (and it could go to $500 millions total, without compounding the money just take and expend) for $17 million dollars And now you are so hopeful for a completely non proven and non sense phaseI/II researcher sponsored (not even xoma is willing to pay for it) trial to get the little children their drug and approval for orphan drug designation? Sorry, I can not comprehend !!!