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

To: JAMES WREST who wrote (6717)	7/18/1998 11:17:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

INCY is a great company and its fate is not determined by BPI. However, given the rise its almost impossible not to at least think about the potential INCY now has to participate in the BPI area. It has gone from having a few old patents, with some still in the hopper and no clinical trials using BPI to a player in this market. The only reason I do not think the move is due to this is that it is even more impossible that the market would understand the BPI implications for INCY and not understand them for XOMA. If I owned INCY I would be very happy about the agreement because they really also won and BPI has real potential and the time frame for completion of the first P III trial is now only a matter of months, not years. So they have gone from not having any BPI related drug even near P I trials to a free no cost participation in potentially large markets in which even a small royalty could eventually mean big bucks. I am surprised that the INCY thread has not had much to say about the agreement. I have asked Rocketman, (on INCY thread), what he thinks, but am reluctant to keep posting about BPI on other threads because people might not understand the post are request for their opinions rather than an attempt to hype XOMA.