Replies to post #158103 on Biotech Values

[DewDiligence]

XOMA’s 12/31/12 cash balance=$85M; expected 2013 cash burn=$50M:

http://finance.yahoo.com/news/xoma-reports-2012-operational-highlights-200500995.html

CC at 4:30pm today.

[DewDiligence]

XOMA hires senior executive for new CCO* position:

http://finance.yahoo.com/news/xoma-appoints-tom-klein-newly-170000328.html

…Tom Klein has joined the Company as Chief Commercial Officer, a newly created position reporting to John Varian, XOMA's Chief Executive Officer. Mr. Klein brings over 25 years of successful brand commercialization leadership, with an expertise in commercializing biologic products to medical specialists. Mr. Klein joins XOMA from Genentech, where he was Vice President, Business Unit Head Virology and Specialty Care.

*Chief Commercial Officer.

[DewDiligence]

XOMA executive officers establish 10b5-1 trading plans:

http://www.sec.gov/Archives/edgar/data/791908/000117184313001089/f8k_032013.htm

The officers are the CEO, CMO, CSO, and two VPs. Details of the 10b5-1 plans were not disclosed.

[DewDiligence]

XOMA—NIH starts phase-1/2 trial of Gevokicumab in non-infectious anterior scleritis, which is a separate indication from the EYEGUARD uveitis studies being conducted by XOMA and Servier (#msg-80192133):

http://finance.yahoo.com/news/xoma-announces-clinical-study-investigating-120000496.html

[DewDiligence]

XOMA has filed its DEF14A proxy statement for annual meeting:

http://www.sec.gov/Archives/edgar/data/791908/000119312513151045/d494085ddef14a.htm

Haven’t yet had time to read it.

[DewDiligence]

XOMA had $70.4M of cash as of 3/31/13, burning $14.9M during 1Q13:

http://finance.yahoo.com/news/xoma-highlights-recent-achievements-reports-200100994.html

CC today at 4:30pm ET.

[DonShimoda]

XOMA ReadMeFirst

(Update: XOMA Q1 2013 Results and CC Notes)

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 Archived 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
#msg-87745998 Q1 2013 Results and CC Notes

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