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

To: Edscharp who wrote (16885)	5/27/2004 7:29:56 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

Ed, regarding mycoprex. I still think it was a huge market, but the problem is not enough fungal resistance yet and I am guessing the MUST for a oral version. OH, I bet mycoprex potential is still there. I guess that they did a cost / risk /benefit analysis and decided to not go that route. Hopeful they revisit the issue. More important now is how agressive xoma will be with bpi-21 or perhaps they are stalling for time on something like the 10-193 version, which would be ok by me. Another not so big delay for a superior version is acceptable with raptiva in an approved mode and in revenue expansion. EU decison is coming fast and has big implications plus or minus.skd, no facts, all worthless opinion.