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

To: Cacaito who wrote (16390)	11/2/2003 11:58:53 AM
From: Bluegreen	Read Replies (1) \| Respond to of 17367

Come on Cacaito you know what I meant. There were around 3 thousand people that got Raptiva in the trials. Genentech didn't FORCE them to take it. It is a testament to the Psoriasis market out there. In my opinion there will be a 5 to 7 billion market for biologics in the psoriasis area. If you just have 500,000 insured patients paying just 10,000 that is 5 billion right there. Raptiva is of course 14,000 dollars. So, if Raptiva only gets 20% of the 500,000 which is 100,000 then you have 100,000 times 14,000 which is 1.4 billion. People just don't understand the Psoriasis market. Listen, Enbrel is not even indicated for Psoriasis but they say physicians are using it off label and look what a testament that is to the market potential of Psoriasis. Once again I think there will be possibly up to a few million that are moderate to severe if they stop their current EXPENSIVE inferior treatments. I wonder if they will switch to biologics????? Keep in mind how Enbrel was in short supply because of the so called experts SEVERELY underestimating the size of the Rheumatoid arthritis market. Same old tired argument that Enbrel was too expensive and insurance wouldn't pay nonsense. I doubt Genentech will make the same mistake in Psoriasis. One shot a week subQ, 75 troops hitting the ground soon in full force from Genentech..............you just gotta love it. But wait, I forgot, YOU HATE XOMA's management......like that had ANYTHING to do with making money or the Psoriasis market. Cacaito just go to www.raptiva.com RAPTIVA..............SHOCK AND AWE!!!!!!!!!!!!!!!!!!