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Biotech / Medical : XOMA. Bull or Bear?
XOMA 26.52-22.9%Dec 11 3:59 PM EST

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To: aknahow who wrote (15944)8/8/2002 1:18:45 PM
From: Cacaito  Read Replies (1) of 17367
 
Nice partner for Europe...

Why did not Roche exercise its first right to any Dna drug! or is it that Roche Dna old agreements are not in place anymore !! maybe, after the buyback and re-IPO of Dna the agreement change.

How much money does xoma gets from out of the USA sales !

any, small, none ... I do not know is not the big take xoma will get for the USA future sales, but should be some for xoma tech licenses.

Serono seems ready to battle Biogen in many fields, not bad, Blue likes competition a lot!

Regarding, the optionetics "reason" for the put season, it is beyond my scope to analized optionetics behavior. BUT, they could not be expert in a lot of things but their option stuff, and technical traders (and analizers)are pretty much off base when it comes to biotech, I have follow several and they have no clue (neither their technicals) about Fda decisions (or clinical results) impact on their technicals. The optionetics "reason" is beyond my season(ing)!!!
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