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Biotech / Medical : XOMA. Bull or Bear?
XOMA 25.33-1.9%Dec 17 3:59 PM EST

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To: aknahow who wrote (15875)7/14/2002 11:00:45 PM
From: Cacaito   of 17367
 
Neither has cacaito reached the cool stage of calling decent, honest, cash rich ($1.5 billions)rich pipeline, $1 billion in sales, and a soon Fda approval, imcl/eln prospects, especially when their little xhity company only has clinical benefits to show for and a baxtard partner not willing to finance their trials.

You were promising big bax commitments as recent as few weeks ago, did you finish hearing bax CC, or reading their Q, where x is mentioned exactly as that an obscure incognita !!!

Pfizer is desperate boa digesting the Wla swallowing with no end in sights (I sold both at the peak of the offer,, never to look back at Pfe) they have wonderful 7 billion dollar drugs, but a market value that is not movable, since the exWlas are dumping with each inch up. The move for Rebiff is desperate at worst, at best they will grow the market, there are not many current patients that will change to a more expensive, more side effects, and similar long term prospects as Avonex.

Blue and Gw loves to bring the double digits % advantages of xanelim vs Amevive, let belief xomaDna for a while, then why a low double digit advantage at 6 months that become single digit at 12 months in an OPEN assignment study is going to matter !!!

Pfizer is desperate, but Seronon will only accrue $18M a year till it reach the $200M in their books. Translation: Pfizer is not so desperate, they are just not paying the whole $200M immediately just plain mirage.

But, the subject is not Pfe, not even Biogen, but xomaDna new found love with CONTINGENCIES !!!

Pfe would be much better buying the whole of Biogen, but the Boa is still digesting a large carcass.
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