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Biotech / Medical : Xencor (XNCR) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (45)	10/29/2014 2:27:21 PM
From: scaram(o)uche	Respond to of 136

Given (1) 7195 (IgE variable/IIb Immune Inhibitor Fc), and (2) 5871 now pointed at IgG4-related disease? Very likely that they have a IgG4 variable/IIb Immune Inhibitor Fc construct in the lab (or even in preclinical).

To: scaram(o)uche who wrote (45)	10/29/2014 2:51:05 PM
From: tuck	Read Replies (1) \| Respond to of 136

Are we going to see anything good before the data reads out? If not, why shouldn't we just sell our current positions now, and buy when the opportunity comes up? Cuz it sounds like you not only consider poor RA data a possible blessing, but an expected outcome. The only answer I have is that we don't know to what extent the market actually agrees with you already. Maybe, at current prices, the market would just yawn again, like today. I'll say this: if it runs a bit into the data without other significant news, I will indeed sell and re-enter on the expected bad RA news. Thanks for your help! Best, Tuck