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


To: Bluegreen who wrote (16935)6/19/2004 8:19:13 PM
From: aknahow  Read Replies (4) | Respond to of 17367
 
What can I say? Does DNA or Xoma really believe that the competition is deterred by not being told what indications are being worked on?

I can understand not discussing an indication prior to entering clinical trials. Not even necessary to explain why this is both justified an intelligent. But it appears that "probes" are being used to keep the alien shareholders in the dark. We are not told what is being worked on and that of course helps undermine the share price.

With mines you know what they are looking for, where, when they will start how much they will spend, when they should finish drilling and know what they have found.

With Xoma, we have you, mining data to discover what might be of interest to Genentech and Xoma. But Xoma does not even think shareholders need to be told what they are looking for. Some like Bob still think they are looking "for" Neuprex. They gave up long ago. They are looking at BPI, not Neuprex, but hey will sell a buyer the Neuprex claims.

Sure Xoma is in the partnering business. But no partners have signed on the the HE "claims".

Keep digging away. You may find something that Xoma is working on, but when you do it won't help the stock since no one will know the significance of "exploration" efforts.