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

To: Robert S. who wrote (8244)	1/8/1999 9:18:00 AM
From: Robert K.	Respond to of 17367

Robert S> a starting point. I can accept that. Regarding the 1k or 5k pricetag. In the "urgent" indications I dont think that will be terribly applicapble in regards to DUR's etc.... In the pre-treatment settings(like surgery) etc, I also believe that bpi will be generally cost effective with regards to decresed costs of complications/hospital stays. George>ask around and see if you come up with my 150% figure or not. I for one will say thats "iffy" info at best. I do think GNE and xoma will do the deed. I also look at it in a much larger context. IE> 1. proximity 2. gne has bpi experience(only large pharma to do so) 3. Rituxan deal 4. hu1124 deal (monoclonal) I personally think these two are getting comfortable with one another. That should encourage a continued relationship. Ever heard of Genoma? All IMO.