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Biotech / Medical : XOMA. Bull or Bear? -- Ignore unavailable to you. Want to Upgrade?

To: Bluegreen who wrote (14087)	7/11/2000 7:53:56 PM
From: Cacaito	Read Replies (2) \| Respond to of 17367

"XOMA's drug is ""meant"" to interfere with the CD11a protein which is found on the surface of T-cells, thereby taming the T-cells without preventing them from going about their normal chores of destroying viruses and other real invaders." Blue, this remains to be proven, and especially for the higher doses that will be required in the transplant field. As one could see ""meant"" is meaningful for today hype, well is xoma time anything goes. I have mantained that the value of xoma is now more in anticd11a than in bpi. Did the reports mentioned bpi? or Bax? Sounds almost like an abandonment! despite the Lilly/bpi patent. If Bax proceeds then it will be even better. Nothing new except for the impressive market response, xoma got a new designated hitter, to empty the private placement bases. Last time it hit $16 when Sutro went overboard, this time is stronger, and the new Piping piper is clearly sounding strong for another private placement! xoma will get more money this time. Quite impressive. It seems much more the hand of Genentech behind than bax, Dna will get their money back, or at least the 25% expenses that belong to xoma.