SI
SI
discoversearch

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 : XNVAY or XEN
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael de Haan who wrote (4)1/28/1997 2:43:00 PM
From: James Silverman   of 28
 
From what I have seen two keys are:
1. The MDR drugs they have in clinicals need positive results. They have yet to publicly state results other than the drugs are well tolerated which doesn't say much.
2. How they leverage the MetaXen subsidiary. I like the way they have brought in some advanced technology and successful scientists in Mike Ross and others he pulled in from ARRS. I am hoping that MetaXen can not only help to speed the Xenova natural products from a
library to actual clinical candidates but also pull in quite a few new corporate partners.
BMY will hopefully be the first of many steps they make this year. In the meantime, the shares still appear to be cheap as the MV is slightly over $100M, 2 drug in Phase II and $50M in cash on hand.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News