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

To: Robert K. who wrote (9426)	3/29/1999 10:24:00 PM
From: Bluegreen	Respond to of 17367

Great find, Bob. I saw today from BBC another strain C outbreak. Would be nice if you could post the link if you find it. I am not very good at link posting and cut and paste doesn't come out well on it.

To: Robert K. who wrote (9426)	3/29/1999 10:58:00 PM
From: aknahow	Read Replies (2) \| Respond to of 17367

Contemplating. So the trial continues. Is this P III? Dr. Alice Gotlieb is connected with XOMA in some contractual manner, (I believe, to the best of my recollection Standard Special K disclaimer), but does this mean Genetech is continuing with XOMA? If so why did XOMA not say anything? This request for new volunteers was dated Feb. 17. What goes on? why leave us in suspense? This is the only way to turn good news into something disappointing. Bob, thanks, but what is your opinion? Bob, thanks also!!

To: Robert K. who wrote (9426)	3/29/1999 11:48:00 PM
From: aknahow	Respond to of 17367

Bob, are you sitting on that iceberg? The focus must be on Meningococcemia because they won't be able to do all the interesting things they might do, if the phase III trials are not successful.

To: Robert K. who wrote (9426)	3/30/1999 12:02:00 AM
From: aknahow	Respond to of 17367

Bob, are you sitting on that iceberg? The focus must be on Meningococcemia because they won't be able to do all the interesting things they might do, if the phase III trials are not susccessful.

To: Robert K. who wrote (9426)	3/30/1999 12:27:00 AM
From: aknahow	Read Replies (2) \| Respond to of 17367

Jan. 7 1999 press release. <In April 1996, as part of its long-term partnering strategy, Genentech entered into a collaboration agreement with XOMA to develop Genentech's hu1124 molecule through Phase II. This part of the collaboration is now complete, and based on the Phase II results Genentech will decide early in 1999 whether to continue the product collaboration with XOMA or itself continue with Phase III development. XOMA may decide whether to receive payments from Genentech when the molecule is commercialized or participate with Genentech in profit-sharing from the ultimate sales of the product.> The info. you found was dated Feb. 17. I cannot believe that it would be Martin's idea of a smart move to hold news on an agreement with Genetech back. I am beginning to understand Bluebeard's anger!