Xoma Corp Del Com (NASDAQ:XOMA)

CAPS Rating: 1 out of 5

A biopharmaceutical company that discovers, develops and manufactures antibodies and other genetically-engineered protein products to treat immunological and inflammatory disorders, cancer and infectious diseases.

Caps

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All Players

324 Outperform
54 Underperform
 

All-Star Players

23 Outperform
27 Underperform
 

Wall Street

10 Outperform
1 Underperform
 

Top XOMA Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TMFBiologyFool (81.73)
Submitted March 07, 2014

Knockdown after EOA data looks like a decent entry point.

LazyHarlequin (79.09)
Submitted August 08, 2018

On 8/8/18 down $5.22 to $19.23. No options available.

XOMA VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about XOMA.

Recs

1
Member Avatar LazyHarlequin (79.09) Submitted: 8/8/2018 1:14:39 PM : Underperform Start Price: $19.81 XOMA Score: +21.04

On 8/8/18 down $5.22 to $19.23. No options available.

Recs

0
Member Avatar zzlangerhans (99.81) Submitted: 11/24/2017 12:57:58 AM : Underperform Start Price: $27.47 XOMA Score: +51.51

In August Xoma more than doubled after they licensed their albatross lead drug gevokizumab to Novartis for 31M upfront, milestones, and royalties. That was a nice coup considering that gevo had failed multiple indications and was probably being valued at zero. The problem is that the stock has doubled again from there on the back of a lot of hype in Seeking Alpha and elsewhere comparing the company to Ligand before Ligand embarked on 1500% gains a few years back.

Is Xoma the new Ligand? It's rather hard for me to see it considering that gevo wasn't one of a stable of Xoma drugs, but rather their lead drug for years. 31M was a nice cash infusion, even if 5M came in the form of a dilutive equity investment, but I don't think it would be wise to count on Xoma receiving much more from that heavily backloaded deal with Novartis. 31M is a fingernail paring for Novartis, a project for their R&D department to kick around but definitely not a high priority. Meanwhile, it's questionable how much else Xoma has of value. The other recent deals related to phage display libraries have been pretty small potatoes.

I wouldn't dismiss Xoma completely, but I'd want them to prove themselves before buying into all this hype. Once the current injection of helium has dissipated, expect Xoma stock to descend if the company doesn't deliver soon with new deals and profitable quarters.

Recs

0
Member Avatar RES7 (98.37) Submitted: 3/9/2017 12:05:43 AM : Underperform Start Price: $5.34 XOMA Score: -164.19

jed71

Leaderboard

Find the members with the highest scoring picks in XOMA.

Score Leader

zzlangerhans

zzlangerhans (99.81) Score: +264.30

Gevokizumab is finally dead ... or is it?

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
hateninja < 20 8/27/2010 Underperform 3Y $53.80 -72.12% +160.88% +233.00 1 Comment
blan49 < 20 9/2/2010 Underperform 3W $57.60 -73.96% +154.09% +228.05 0 Comment
jdbenham < 20 8/25/2006 Underperform NS $516.00 -97.09% +127.28% +224.37 0 Comment
tmhuston 59.08 3/13/2008 Underperform 1Y $732.00 -97.95% +122.13% +220.08 0 Comment
fiuser < 20 1/22/2008 Underperform 3M $810.00 -98.15% +120.12% +218.27 0 Comment
stockomatico < 20 10/2/2006 Underperform 1Y $570.00 -97.37% +119.61% +216.98 0 Comment
njwillie1 95.95 9/29/2006 Underperform 3M $546.00 -97.25% +119.36% +216.61 0 Comment
drakitin 99.06 8/15/2008 Underperform 1Y $702.00 -97.86% +118.67% +216.53 0 Comment
BrianRuth 98.75 3/5/2007 Underperform 1Y $918.00 -98.37% +112.59% +210.95 2 Comments
parallels 97.48 12/11/2006 Underperform 3M $651.00 -97.70% +106.73% +204.42 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.74 6/25/2015 Underperform 3W $81.40 -81.57% +31.65% +113.23 0 Comment
TrackCreditSuiss 89.12 11/13/2012 Outperform NS $55.60 -73.02% +100.85% -173.87 0 Comment
TrackZacks < 20 7/6/2012 Underperform 3M $76.60 -19.58% +3.82% +23.40 8/23/2012 @ $61.60 1 Comment
TrackRothCapital 76.33 6/28/2012 Outperform NS $61.80 -75.73% +108.82% -184.55 0 Comment
TrackCowenandCo 77.69 5/14/2012 Outperform NS $54.20 -72.32% +105.68% -178.01 0 Comment
trackmlvcapital < 20 3/31/2011 Outperform NS $57.80 -74.05% +108.33% -182.38 0 Comment
TrackZacks < 20 1/6/2011 Outperform 3M $135.60 -65.78% +10.24% -76.03 3/20/2012 @ $46.40 1 Comment
TrackWedbush 85.70 1/4/2011 Outperform NS $127.20 -88.21% +118.85% -207.05 0 Comment
TrackPacificGrow < 20 7/29/2008 Outperform NS $582.00 -91.17% +11.32% -102.49 4/17/2012 @ $51.40 0 Comment
TrackSusquehanna 88.65 5/13/2008 Outperform NS $645.00 -97.67% +104.05% -201.73 0 Comment
TrackLadenburg < 20 5/12/2008 Outperform NS $642.00 -97.66% +104.15% -201.82 0 Comment
TrackPZK < 20 3/25/2008 Outperform NS $795.00 -93.53% +2.84% -96.37 4/17/2012 @ $51.40 0 Comment
TrackRBCCapMkts 85.31 3/5/2008 Outperform NS $782.97 -98.08% +115.79% -213.88 0 Comment
TrackCanaccord 64.83 11/27/2007 Outperform NS $924.00 -98.38% +104.19% -202.57 0 Comment
TrackJimCramer 85.74 10/3/2007 Outperform 3W $1,155.00 -92.95% +36.45% -129.40 6/25/2015 @ $81.40 0 Comment
TrackBWS 96.74 8/1/2007 Outperform NS $630.00 -78.60% -41.38% -37.21 4/9/2009 @ $134.85 0 Comment
TrackRodmanRen < 20 1/24/2007 Outperform NS $753.00 -98.01% +106.20% -204.20 0 Comment

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