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

To: Robert S. who wrote (6873)	8/1/1998 10:48:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

RobertS, XOMA is a presenter at these forums and is one of those with new ideas and approaches. BPI as you know is not a mono-clonal molecule, it is not E5. BPI and LBP represent new approaches. When looking for who potential partners might be, I think one should look at companies that have an interest in the same area. I would look there first. This does not mean no one might try to establish a beach head by involving itself with a company working in areas that a different. It just means that in trying to see who might be a partner or acquire a company I would look for a fit or something in common rather than thinking it could be anyone. RobertS, I hope you become a full member of SI. Perhaps with no limits on the number of post you will be able to tell us what you really think rather than just pretending to have an inquiring mind and nature. <g> It's o.k. with me if you don't like XOMA, but I was surprised you choose this particular post as the one to attack to facilitate your goal. I am sure I have made many other post that had much weaker logic, where your comments would appear much more insightful.

To: Robert S. who wrote (6873)	8/1/1998 10:58:00 AM
From: Tharos	Read Replies (1) \| Respond to of 17367

What leap of "logic" did you use to conclude that because Bayer AG is not on bended knee swearing fidelity to Xoma it finds Xoma's products of no interest? And given Xoma's Neuprex is not yet approved by the FDA because it is a new and novel approach for treating meningitis, what makes you conclude that it is not a new and novel way to treat sepsis? Lets see now, a top of the line pharmaceutical company with hundreds of products and $billions in resources is looking for resources and support for new ideas that will help shape the future of the treatment and management of sepsis and septic shock and you see this as a non confidence vote for Xoma because: 1. you somehow think if Bayer thought Xoma's Neuprex was the answer for all possible causes of sepsis it would not seek out new sources? 2. a pharmaceutical company should look only to one biotech firm for all of its answers? 3. you are scratching for any way to cast a shadow on Xoma? 4. you have your head so far up you butt you are unable to pull it out so you can take time to study pharmaceutical companies and biotech firms? 5. Neuprex has been on the market for so long now that it is not new or novel? I'm betting the answer is #3, but it would seem #4 is a close second.