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

To: aknahow who wrote (16310)	10/3/2003 4:17:13 PM
From: Cacaito	Read Replies (2) \| Respond to of 17367

Gw, the pr is clear, researcher sponsored trial means that xoma provides bpi and the sole institution doing the trial executes at its own expense. By the way, I agree (like you did) at the time with the Rituxan royalty sales, cause I used to believe in the Trauma trial (and you did not)but the phase II was not published until after the phase III disaster. The trial is ok, xoma should made bpi available for more of this type of trials, even at some expense. My tia is a nice one in Dallas! The Cutebpi for acne is also a good approach, not to expensive and a step in the right direction. I continue not to understand the economics of bpi for acne (same thing happens with many others, the ear, the Allergan eye, the fungi) but xoma should have the notion that it could make sense.

To: aknahow who wrote (16310)	10/3/2003 4:23:24 PM
From: Cacaito	Read Replies (1) \| Respond to of 17367

Cutebpi for the 5% (maybe 10%) severe acne, the cystic pustulous scarring versions, could make sense. xoma hint an application 3 times a week (strange, but reasonable for expensive product). Botox comes to mind, it is indeed expensive but only a segment of the probable population, aging with disposable income, could make the drug economically feasible. Elan is apparently having trouble with Myoblock (more expensive to manufacture than Botox, and the faster effect does not balance well with the faster fading of effect). Cutebpi should be a $250 to $500 per course to make sense (and this is a wild guess), but a reasonable amount that even insurance will pay for the product if it is effective, and another part of the population will pay out of pocket (they will, is a frustrating problem).