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Biotech / Medical : XOMA. Bull or Bear?
XOMA 24.91-1.7%Dec 18 3:59 PM EST

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To: Robert K. who wrote (4051)10/10/1997 10:04:00 AM
From: aknahow   of 17367
 
Implications of Murphy New World Fund performance. Both his N.W. Technology Fund and his Biotechnology Fund have XOMA as the largest holding.

Believe his Biotechnology Fund can continue to do well as other major holdings are up sharply from Sept mo end.

If this occurs there will be additional fvorable exposure for Murphy and XOMA. Again this is for future, after Dec quarter.

Little downside if Funds do not perform well unless XOMA direct ause of this "performance". <g>
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