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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: Pseudo Biologist who wrote (4786)11/20/1997 1:19:00 PM
From: chirodoc  Read Replies (2) of 17367
 
<<<<<However, we do know the management of Xoma of the late 80's, early 90's (same as now?) was fairly incompetent and wasted a tremendous amount of sience and technology invented by their bright scientists.

........like you i am not only concerned with the technology of a company--a great management group that becomes profitable can buy the molecules or the research labs that it needs to go forward.

.......i have a about 5K in this company but will not raise my ante until i hear that they have the management in place to make my money work for me. i am not in love with the michael murphy approach of buying the technology only while downplaying management expertise.

......do you think that arris was smart in buying sequana? to me it seems like a taste of things to come as these inhibited companies become swingers sleeping in each others beds

..........i think m and a activity will swell as products get closer to market and competition heats up (sorry for the double entendre). thus, at this point, management becomes a more important issue.

.......i have been told that incyte and millenium have really good management--what do you think? who would you add to this?

.......thank you for your insight in advance
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