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: Arthur Radley who wrote (7754)	11/18/1998 2:12:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

What is Angiogenesis? med.chungbuk.ac.kr This is from non XOMA source. It might have been posted years ago. I am not sure it has any real value in terms of stock price performance but it is very comprehensive. Selected sample: "In the coming years, the two areas where growth will be greatest in the cancer market are in angiogenesis treatments and cytotoxic agents (agents that kill cancer cells) that work along new pathways. Angiotech is developing promising technologies in each of these areas. (Sources - American Association of Cancer Research, "Recent Progress and Future Opportunities in Cancer Research", 1995; Find/SVP, Inc., "The Market for Cancer Therapeutics and Diagnostics - A Market Intelligence Report", 1992) " Newer site: medscape.com

To: Arthur Radley who wrote (7754)	11/18/1998 8:33:00 PM
From: Robert S.	Read Replies (4) \| Respond to of 17367

Tex, you were right on the mark with your statement: Looking at LGND and now the news from XOMA, it appears that the only thing that will awaken these sleeping dinosaurs will be actual revenue and profits. Regardless of the "proof of concept" thesis, Wall Street does not get excited about therapeutic treatments that target small markets. One should also bear in mind that LGND's pharmaceutical compound targets a market that is relatively large when viewed against meningococcemia. In light of these and other issues, the history of share price projections posted on this board can best be described as delusional.