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

To: Bluegreen who wrote (16517)	12/7/2003 4:08:27 PM
From: Robert K.	Respond to of 17367

We are not in disagreement at all blue. but there is absolutely NO reason for xoma to make Raptiva with 3 fermenters of 2750 liters each. Vacaville has it covered. Secondly, they would have to match the dna process exactly and get perhaps get further approval from the fda. Now that said, you CANT make a generic or a copy unless you have the same cell line.(which xoma/dna/and perhaps sra have access to) Thats the beauty of biologics. no cell line >no copycats. So, xoma has those 3 fermenters and they will be used for supplying and furthering their own pipeline and collaborating with others that dont have perhaps any capacity for phase trial supplies. Xoma can scale and make limited quanities, not meant for large scale production. Hope that helps you. vbg

To: Bluegreen who wrote (16517)	12/7/2003 4:13:14 PM
From: Robert K.	Respond to of 17367

Here is where xoma fits into the scheme of things. IMO its impressive for a small outfit. The big 4 outfits stand to make most everything. Thats their future negociating power. see exhibit 7. >http://www.glycofi.com/pdfs/Theroadahead.pdf

To: Bluegreen who wrote (16517)	12/7/2003 4:17:15 PM
From: Robert K.	Respond to of 17367

btw> on exhibit 7 look at the total capacity of bgen/idec. IMO that makes them a force and a company worth getting at the right price. DNA is right there also. As for xoma , about 1% of world capacity is IMO impressive. Thats what makes xoma a player in the collaborate-in game. Then of course is the expression & phage & humanization assets. I am just about the only one on net that seems to see the potential here. I am tellin you IMO, this is gonna be big plus for company going forward. Xoma is picking their deals and taking only the best opportunies. u will see. Xoma is a r&D force. skd