XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 32.40

+1.8%

9:44 AM EST

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To: Bluegreen who wrote (16915)	6/11/2004 6:46:28 PM
From: aknahow	of 17367

You are obviously on to something. But the big boys also are aware of what you have found. But the market price of Xoma reflects that you and I are apt to be reading the news wrong. The HIV indication comes with negative baggage that I am not able to understand. Just like Neuprex, which I believe and believed was a drug with super potential, while the market understood it was not. Why is the HIV indication for Raptiva not a super positive? I don't know. Is it blocked by patents? What am I missing? Sure one could say, the indication is not HIV and therefore the stock deserves to be under $4. But that is too easy. There is no reason, given the info you keep finding and posting that HIV would not be an indication. But the informed market, and even RKK , is already aware of this and does not care. RKK, cares but , as i said the informed market does not care.

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