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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: aknahow who wrote (9969)5/14/1999 3:26:00 PM
From: PrometheusTex  Read Replies (3) of 17367
 
Good afternoon,

The recent movement in volume and price has me back and paying attention to XOMA, and I finally decided to acquire better season tickets. The seats over at Yahoo were getting rowdy.

My take from the scientists that I know who follow XOMA is that they are more concerned about the FDA than the drug itself. And they do point to E5 as an example of FDA difficulties >> drug difficulties. However, in this area I am quick to point out that I was not around for that fun.

About the pink thing, it is my understanding that at least some significant part of the present range of applications/patents comes directly from the observations by the docs in phase II. (It is difficult for in-house biotech scientists to make the most important observations in a trial.) This change was so obvious, the Phase II docs find it hard to believe anyone could miss it. So listen for leaks now that the trial is finished. I personally will be surprised if there are none.

Hope you don't mind me crashing the party. I will, as George once suggested to me over at Yahoo, try to stick to the science. I did vote no, BTW.

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