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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: mike head who wrote (468)	3/2/1999 10:59:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 4974

OK, guys, enough! George..... very good. Regarding the rumor, this is what I had to say to a friend...... XOMA and Bayer (Berkeley) are about 100 yards apart. XOMA has excess production capacity (of course, given what happened with anti-TNF, so does Bayer). XOMA has the B cell patent, licensed to IDPH/GNE. XOMA has the enhanced yield from culture patent. Bayer and GNE could do a deal for anti-CD11a (GNE's product in clinical testing by XOMA for psoriasis). XOMA purportedly has a humanization process. Doesn't seem completely absurd to me. However, it doesn't make much sense, either, unless XOMA has (1) some compelling data with anti-CD11a, (2) reason to worry about BPI, and (3) GNE's best wishes. OK, later this evening, a deal was announced for NBIX with Wyeth-Ayerst. So.... we have NBIX, CNCT, INCY, SIBI and MDT/Cognetix (thanks, Jorgen!). Please vote if you like.