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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: scaram(o)uche who wrote (5377)7/28/1998 7:21:00 AM
From: Robert K.   of 9719
 
I could make a 20 page response, but here is a small one.
1. According to our previous e-mails way back when, you did claim to trade it about 3 times at a profit in the 1to 4 range. I dont disclose such private stuff, but its at your request. I did and do believe you.
2. You did claim to me about 4-5 years ago that xoma would have 50 million shares outstanding before launch. they have 42 million now.
GREAT prediction> HOPE YOU ARE RIGHT VBG.
3. I disagree with you bpi will not be one drug/indication.
4. Bpi21 is unliscensed to anybody, as are all the peptides etc.
5. I agree the incy patents where not a product stopper, but tthey might have been trouble. Focus and development are clear sailing now.
6. I really dont know if bpi will work in trauma, but its activities are such that it "should" find many uses in large markets.
7. Your "very direct posts" dont phase me as you know. I do believe that you are the very best bear view going and your views are honest and not manipulative. For that I value them.
8. I do think that if you read the patents and medline you would change your assessment from very bearish to hmmmmmm.
I know you can see value if there is value to be found, I really think you will see it. Other really smart people are taking hard looks.
9. Thanks for the response. Wish you well. RK
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