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Biotech / Medical : North American Vaccine
NVX 1.140+1.8%Jan 27 3:59 PM EST

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To: andy harrison who wrote (217)1/15/1998 10:57:00 AM
From: aknahow  Read Replies (2) of 507
 
Andy, my comments related to Eisingers article at thestreet.com.

Aparently the article which I found fair triggers a different response
from many who are long NVX. Fair enough, since I don't know how I would feel if Sturza had recomended shorting XOMA, (which I am long), and then was quoted by Eisinger. Would I care if the hypothetical article reported he was many points underwater on his short sale recomendation which was made years ago? I would hope I would, but frankly, investing is such an emotional activity that I might not.

My suggestion was to follow Eisingers articles on the H & Q conference. He spoke briefly to Mates (Sp) yesterday and had a few more comments on NVX, which were IMO not put downs nor pump ups.

IMO, thestreet.com is one of the most important things to hit the Internet. The quantity and quality of the info provided on a daily basis can't be beat.

BTW, I try to read things that are contrary to what I believe. Find it helpful. If Sturza said things I did not like I think I would continue my subscription because its easy to find people who agree with one but more valuable to find those that don't. So anyone that has reasos for not liking Xoma, that would be interested in posting them on the Xoma thread, please do so.
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