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Biotech / Medical : XOMA. Bull or Bear?
XOMA 26.52+3.4%Feb 2 3:59 PM EST

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To: Robert K. who wrote (4781)11/20/1997 11:42:00 AM
From: chirodoc  Read Replies (1) of 17367
 
<<<<<We have investigated the effects of human LPS-binding protein (LBP) and human bactericidal/permeability-increasing protein (BPI

.........ok robert, so let's assume that bpi is extremely effective--let's even assume it is a great molucule. what do you think is the MANAGEMENT expertise of xoma to turn this into greenbacks?

......will they be able to turn this into profitable partnerships?

........or will another company buy rights to bpi, make a lot of money, and leave xoma still in the biotech ghetto? don't forget that bill gates BOUGHT ms-dos. where is he? where is the developer of ms-dos?

.......my dirft concerns the mangement savvy of xoma to make this a profitable venture. and i have heard very little analysis on this thread about the quality and depth of the management and their short term and long term plans--that is probably because we don't know--but it is a concern of mine nonetheless.

.....btw i am adding not selling my xoma so this is not a bearish comment, just a concern.
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