Replies to post #154946 on Biotech Values

[ghmm]

Thanks for doing the work on XOMA's RMF. Its nice to have a starting point for DD. I'm not there yet but may take a look at them in the future.

On potential competition what do you (or anyone else who cares to comment) think of this molecule?
http://www.ophthalix.com/?KPageId=66
I don't have a science background and this may not be directly competitive as the mechanism appears to be different. The molecule is actually being tested in other indications (other eye indications, RA, psoriasis) and is a lot further along in those (Phase 2/3) then in Uvetis.

Here is a paper on it in Uvetis (in mice)
http://www.canfite.com/public/M44.pdf