XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 33.10

0.0%

Nov 3 3:59 PM EST

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To: bob zagorin who wrote (17302)	4/26/2007 8:53:14 PM
From: Arthur Radley	Read Replies (1) of 17367

Scarred, bruised and battle fatigued..but still standing...well leaning a little! I really don't follow ISIS that closely...however, it appears the Phase II data looked good. Liver chemistry looks good..always a major concern in this area. The following would be my concern ..short-term: 1) News of Phase II data is now factored into price..so will need something to move it near-term. 2) Phase III will take long time and huge numbers in trials...so again this references short-term prospect for price appreciation. 3) My major concern is how well this drug will be accepted by patients. Many thought NKTR and PFE had a winner with Exubera and it's novel delivery method...and as it relates to ISIS, it appears the delivery is via daily injections. Will potential users really go for this method vs oral? All just my opinion! And congrats on your XOMA trades...you only pay taxes on profits! (:>)

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