Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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? -- Ignore unavailable to you. Want to Upgrade?

To: aknahow who wrote (15408)	6/22/2001 2:19:51 PM
From: Cacaito	Read Replies (1) \| Respond to of 17367

My short has no problem yet, DNA advances keep me ahead, and Serono (TSC conspiracy?) hits Avonex with according to Biogen misleading information (Biogen has orphan drug status in the US so only in Europe they could be hurt by Serono, but Avonex is proven superior). Thanks to Serono I will open position again in Biogen. Blue, I was clear about the attacks to xoma's product, it seems that right now the quality of Xanelim is taking force. Not strong enough to break my short yet, especially with my DNA hedge (actually shorting a little xoma was a hedge against a decline in the one I will hold for long = DNA. There is nothing else in xoma at the moment. DNA could in couple of months get Xolair FDA approval. I, of course, do not recommend a short position in xoma, never did!, neither a long. Like TSC just neutral.