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Strategies & Market Trends : Sharck Soup
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To: Sharck who wrote (29291)6/23/2001 6:03:02 PM
From: aknahow   of 37746
 
They both may gain approval.

Xoma is not working with BGEN on anything.

I have no idea of what XOMA will do on monday after a 20% rise. I do believe the institutions that favored BGEN are going to be very upset. I was once involved on the institutional side for a fixed income, non equity, financial institution. Size was $12 billion but a lot was in overnight investments. Even so we would have called for the heads of anyone that induced us to rely on BGEN type information. They may well win the day but at present institutions will think they were betrayed, IMO. Monday will provide an answer. obviously BGEN is a buy at some point but not being able to trust them is a real problem. DNA/XOMA have told it like it is. And until I heard the conference call by BGEN I thought Amevive had some advantages. Now the only things touted are that they are going to file first and the duration of the remission of psoriasis last longer. What they don't say is that the drug was not as effective so if it did not work you may not care the effects lasted longer. Nor did they say they stacked the deck on the rebound issue by re defining the meaning of is. Is, is when u is in de hospatal!
The DNA/XOMA side was naive enough to count rebound as whatever the attending doctors said it was.

Even so, I have no idea either of what XOMA will do on Monday. does momentum propel it up or does it consolidate and rest?
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