Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: aknahow who wrote (7070)	8/30/1998 6:54:00 PM
From: Robert K.	Respond to of 17367

I would have to say that the most under-rated development at this juncture is the incyte patents for "maybe" 11 million or so. This allows free and unhindered development of bpi, removes the competition (effectively), and makes xoma much more "dealable" to big pharma. Also virtually unnoticed is>"XOMA has acquired from Johnson & Johnson an exclusive sublicense to fundamental LBP-related technology developed by the discoverers of LBP, Drs. Richard Ulevitch and Peter Tobias at The Scripps Research Institute in San Diego." I dont know the specifics but I think lbp has potential that "might" even possible exceed that of bpi. IMO we have a virtual wrap on the on-off switch with cd14, with many,many,many possibilities.