XOMA. Bull or Bear? Message Board

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Biotech / Medical : XOMA. Bull or Bear?

XOMA 26.37

-8.4%

Jan 16 9:30 AM EST

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To: Robert K. who wrote (8498)	1/27/1999 7:04:00 AM
From: Robert K.	Read Replies (2) of 17367

Lets review...shall we 1. GNE investigates bpi around 1990 2. GNE deal for cd20 patent 3. gne deal for hu1124 4. deal for royalties to cd20 5. GNE builds worlds largest production facility(biotech)((her-2 etc) 6. xoma scales up hu1124 7. gne decides to use expression technologies 8. gne and xoma are in close proximity. Are 5 ,6, and 7 related? Are 1 and 8 related? Where will roche fit in? Seems like they gne has a "relationship" with xoma. Also seems that large production facility PLUS expression system might be very significant combo (bigger than any past expression deal) especially with hu1124, perhaps her-2, perhaps others. Also the fact gne and xoma have come to terms so often lends on to think they would do the same with hu1124 if it proceeds. All IMO, all disclaimers. Nothing my be factual.

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