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Biotech / Medical : XOMA. Bull or Bear? -- Ignore unavailable to you. Want to Upgrade?

To: aknahow who wrote (10631)	7/7/1999 6:46:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

George. Nothing you (or I) do or say will change xoma's march towards approval. The success or failure is more or less now set. I expect news today on psoriasis. (not 100% sure though) Comments on slide. >note the hu1124 picture. >note pk follow on result.(not as assuring, might be because of variety in study) >note hepatectomy result (excellent imo) >mycoprex claims (yes) >40 to 60 trauma centers (why such confidence) >hinting at more studies coming very soon( bpi & hu1124) >lots more stuff (I will comment latter in week) >other, most jobs avail. continue in production. Standard K disclaimers.

To: aknahow who wrote (10631)	7/7/1999 10:23:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

Another curious note. Why was the liscence to Allergan solely for iprex vs bacteria. Why not throw in the whole thing(neovascularization). Something more there than meets the eye. (pun). IMO. Standard K.

To: aknahow who wrote (10631)	7/7/1999 11:42:00 AM
From: Slugger	Read Replies (1) \| Respond to of 17367

BTW ever get the feeling that I screwed up a good thing for you and others by talking about it so much? Sorry. I now join the ranks of the conspiracy theorist and think that users saw the attention being paid and paid us back by modifying their approach to usage, including playing games to create a false impression among us. Ahh...the second gunman raises his ugly head on the XOMA board.:-) I'm not sure that it's a fake out, the stock has lost momentum so momentum players are getting out. Plus the stock is above 5 now so it can be shorted. In addition, stock has gone from about 2 to above 6, a three bagger, in less than a year. All add up to more sales being posted on I-watch. We still aren't seeing the big 100,000 sell blocks like we saw the 100,000 buy blocks on the move up, so I think the I-wathc data is telling us that we have topped out short term. Longer term will be determined by Neuprex results.