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XOMA Corporation Message Board

  • stvan4245 stvan4245 Mar 4, 2014 7:06 PM Flag

    Anyone listen to the conference call?

    Anything to pass along?

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    • Yes. After the meaningless financials, they led off with the bad news about giving up on the erosive osteoarthritis indication ( which I considered a longshot). They were selling the PG story ( whatchmacallit gangregosum? The miraculous healing of sores?). Frankly, in the course of answering the analyst's questions on this one, it seemed that this disease is so rare, it will take a long time to enroll the 50 or so subjects they need for a meaningful trial. Which brought us to Uveitis, which, to me, is The Main Chance, and certainly my reason for owning the stock. Trying to understand the difference between the trials they are running and the trials which Servier is running in Europe was difficult. Under questioning from one analyst, they hedged on the release date of the trials, seeming to suggest that it might fall in early 2015, rather than 2014. This was, for me, the major disappointment.

    • I guess I should have said serious replies only. But you are right.....there are a bunch of idiotic post going on right now.

      Sentiment: Buy

    • I don't mind the failed indication so much as the CEO & Co's flippant attitude about the shareholder losses here. They are having a great time, actually laughing amount themselves trying to pronounce some acne indications. What a bunch of A Holes.
      These guys really don't seem to get it.

    • Listen to the conference call for yourself. You are not going to get a good answer with all of the scabs crashing the board right now.

      Sentiment: Hold

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