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


To: Bluegreen who wrote (16706)3/5/2004 7:24:47 PM
From: Robert K.  Read Replies (1) | Respond to of 17367
 
Interesting, isnt it George. But please take note of this too, that there ARE other Raptiva trials underway other than psoriasis. Not a peep from DNA, SRA or xoma.
Also note that xoma pays only 1/8th of other indication development costs but still seems to get that 25% and assumed 6%.
Also the Raptiva is dispensed 1 month at a time (not 3)
so SPINoza that any way you want.
Lastly, the Chiron partnership is GREATLY underestimated at this time. The partnership will run maybe a decade and expect approx. 2 targets a year (they had about 6 to choose from)
PSA news due anytime. When the code is broken, then we will know it from a PR. Keepin me fingers crossed. skd etc