Xencor (XNCR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Xencor (XNCR)

XNCR 14.37

+5.0%

Nov 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scaram(o)uche who wrote (51)	10/30/2014 2:36:59 PM
From: fitzdad55	of 136

"I just don't expect results which point to commercial viability." Rick--I think you hit the nail on the head and this was an unstated, though a point of consensus that was reached by Amgen and Xencor and factored into the decision not to proceed with a Ph2b clinical trial. By the way, I never quite built out the share purchase of Xencor stock that I had planned on, some months back. When the lockup expiration expired a few months ago I was going to purchase more (I think it was in the low $8 or high $7 range at the time), but didn't follow through. Not sure why, but think I was distracted by consulting work! I'm just letting things ride for a while. Remain impressed with Dahiyat, but Xencor is working in a crowded, competitive field. I do like the decision to focus on therapies for diseases with high, unmet needs. Remain optimistic with 7195 and the partnership with Morphosys.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next