Xencor (XNCR) Message Board

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Biotech / Medical : Xencor (XNCR)

XNCR 14.71

+4.1%

Oct 31 9:30 AM EDT

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To: Lance Bredvold who wrote (135)	12/5/2021 9:25:43 PM
From: scaram(o)uche	of 136

Thanks, Lance. Dahiyat has vision. Pipeline continues to expand, complex business plan. Fc licenses took longer to take off than I expected, but wow. Results with the most advanced candidates have been mixed at best. A fun company to own, but sharply cut back my position in all but one company on 11 Feb. XNCR was in the mix. The under cash thread should come alive soon? Like you, I'm looking for a trade to ride. And, like you, didn't completely dodge FGEN. Stuck around to sell half at an eroded price, then the remainder after "disclosure day". Ugh.

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