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 : XOMA. Bull or Bear?
XOMA 26.33-8.6%Jan 16 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: aknahow who wrote (10244)5/30/1999 10:51:00 AM
From: aknahow  Read Replies (1) of 17367
 
I have a little longer list:

1.Newsletters that cover XOMA give more prominence and get more positive. (in progress)

2. T.V. appearances by these letter writers more likely to mention XOMA. (in progress)

3. Oppenheimer updates report. (Rating remains same) (in 2 weeks)

4. Another broker/dealer initiates coverage of XOMA. (in one month?)

5.Momentum players come in and also talk about XOMA to one another. (in progress)

6.Details of P II psoriasis released. (scheduled early July)

7.Patent news. (6 new patents in 90 days, estimated)

8. Institutional buying continues to appear on I -Watch. (daily)

9. 13D filed by one institution. (in one month?)

10. Iprex deal done. (in one month?)

11. Meningo trial unblinded. (in 60-70 days)

12. Additional scientific presentations, publications. (Scheduled plus new)

13. Press articles on meningo results, good or bad.

14. T.V. coverage of same if results good.

15. Oppenheimer changes rating based on trial results.

16.Mycoprex deal. (within 90 days)

17.More cell expression agreements. (any time)

18.Humanization agreements.(any time)

19.New "drug" taken into clinic. (within 90 days)

20. Trauma trial information on DSMB meeting. (within 60 days)

Difficult to think of another biotech where one "knows" there will so many things happening in short order.

Blugreen, resist the temptation to tell other boards to put XOMA in their portfolio. They are not going to do it. Let others ignore the end of the P III an the interesting information from the annual meeting. Let them ignore the institutional buying, the trauma P III which is at mid point, and everything else.

Disclosure, I have been long and wrong for years, bought more before the annual meeting and more after. I have loaded the boat before and was totally wrong, and had to sell some at a loss. This is a disclosure not a recommendation! This is a wish list. Feel I must say this for those that had doubts about my understanding of Polyglot.<g>
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext