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

To: Cacaito who wrote (5273)	1/7/1998 2:59:00 PM
From: sol dude	Respond to of 17367

To all Once again market makers in xoma are feasting at our expense. company to receive 8 to 10 million from gne this week. Gne upgraded by Furman Selz. Xoma not to appear at H+Q. Mostly large companies, or those that have done underwritings through them.

To: Cacaito who wrote (5273)	1/7/1998 3:14:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 17367

Thanks Cacaito, excellent response. Yes, MEDI-493 is the "single-shot" version of RespiGam, so to speak, and is made by MediImmune. The company filed with the FDA last month with the expectation of having final approval for the next season. They also announced a pretty rich deal with Abbott for distribution outside the US and for a co-promotion deal, in the US, with ABT's Ross division. My brother had the exact same thoughts on Ribavirin, more so, as it is very expensive for them. I will look into ATLC; also a company called Trimeris (TRMS) has an RSV program looking at fusion inhibition. They are in clinicals with a similary conceived molecule for HIV. Biota (the little Australian company with the influenza drug that Glaxo is testing) announced a while back that they have the crystal structure of a (the?) RSV protease and are designing inhibitors for that as well. I read an article in an "old" issue of Science (94 or so) with a perspective on RSV vaccines. Sounded tough. I will dig out and post. I think you are right about Aviron probably working on this too; in any case, I am not sure how much of a protective immune response one is able to get in premature or very young neonates. Interesting that AVIR and MEDI were among the best biotech performers for 97. Thanks again and hope others find this interesting if not Xoma-related, PB P.S. Hope you do not mind if I link your response from the MEDI thread.