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Biotech / Medical : XOMA. Bull or Bear?
XOMA 32.13-0.5%Nov 28 9:30 AM EST

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To: Bluegreen who wrote (16695)3/1/2004 7:46:46 AM
From: Robert K.   of 17367
 
Chiron & cancer >well I warned you about cancer. VBG
Right off the bat, the hot buttons to this are the 70/30 split (which beats a 72/25 split)
Xoma is now 2 for 2 negociating at 70/30 split.
Also humanization. First deal to get SOMEONE ELSE to use xoma's humanization estate.
Thirdly, all those cross-license deals>well looks like this is the START of that payoff.
I HAVE BEEN SAYING xoma has build up IMPRESSIVE capabilities
and technologies, chiron just blessed that idea as valid.
ALL IMO, good luck skd
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