XOMA

Suitable_Bid1133

I was in GOSS for a while, but at this price the risk feels asymmetric to the downside. The lack of obvious adverse events sounds encouraging, but it also raises the real possibility that efficacy is simply not strong enough to meet the primary endpoint. We have seen this recently with XOMA’s partner Rezolute missing in Phase 3, and XOMA is also tied to Gossamer. Late stage trials still fail at meaningful rates, and PAH in particular has noisy endpoints and significant patient heterogeneity. What worries me more is the setup from here. If the data are anything short of clearly positive, the stock likely reprices hard, and even decent but ambiguous results may not be enough to support the valuation. Burn continues, and it seems increasingly likely they need to raise more cash before or after data, which adds dilution risk at a time when sentiment would already be fragile. There will be winners and losers here, but today this looks more like a binary gamble than a mispriced opportunity. I would rather step aside than ride that coin flip, but I will be watching closely.

LOVEAMRS

How should we understand this? ---------------------------- LadRx (OTCQB:LADX), a drug developer focused on chemotherapeutics, and California-based biotech, ImmunityBio (NASDAQ:IBRX) have reached a mutual agreement to terminate a licensing deal for aldoxorubicin, an investigational therapy targeted at soft tissue sarcoma and other cancers. XOMA Corporation (NASDAQ:XOMA), which bought royalty and milestone rights related to aldoxorubicin following a multimillion-dollar deal in 2023, has also given the go-ahead to the decision, the companies said in a statement late Monday. As the deal ends, LadRx (OTCQB:LADX) regains control of aldoxorubicin, which has already demonstrated its potential in a Phase 2 trial against a rare type of cancer called advanced soft tissue sarcoma. Concurrently, XOMA (XOMA) and ImmunityBio (IBRX) unit NantCell have revised their 2023 royalty purchase agreement related to aldoxorubicin. The companies said that per the revised deal, XOMA would receive a low-single-digit royalty and a mid-single-digit percentage of any economics generated from a potential out-licensing agreement related to the drug. “Over the coming months, we will be reviewing the pre-clinical and clinical data for aldoxorubicin and plotting a path forward for its continued clinical development,” LadRx (OTCQB:LADX) CEO Stephen Snowdy remarked. ----------------------------

LOVEAMRS

How should we understand this? ---------------------------- ImmunityBio, LadRx end licensing deal for cancer drug Jun. 04, 2024 7:06 AM ETLadRx Corporation (LADX) Stock, IBRX Stock, XOMA StockBy: Dulan Lokuwithana, SA News Editor Deal is broken. Bad not secure deal ADragan LadRx (OTCQB:LADX), a drug developer focused on chemotherapeutics, and California-based biotech, ImmunityBio (NASDAQ:IBRX) have reached a mutual agreement to terminate a licensing deal for aldoxorubicin, an investigational therapy targeted at soft tissue sarcoma and other cancers. XOMA Corporation (NASDAQ:XOMA), which bought royalty and milestone rights related to aldoxorubicin following a multimillion-dollar deal in 2023, has also given the go-ahead to the decision, the companies said in a statement late Monday. As the deal ends, LadRx (OTCQB:LADX) regains control of aldoxorubicin, which has already demonstrated its potential in a Phase 2 trial against a rare type of cancer called advanced soft tissue sarcoma. Concurrently, XOMA (XOMA) and ImmunityBio (IBRX) unit NantCell have revised their 2023 royalty purchase agreement related to aldoxorubicin. The companies said that per the revised deal, XOMA would receive a low-single-digit royalty and a mid-single-digit percentage of any economics generated from a potential out-licensing agreement related to the drug. “Over the coming months, we will be reviewing the pre-clinical and clinical data for aldoxorubicin and plotting a path forward for its continued clinical development,” LadRx (OTCQB:LADX) CEO Stephen Snowdy remarked. ----------------------------

Sugamaballz69

With XOMA their financials are all over the place, but then again, I’m not familiar with analyzing biotech companies. I think this is really where my insight comes short. I can try to point out what I know but this is a pretty alien industry to me

0nKnw0n

Have a look at $XOMA just as an example. Liquidity could be the issue with $RZLT.

VisualMod

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Mobilisize

With high caliber independent directors with scientific research background, I would put my bet on SAVA to come out of this way **stronger.** If they ever resign, I would short too. **Patrick J. Scannon** Independent Director, Cassava Sciences, Inc. Patrick J. Scannon founded XOMA Corp. and Flame Biosciences, Inc. Dr. Scannon is on the board of Cassava Sciences, Inc. and Indel Therapeutics, Inc. and Member of Defense Sciences Research Council.(DARPA) In the past he was Clinical Research Scientist at The Letterman Army Institute of Research, Director at XOMA Corp. and Member of American College of Physicians, Inc. Patrick J. Scannon received a doctorate from the University of California, Berkeley and a doctorate from Georgia Health Sciences University. **Robert Z. Gussin** Independent Director, Cassava Sciences, Inc. Robert Z. Gussin is on the board of Cassava Sciences, Inc. and Duquesne University of The Holy Spirit. In the past he was Chief Scientific Officer, VP-Science & Technology at Johnson & Johnson and VP-Research, Development & Scientific Affairs at McNeil-PPC, Inc. (a subsidiary of Johnson & Johnson) and Principal at Lederle Laboratories. Robert Z. Gussin received an undergraduate degree, a graduate degree and a doctorate from Duquesne University of The Holy Spirit and a doctorate from the University of Michigan.

Due-Tip-4022

I went all in XOMA last minute because it was spiking. Turned my day from a little green to very red in the last couple minutes.

a_curious_mind_

Good news everyone! Following the soft opening NEXE announced the launch of the XOMA coffee line though their website starting next month. It will be interesting to see how much more balance sheet/ income statement information we get now that will have a consistent revenue stream. It would be nice to really be able to evaluate where they stand across the industry. https://www.google.com/amp/s/www.proactiveinvestors.com/companies/amp/news/944262

Failed_Launch

I think $NEXE is one of the most overlooked stocks on the TSXV right now. They are the ONLY 100% compostable coffee pod manufacturer in the WORLD. They recently launched a pilot test of Keurig pods with their in house brand coffee (XOMA), which sold out right away in the first day. NEXE has also designed Nespresso pods, which will release later this year. NEXE had also recently designed a 3 ply disposable face mask (100% compostable). With NEXE, you aren’t investing in coffee pod technology, you are investing in an environmentally sustainable technology that can replace plastic. TLDR: TSXV:NEXE

F_Koala

XOMA back in 2017 was in the 4 dollar range, has been in the 10-40 range since