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

To: Robert K. who wrote (14743)	9/19/2000 7:16:24 PM
From: Cacaito	Read Replies (1) \| Respond to of 17367

I do not like xoma leadership, (neither pr). Still, I do find, and many times remarked, that the company was save by the same ceoperson. The machinations to do so is their problem. Mine is to make money as a shareholder. The meningo rbpi21 trial was a very good effort, it was scientifically successful, it showed big promise, baxter chose a good but uncertain candidate, FDA did its job. xoma is in good shape with two drug platform in development (anticd11a, and yes rbpi21), they have many good partners, better money, and now Pj. It could not be better. My participation used to be as a shareholder, no more and probably not again. And my interest in the bpi platform, still interested and there is good hope. xoma try hard to get the approval, and I do think is not approvable under FDA flexible conditions (my opinion), based on the trends to improve subjects, and with further testing warranted, there is hope with new trials. Afterall ceoperson was right, "clinical benefit", but no proof. The issue of data hold for a year is the past, the hell with it. Technical analysis showed very strong accumulation, way over bought, but it could become more overbought! I just plain do not believe in this company, there are many good oppurtunities and less uncertainty. Even the market gave me more good ones (in on BGEN, ICOS, DNA, AMGN today). Congratulations and good luck (I still will benefit via DNA anyway for my consolation price).