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Biotech / Medical : XOMA. Bull or Bear?
XOMA 26.52-22.9%Dec 11 3:59 PM EST

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To: mike head who wrote (9649)4/16/1999 10:15:00 AM
From: aknahow  Read Replies (1) of 17367
 
Mike I also see it as a CRO position, but like it. I am impressed with the XOMA humanization patents and would like to find out if I should be. I don't have the knowledge to understand if they represent something that will lead to a major change in how Mabs are produced. I have asked on the PDLI board but did not get a response on the issue. I like PDLI but would think the XOMA technology is a potential threat to them.

BTW I believe the Castello presentation must not have said anything new or exciting given the performance of the stock today. so much for great expectations.<g>
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