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

To: Cacaito who wrote (17083)	8/18/2004 1:08:28 AM
From: fred hayes	Read Replies (1) \| Respond to of 17367

Cacaito: You may be right -- we'll see. MC now under $200 million. There are good companies that are poor investments, and vice versa. Not qualified to judge the Raptiva issues, but I jumped in here and feel pretty good about it. fred

To: Cacaito who wrote (17083)	8/18/2004 1:49:31 PM
From: Edscharp	Respond to of 17367

Cacaito, My intuition tells me that this is pretty much the end for bpi. The one application it should've worked on was acne. Xoma always had great success with bpi killing bacteria in the test tube (petri dish?). You can't swing a dead-cat without finding an abstract that demonstrates 'strong indications' that bpi is effective against gram negative bacteria, gram positive bacteria or gram crackers. One would've supposed that bpi has a strong topical effect on acne bacteria, except I guess when worn by teenagers . Blame the sugar in the gram crackers I guess.