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

To: nowandthen who wrote (17113)	12/14/2004 3:33:40 AM
From: LarryS	Respond to of 17367

He said he held no shares of XOMA...but I bet he holds some shares of a competitor. We have seen different newsletters for psoriasis sufferers posted here. Many of their contributors have tried Raptiva and all of its competitors. Anyone can read about their experiences and make up their own minds about Raptiva. And of course there has been nothing in them that even hints at a general disapproval of Raptiva by these folks in favor of one of Rativa's competitors. Let's deal with reality. Actual Raptiva sales figures doubled from the 1st qtr to the 2nd qtr and increased another 50% during the 3rd qtr. Nothing there to indicate any trouble or problems. And we will know much more when we get this quarters sales figures released in about a month. Though of course if you have "proof" for your ascertions feel free to post them. Not one person's view but proof of a general mood turning against Raptiva.

To: nowandthen who wrote (17113)	12/15/2004 1:29:36 AM
From: zax	Read Replies (1) \| Respond to of 17367

There were fatalities due to fatal sepsis in the follow-up to the Raptiva general trial. There are no immunosuppressants, especially tumor necrosis factor inhibitors, that are perfectly safe. It would be very naive for anyone to think so. Raptiva has become quite generally known to be bad news amongst the membership of the National Psoriasis Foundation. The horror stories are abundant. Psoriatic arthritis is far worse ailment then psoriasis. Since many members have developed PA 3 to 4 months after starting Raptiva, as well as severe gutate, and commonly discontinuing Raptiva will cause 80% gutate body coverage, I can understand this. So, XOMA my have other drugs that are quite good, and I make no analysis about whatever other drugs they have in the field or in their pipeline for other medical conditions. And I make no statement as to what their stock may be worth. I'm only saying that Raptiva drug doesn't appear to be a good or safe therapy for psoriasis. And thats just my two cents, for what its worth.