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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (6299)	1/16/1999 1:59:00 AM
From: aknahow	Respond to of 9719

Rick, I think Rocketman understood me better than you did, but I think that yours was a sincere post. I believe that XOMA does get laughed at for some of the very reasons you mentioned. I don't think laughers have no right to laugh and I think those who have jeered have been right. I mentioned XOMA to Rocketman because of his past interest in BPI and because there is now a better understanding of why P III has continued into Jan. The continuation of the trial seems to no longer be an indication that Neuprex is not performing as well as expected. This information on the trials mortality endpoint is in itself an interesting development. Murphy, appears to confirm that a specific, total mortality, the sum of deaths in the treated and placebo group will determine when the trial ends. I agree XOMA has lots of risk and I respect your opinion. I am also sure that if XOMA does start to take off for the right reasons, you will be able to get on board. It is apt to be a slow moving train.

To: scaram(o)uche who wrote (6299)	1/16/1999 2:20:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Rick, The following from your post is so critical and stated with such beautiful simplicity it needs to be repeated. <<Life is better if you realize that you are not obligated to evaluate (or be correct about) each of every 400 biotechs. I do think, however, that the wise thing to do is to find companies that have multiple routes to success, rather than to bet on one.>> lets repeat that <<Life is better if you realize that you are not obligated to evaluate (or be correct about) each of every 400 biotechs. I do think, however, that the wise thing to do is to find companies that have multiple routes to success, rather than to bet on one.>> V1

To: scaram(o)uche who wrote (6299)	1/17/1999 9:10:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 9719

Rick, I cannot compare to your knowledge of science(in general) but in reading your comments I would like to re-iterate 2 points you made. 1. .You said>>> I believe that BPI will beat sepsis if anything will, and I occasionally trade the hope.......... (I can genrally agree with that) 2. You said>>>..... both the upside and the downside potential is significant, but the downside will be fully realized on the failure of a single molecule. (I very strongly disagree with that statement) >first of all xoma (for now anyways ) has hu1124 with gne >you know (LFA,anti-cd11a) YOU LIKE IT, and at this juncture adds real value to xoma. Besides that they have expression technology which may provide downstream royalties (as does INCY) AND the have monoclonal humanization technology the value of which is anyones guess (but may compete with pdli). BUT......what really gets me about that (future resting on a single molecule statement) which I Know you believe in, is the value of the fungicidal (which happens to be a bpi derivative). Safe, oral, cidal, potent, synergizing. Man if thats not a combo that we need then you are looking the other way bigtime. there are lots of other stuff like angio, lbp etc, but my point is the fungicidal ALONE is a slap in the face to your one molecule theory of xoma. Yes, one PARENTmolecule, but MANY diverse drugs and applications of very significant potential. All coming from a "SAFE" single molecule. Very significant pipeline. All IMO. END.