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

To: Robert K. who wrote (8277)	1/14/1999 8:00:00 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

Denteners cd14 article (best) Page down to see the picture and "get" the big picture. IMO cd14 antibodies is certainly a promising avenue but I rest my case.> >http://www.unimaas.nl/~pulmo/sum_miek.htm

To: Robert K. who wrote (8277)	1/14/1999 1:49:00 PM
From: Edward Paule	Respond to of 17367

>>>> it depends on how the bpi21 clinicals turn out. So either mycoprex is affected by bpi21 or vice versa. One strengthens (or weakens) the other. Either we get dealt a great hand or a crummy one. Iprex is out there too. <<<< Bob, This is the main reason why your valuation method and others are incorrect. The models assume that each product candidate has a certain probability of making it to market that is INDEPENDENT from the others. Otherwise, keep up the great posts. Ed.