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

To: aknahow who wrote (10164)	5/23/1999 10:02:00 PM
From: Robert K.	Respond to of 17367

George, Dr Heyderman is trying to say that adhesion molecules are a primary cause of inflamation and vascular damage in meningo. rBpi21 seems to inhibit this. E-selectin is a adhesion molecule.Thats my understanding (which isnt much) BTW-hu1124 is similar in some regards also IMO. Standard K.

To: aknahow who wrote (10164)	5/24/1999 7:53:00 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

George, since I have been a longer term investor here than you, (you are a newbie to me), I will tell you a little history. Once upon a time monoclonals looked like the magic bullit to sepsis, with endotoxin being the obvious cause. Two companys have competing products. Xoma and e5 (mouse based), CNTO and ha1a (more human based). Both products seemed to work in early and late trials. Well the fda seemed to favor ha1a and snub e5. The stocks reacted sharply granting cnto a market cap of somethiing like 40 million outstanding shares times $60/share for a over 2 billion market cap. Cause, they had a apparent sepsis drug. It appeared xoma would lose the race to market. then ha1a failed and e5 failed and ha1a dropped out and e5 continued. Then it appeared Antril (synergen) had a superior product in its anti -IL-1 product. It appeared antril would beat e5 to market and be superior. (Antirl looked really good in P2). Synergen attained a market value of something like 2 billion on anticiption of a "sepsis" drug. Well Antril failed and synergan got bought out by amgen I think. Bottom line is many times it has appeared xoma would lose the race to market. To date we havent lost the race, we have just not won the race. We have many times been the apparent loser, but so far nobaby has won. In both cases above a apparent but non-approved sepsis drug netted a 2 billion market cap. Should xoma EVER be seen by the market to have a apparent (wide use) sepsis drug then the market cap would adjust accordingly. If you use the previous 2 examples that would give us a share price of $40 something. That does not mean it will happen, only that it is possible. Forgive me if any inaccuracies above as all is from memory. Consider nothing as factual, all IMO. All disclaimers apply.