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

To: aknahow who wrote (6466)	6/15/1998 7:17:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

World markets (lead by asia) are collapsing. Prepare for a scary day. I wont flinch here.Stocks with value will be OK in longrun. If you think xoma/bpi has value then dont sweat it. If you think it does not have value then sweat it. All IMO.

To: aknahow who wrote (6466)	6/15/1998 10:31:00 AM
From: Tharos	Read Replies (1) \| Respond to of 17367

I agree, George, it makes sense. I can't see wanting to spend the $s developing a national sales organization nor forming a marketing department. Much easier to let one of the big pharma's do the work. Neuprex should generate a good royalty based on the number of dollars we have pumped into getting it developed. I-PREX should follow, also with good royalty %age because it's topical rBPI. Mycoprex is the odd one.

To: aknahow who wrote (6466)	6/15/1998 8:05:00 PM
From: opalapril	Respond to of 17367

George and all: Also in today's news wire reports was this quote from Xoma's CEO. Speaking of BPI, >>Furthermore, the product has a remarkable safety record in the more than 600 patients who have so far received the drug.<< I haven't kept track. Doesn't the mention of 600 >>who have so far received the drug<< necessarily include some of the P-3 trial patients? Seems to me it must inasmuch as the P-2 trials involved relatively small populations, didn't they? Is Mr. Castello giving a sly hint here about whatever he may know of the P-3 Neuprex trial? On the topic of the search for a marketing partner, I think his candor is refreshing. At least we know what Xoma wants and doesn't want. No sense pretending we will try marketing anything. We should stick to our knitting.