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

To: Arthur Radley who wrote (9842)	5/7/1999 11:39:00 AM
From: aknahow	Respond to of 17367

Yes, you have a point. Think the statement is legally defendable even if drug not approved by the FDA. Glad to see the change in emphasis, if it really is a change. What XOMA is doing, seems exciting, and I think that this excitement needs to be communicated. Not hype but the fact that what is being accomplished is not dull and dry but full of promise and potential.

To: Arthur Radley who wrote (9842)	5/7/1999 2:06:00 PM
From: aknahow	Respond to of 17367

If one reads the patentsXOMA has been making bold statements for some time. From a XOMA anti fungal patent. "An advantage provided by the present invention is the ability to treat fungal infections, particularly Candida infections, that are presently considered incurable." " Another advantage is the ability to treat fungi that have acquired resistance to known anti-fungal agents." Perhaps Ellen is right. If CBS or 20/20 even mentioned XOMA cure for the incurable, the new audience would buy XOMA stock with no thoughts about mortality targets, E-5 cash position or floorless convertibles. Next to incurable the following sounds less dramatic, but still a great story on a stand alone basis. Given all this I do understand a long delay in coming to an agreement with a big pharma. The price must be high unless one just wants to give it all away. And yet any big pharma must wonder why deal when the whole company is available for a song. But since we have neither buyout news nor deal news one wonders whats wrong with this picture. A further advantage of concurrent administration of Domain III derived peptide with an anti-fungal agent having undesirable side effects, e.g., amphotericin B, is the ability to reduce the amount of anti-fungal agent needed for effective therapy. The present invention may also provide quality of life benefits due to, e.g., decreased duration of therapy, reduced stay in intensive care units or reduced stay overall in the hospital, with the concomitant reduced risk of serious nosocomial (hospital-acquired) infections."