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

To: aknahow who wrote (6715)	7/18/1998 8:11:00 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

>Bob, they got all existing, 7 U.S. and everything in the pipeline that may turn into a patent. .......correct, but what about the european incy patent? > Some think you did not know about the Incyte patents until they were called to your attention by some other posters on another board. How wrong they are! ........correct, as you know I thought they might be in discussions and didnt want to unintentionally screw matters up via our discussions. > The only question was, would XOMA be able to remove this pebble from its path in an acceptable manner. ........correct, I have been looking for this event for years IMO xomas position got stronger and stronger and brought incy to the table You always thought they would do exactly what has occurred. ........correct, IMO it was necessary to clean things up prior to get-go .......IMO most important is patent issues are GONE ......AND no more competition anywhere,anyplace that I can see .....ONLY remaining issue is efficacy IMO(refer to Elsbach) >Would you say that BPI/LBP could be considered a royal flush? ........?.. More like in blackjack, no other players in the game, we have 21 and the house needs 21 to beat us. All imo all disclaimer apply.

To: aknahow who wrote (6715)	7/22/1998 8:45:00 PM
From: Robert S.	Read Replies (2) \| Respond to of 17367

Thanks RobertK for your response regarding BPI costs but I am still interested in ascertaining actual projected costs. To revisit a question I posted earlier: George, upon hearing the Incyte license deal, I expected a greater reaction from the Street than thus far exhibited. A question pertaining to the Incyte/Xoma licensing agreement is why did Incyte agree to this arrangement for such an insignificant financial package? The prognostications presented here and elsewhere indicated that the potential market for BPI is large, yet, Incyte does not seem to share this view. You stated the sum ($11.5 M) is advantageous for Xoma yet this doesn't explain things from Incyte's perspective. Any thoughts from you (or others) are appreciated.