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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Bluegreen who wrote (6810)6/26/1999 4:33:00 PM
From: Rocketman  Read Replies (2) of 9719
 
Bluegreen, thanks for the link. I've always been a believer in BPI, but just didn't have the patience to wait for XOMA to get there. But, as they get closer, this stock certainly looks more interesting. You don't need to sell me on it as a long term play, though my partner certainly would need more coaxing. I would like to add some XOMA to the model before they get done with their clinical in the next Q if we can convince V1. The article certainly had it right about XOMA not getting any respect on Wall Street. This is one of the oldest of biotechs, still trying to get a product to market. They've burnt through tons of cash and investors and there is always a price to be paid for that. If BPI succeeds though, it will be a homerun for those who bought in during the single digit days.

Rman
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