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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: Howard Henick who wrote (399)	1/25/1999 11:32:00 AM
From: scaram(o)uche	Read Replies (1) of 4974

Howard: My stance on XOMA has not changed since they formally announced that E5 had been dropped. Don't know what you're talking about, sorry. I've expressed my opinions of IMGN several times, in a couple of different threads (most recently T/FIF?). Mitch failed to answer questions that I asked in the thread approx. 7/97, or answered them in a very non-satisfying fashion. The big deal has been coming for two years now. They may land something, we'll see. But, given that (1) ricin conjugates were kept alive, IMO, far beyond where it was obvious that they wouldn't work, and (2) investors have been hanging on Mitch's big deal for nearly two years, why would anyone trust that management team? Price to book of about 11, so the potential downside is a bit large for an immunotoxin company? >> wonder how big a position you have taken, when and why << I let Bob K. know the last time I played XOMA.... was hoping for early termination of the menigo trial. Didn't get it, and bailed. Missed the runup, and have no position. Rick

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