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Biotech / Medical : XOMA. Bull or Bear?
XOMA 33.34-2.1%Nov 7 9:30 AM EST
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To: bob zagorin who wrote (17283)3/5/2007 11:44:54 AM
From: bob zagorin   of 17367
 
a little more detail.. they have rated a one.

...Xoma (XOMA:Nasdaq, $3.10; 2,500 shares; 6.46%; Stealth Stock): Xoma is a biopharmaceutical company involved in researching and developing therapeutic antibody treatments for conditions ranging from psoriasis to cancer. There were two significant events for Xoma this week: On Monday, the company announced the planned retirement of CEO Jack Costello, who is 70 and has held the position for the past 15 years. Then on Wednesday, shares moved higher after Xoma announced an expanded agreement with Japan's Takeda Pharmaceutical to include additional antibody programs focusing on cancer treatments. The company estimated that the combined revenue -- consisting of upfront fees, research funding and milestone-based awards -- could exceed $230 million over the life of the agreement. Although Xoma is not yet profitable and is our highest-risk play, we believe it has the most potential upside of all the other stocks in the model portfolio. We are fans of its proprietary research technologies, which allow it to sign agreements with large drugmakers looking to discover and develop new treatments. These agreements result in multiple revenue-stream opportunities for Xoma, with further payments occurring when research milestones are achieved. In addition, the potential for significant long-term royalties exists if a particular treatment makes it to market. We believe that shares remain attractive at current levels in the low-$3 area....
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