Replies to post #155000 on Biotech Values

[DewDiligence]

XOMA’s hands are tied with respect to the acne indication, IMO. The PoC data are not sufficiently compelling to justify XOMA’s spending more of its own money on new trials, and finding a partner (other than Servier) to pursue the acne indication is all but impossible given that Gevokicumab’s commercial rights have already been Balkanized.

[DewDiligence]

XOMA—I can’t see what value this SA piece adds to what we already know about the acne trial (e.g. in #msg-83154202 and #msg-83123369):

http://seekingalpha.com/article/1115011-xoma-will-the-love-hate-marriage-with-investors-finally-end-up-in-a-stable-relationship

If anyone thinks differently, please post.