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

To: Bluegreen who wrote (16900)	6/11/2004 2:26:57 PM
From: aknahow	Read Replies (2) \| Respond to of 17367

Thanks! You have found the secret Raptiva indication. HIV /AIDS is the only indication DNA and Xoma fear or have reasons not to mention. It is the only indication that would generate enormous publicity. This would not be desirable for two reasons. 1. Genetech would be in negotiations with the the company using the mouse antibody and the potential positive impact would make dealing more difficult. 2. Genetech does not want p.r. to run ahead of the science. Raptiva would not be a cure but might limit infection if given soon enough after exposure. Even supposing the theory works. The market itself is limited to rape cases and accidental needle jabs etc. But in any case it will take years to determine if it makes sense to go with this indication. And they don't want to say it is AIDS when they may not go ahead with it. But as the person who calculated the mortality numbers by treatment arms in the meningococemia trial, I am convinced this is the only indication they don't wish to talk about. No logic to not disclose any other indication.