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Biotech / Medical : XOMA. Bull or Bear?
XOMA 31.810.0%Nov 24 3:58 PM EST

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To: Edward Paule who wrote (4913)11/28/1997 12:56:00 PM
From: aknahow  Read Replies (1) of 17367
 
Ed, in part your post explains my obsession with Sturza. M.M. & J.M. have said the same thing in the same media for some time. Sturza would be a new player with a new, (in large part), group. I know Sturzas group looks a XOMA occasionaly. We all now there is more favorable data on XOMA now than a yr ago. Two P III trials, royalty income stream about to increase at rapid rate, (amounts small but percent increase and consistancy will improve). So there are real reasons that might justify a change but Sturza may of course feel otherwise. But I have no doubt his recomendation would add more straws quicker.
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