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

To: Bluegreen who wrote (16953)	6/29/2004 8:24:54 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

No. It looks like you are well on the case. I am lettin you do the legwork for now. I think the bottom line is that many of the indications we are looking at are futuristic. Meaning that there is so much that they must pick and choose so many to chase at a time. Also they can and most likely will give product to other researchers (dr H) as a target type>to see what they can scavenge up. Bottom line is Raptiva is a psoriasis drug. The groups mission is two-fold. 1. make raptiva into a big selling psoriasis tx. 2. Eludicate what works, test it out, and expand the label. That will be a ongoing process for a long time. Enbrel is perhaps a decent model of a successful scenario. For its part xoma seems to be the "test it out" partner, while the MSL's seem to be the "eludication" facilitators. In the interm the "psoriasis" is starting to wrap up the approval stage and the concentration will be ramp up. Then we sit back and watch the eludication, test-out, and labeling expansion over years (not months)and sales should move accordingly. Agree or not? skd