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: Robert K. who wrote (16423)	11/14/2003 11:19:27 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

Robert, did you listen to the conference call? Did you know about the Serano trial? did you know it was a large trial? What did Davis say about summer? What did he say about avoiding the problem Amevive had? The real question is was Serono asked to do the trial after it filed? You are loyal to Xoma but Xoma has not decided that it needs to be loyal to shareholders. Tell us what is going on with Serono if you are so well informed. I don't think you can because Xoma never told us prior to the call and the call did not spell out the implications. Robert, you may understand BPI, but you refuse to see that everything takes much longer than one thinks it will. Neuprex is not something XOMA wants to throw money at. It will try to partner it and we can look for results in 2005. Yes there is the new born probe but it apparently will not lead to a product, as I once thought, but only to real clinical trials if the probe shows good results. BPI for acne is of great interest and will move fast in biotech terms which is slow in real time. <g>