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


To: Cacaito who wrote (15417)6/23/2001 10:25:33 AM
From: aknahow  Read Replies (2) | Respond to of 17367
 
No I do not love TSC. I despise them, and see some of what they are doing as a move to cover their complicity in an attack on XOMA.

Xanelim trials wrote up rebound whenever a doctor said that the psoriasis had returned. Amevive trials had no rebound. Why? Only hospitalization was considered rebound!!! Listen to the call.

You must be putting me on, just to get me to keep explaining why Amevive is such a disaster. Just can't believe you heard the BGEN call and still feel so comfortable. It came after the market close so if you really belive the decline was due to Serrano and Avonex then watch out Monday. IMO the news leaked, see the N.Y. Times article which was pre call. This would be better for BGEN holders since some of the pressure may be off. There is no doubt in my mind that institutions will continue dumping BGEN. Almost every fund that makes group decisions will now have those that opposed buying BGEN insisting it be dumped, and using the purchase against their peers, if they are trying to shaft them.