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


To: Slugger who wrote (9745)4/30/1999 1:22:00 AM
From: aknahow  Read Replies (2) | Respond to of 17367
 
Thanks, I had never checked this site before.



To: Slugger who wrote (9745)4/30/1999 8:05:00 AM
From: Robert K.  Respond to of 17367
 
Thanks for the site slugger. Although I have checked Thomson before and used it some, it must have been improved since. Should prove helpful. I have been monitoring the berlin-quotes site and the bbc site for news before it happens stateside. The berlin site has been essentially worthless (so far). The bbc site like pre-morning news, however since I lack the ability for after hours trading it serves no other purpose than "heads-up" (so-far). Uspto is great news before its announced cause xoma never chooses to announce it!!!!!!!!!!!
This company in many respects lacks self promotion. Thats one reason we are at 3 IMO. I find this seemingly curious. Why does a company with "perhaps" hot-button news stories hide the fact. Is it because the stories are in fact worthless? Is it laziness? Is it secrecy and low-profile spy stuff? Is it a attempt not to fan the flames pre-maturely? At the same time I see a deliberate low profile strategy.
We have missed many a timeline target over the last 3-4 years. Investors are fed up. Its also seems the company has deliberately
forgone its timeline goals, to "get it right" damning investor expectations. This is not the norm and requires some fortitude which I think many a company lack. Hence we are trading at 3 based on a lack of promotion and missed timelines. Even more curious is the fact the the company has been willing to dilute at a low price rather than
deal. This lends some credance to the "they aint got nothing theory"
which is in direct contradiction to "all that science". As for me, I am continually facinated by the science and theory. I continue to research items that are basically unknown here, and hushed up by the company. Is there anything there? I dont know. On the one hand
I can see initial product failure and perhaps a bpi success in the future(with or without xoma) On the other hand, this platform may encompass far more than most anyone can envision. GNE with its
covertables in 2005 is perhaps best postioned to jump in if we fail.
Also this years financing could also grab a chunk in summer if a failure emerges. If it fact the proof of concept becomes proof this platform may accelerate like a bat out of hell. All price targets would be look silly. The proof is in the pudding, and its showtime once again. All IMO.
All disclaimers always apply to all my notes past present and future, here and elsewhere. Consider nothing as fact. Consider as worthless.
never trade based on what I say. Do your own research.
Standard K.



To: Slugger who wrote (9745)5/3/1999 12:25:00 PM
From: aknahow  Read Replies (2) | Respond to of 17367
 
Not to over do it but again thanks for the Thompson site. I am not sure I understand it, but have run other stocks thru it and read the notes several times. The results seem consistent with what I know about the institutional holdings in the other companies.