Replies to post #157511 on Biotech Values

[DewDiligence]

XOMA +8% from silly TA piece by TheStreet (http://www.stockpickr.com/5-stocks-under-10-set-soar.html-20 ).

[DewDiligence]

XOMA Major Shareholders

The table below shows all shareholders who filed their XOMA holdings
on SEC Form 13G during the past 12 months; the figures are accurate
as of 12/31/12. The percentages in the table are as reported to the SEC
and do not take into account dilution from option/warrant exercises.

 
                            Shares    Stake 
 Baker Brothers           27,850,340  31.3% 
 Eastern Capital Ltd       7,433,304   9.0% 
 RA Capital Mgmt           6,698,558   8.2% 
 Fidelity (FMR)            6,108,500   7.5% 
 BlackRock                 5,703,090   7.0%

[DonShimoda]

XOMA ReadMeFirst

(Update: XOMA Major Shareholders)

Hopefully, this RMF will save folks some time and make it easier to research the company. It is meant to be a convenient jumping off point but, of course, it's not a substitute for your own dd.

Company Overview
#msg-83090011 Recent Company Presentations
#msg-83090054 Credit Suisse Investment Thesis
#msg-83090160 Servier Partnership Terms
#msg-83091150 Recent Financings and Baker Bros Investment
#msg-85039491 RBC Capital Markets Global Healthcare Conference Notes
#msg-85514239 XOMA Major Shareholders

XOMA 052 (Gevokizumab) Overview
#msg-83090144 XOMA/Servier to commercialize gevokizumab (XOMA 052) for the treatment of multiple inflammatory disorders
#msg-83091229 IL-1B has emerged as a therapeutic target for inflammatory disorders
#msg-83091258 Is Gevokizumab a “best-in-class” anti-IL-1ß therapeutic antibody?
#msg-83090127 Current Clinical Trials

Uveitis Program
#msg-83091071 Uveitis Market Forecast
#msg-83090431 Uveitis of Behçet’s Disease Pilot Trial Results
#msg-83090221 FDA Grants Orphan Drug Status to Gevokizumab
#msg-83090262 Servier Initiates Behçet's Phase 3 Clinical Trial (EYEGUARD-B)
#msg-83090953 Phase 3 clinical trial in patients with non-infectious uveitis intermediate, posterior, or pan-uveitis (NIU) (EYEGUARD-C)

Proof of Concept Program
#msg-83106427 Phase 2 Study of gevokizumab in moderate to severe acne vulgaris
#msg-83122761 Results of Phase 2 Study for Moderate to Severe Acne Vulgaris
#msg-83091380 Phase 2 study of gevokizumab in active inflammatory, erosive osteoarthritis of the hand
#msg-83091342 Non-Infectious Anterior Scleritis selected as next PoC candidate

Diabetes Program
#msg-83090114 Phase 2b trial of XOMA 052 in Type 2 diabetes patients did not achieve the primary endpoint
#msg-83091405 XOMA Discovers Two New Classes of Insulin Receptor-Regulating Antibodies

Cardiovascular Program
#msg-83091327 PoC Gevokizumab Study in Patients With a History of Acute Coronary Syndrome

Aceon Program (Perindopril/Amlodipine)
#msg-83091483 Aceon Phase 3 PATH Trial Meets Primary Endpoint
#msg-83091538 Credit Suisse' Take on the Aceon Opportunity

Competition
i#msg-83091092 Lux Biosciences declares intent to halt application efforts for uveitis treatment
#msg-83091763 Eyegate Pharma's pivotal Phase III study of EGP-437 in patients with anterior uveitis
#msg-83091599 XBiotech Announces Positive Phase II Results in Acne Vulgaris