Fórum dedicado à discussão sobre os Mercados Financeiros - Bolsas de Valores
http://teste.caldeiraodebolsa.jornaldenegocios.pt/
http://teste.caldeiraodebolsa.jornaldenegocios.pt/viewtopic.php?f=3&t=62371
Enviado: 8/5/2008 12:27luka Escreveu:e... não fui o unico a aproveitar estes preços: subida de +3% no after hours
luka
(não estou a criticar o trade) só alertei para o que parecia ser uma bandeira de baixa (que ainda não está activa)
Enviado: 8/5/2008 11:45Luis19 Escreveu:Luka,
Para teres acesso aos dados After-hours tens que subscrever o "Real-time Quotes"?
Isso é gratuito?
Obrigado.
Enviado: 8/5/2008 11:32Enviado: 8/5/2008 7:24Paionense Escreveu:Não me parece nada no buy point.
Parece-me claramente uma bandeira de baixa.
Abraço
JP
a queda deu-se com um volume abaixo da média (e sem noticias negativas)
e... não fui o unico a aproveitar estes preços: subida de +3% no after hours
Enviado: 8/5/2008 0:41Enviado: 7/5/2008 22:38Zacks.com
XOMA Far Undervalued
Wednesday March 12, 11:53 am ET
By Jason Napodano, CFA
Xoma, Ltd. (NasdaqGM: XOMA - News) reported financial results in-line with expectations on for the fourth quarter in 2007. For 2008, the company plans to focus its R&D dollars on the advancement of XOMA-052 and XOMA-629. Also in 2008, management will look to bring in one additional collaboration partner, as well as continue to grow the bio-defense contract business with the U.S. government.
Xoma's antibody discovery platform is starting to show signs of paying off, as both -052 and -629 could prove to be significant products in the not-so-distant future. The name remains significantly undervalued in our view.
Xoma is a very volatile stock, however, valuation is attractive based on our view of what Xoma will look like in three to four years. If all the above things work out, the market capitalization in 2012 should be in the area of $1 billion to $1.5 billion based on comparable companies such as PDL BioPharma (NasdaqGS: PDLI - News) ($1.2 billion), Medarex (NasdaqGM: MEDX - News) ($1billion), Abgenix (acquired by Amgen (NasdaqGS: AMGN - News) for $2.2 billion), and Cambridge Antibody Technologies (acquired by AstraZeneca (NYSE: AZN - News) for $1.3 billion).
That would be an impressive return from the current market value of only $340 million. In 2012, we see total revenues of $156.2 million. Based on the industry average P/S ratio of 8x, that would be a market value of $1.25 billion. Thus, when we look at the future value of Xoma based on its current business strategy we see the stock around $9-$10 by the end of 2012. Discounting that price by 25% back to present day we arrive at our fair-value of $5.
