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

To: Robert K. who wrote (17056)	7/12/2004 12:58:34 AM
From: Bluegreen	Respond to of 17367

Bob, no not WMB but Neuprex and Baxter history. History of not letting Girior in on final FDA decision. After the sell programs are done for management I don't see any incentive for them and Wall street as George says not to restructure. Just look at their burn rate and stock price. Better off now? What kind of a joke is that??? Now all you have is small piece of net of a product that has just had a stinker of a quarter!!!! This Raptiva turkey can't even get off the ground with spending of around 20 million a quarter and all those sales reps!!!! Even Genentech touts time and time again the Enbrel competition. They are almost GIDDY in describing the big threat to sales from Enbrel on their conference calls. I once knew Neuprex and Raptiva is NO Neuprex. Also look at the amount of common shares now compared to a few years ago. Besides what is so bad about a restructure? Wall street wins, after the sell programs for management are done management and the company will win, the only losers will be the moronic shareholders that didn't get out in time. I say moronic shareholders because those SELL programs put in place by management are an instrument to distance management from the current common shares. GOOD LUCK!!!!

To: Robert K. who wrote (17056)	7/12/2004 1:08:59 AM
From: Bluegreen	Respond to of 17367

So let's say Serono hit the ground running and sells 100 million of Raptiva the first year. If you figure Xoma gets 6% then Xoma gets 6 million. That is not even worth talking about compared to Xoma's burn rate.

To: Robert K. who wrote (17056)	7/12/2004 1:52:55 AM
From: Bluegreen	Respond to of 17367

WATCH OUT!!!! WATCH OUT!!! AUTOMATIC SELL PROGRAMS PUT IN BY XOMA MANAGEMENT!!!!! XOMA MANAGEMENT CAN'T WAIT TO DISTANCE THEMSELVES FROM THOSE COMMON SHARES OF XOMA!!!!!! Just keep reading the part about them wanting to DISTANCE themselves from 675,000 shares!!!!! That is 675,000 common shares!!!!!! They can't get away from those STINKING SHARES fast enough!!!! They don't want those STINKING Xoma common shares!!!!!! ONLY A MORON WOULD WANT THOSE 675,000 common shares!!!!!>>>>>XOMA Executives to Enter Into Rule 10b5-1 Selling Plans BERKELEY, Calif., Jan 12, 2004 (BUSINESS WIRE) -- XOMA Ltd. (Nasdaq: XOMA) today announced that up to three of its executives, including its Chief Executive Officer, may adopt prearranged trading plans in accordance with guidelines specified by Rule 10b5-1 under the Securities Exchange Act of 1934 and the company's policies with respect to insider sales. Rule 10b5-1 allows officers and directors of public companies, at a time when they are not aware of material nonpublic information, to adopt predetermined plans for selling shares. Under these 10b5-1 plans, each executive will be limited to the sale of the number of common shares represented by share options held by the executive that would otherwise expire in January and February of 2005. In total, up to approximately 675,000 common shares may be sold under these plans. These sales may take place from time to time and may be subject to various market conditions. Each executive's plan will be separate and unrelated to the others.<<<<<<<<<

To: Robert K. who wrote (17056)	7/12/2004 9:43:17 AM
From: Bluegreen	Read Replies (1) \| Respond to of 17367

Hey Bob, is that Xoma's management DISTANCING themselves from those STINKING common shares this am???LOL

To: Robert K. who wrote (17056)	7/12/2004 11:28:18 AM
From: Bluegreen	Respond to of 17367

WOW!!!!! No wonder Raptiva sales stink!!!! Look at this!!!!>>>>>>>http://www.enbrel.com/conditions/enbrel-pso-defined.jsp

To: Robert K. who wrote (17056)	7/12/2004 12:00:11 PM
From: Bluegreen	Respond to of 17367

THIS is what I am talking about. AMGEN doesn't talk about ANYONE being a competitor. They even plan on doing TV ads. Maybe Genentech will do a TV ad on how Raptiva sales stink because of the competitor Enbrel? ENJOY.>>>>>>>>>http://seattletimes.nwsource.com/html/businesstechnology/2001917371_enbrel01.html