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

To: Edscharp who wrote (10811)	7/16/1999 5:43:00 PM
From: Pseudo Biologist	Respond to of 17367

This was all over the news today: dailynews.yahoo.com (contact lens and infection story) Now, if they start talking of adding a bit of I-prex to all of these lenses to avoid the above (crazy idea maybe?), then I may even change my tune on the option story -g- (Thanks Robert for your comments on protein families and the like; not sure if I buy most of it but I have been corrupted by the likes of CATH and SCOP -g-) PB

To: Edscharp who wrote (10811)	7/16/1999 8:53:00 PM
From: aknahow	Respond to of 17367

FAQ/XOMA 16 July 99 Have not read, just saw it.

To: Edscharp who wrote (10811)	7/16/1999 9:36:00 PM
From: aknahow	Respond to of 17367

I agree that each member of the industry would have there own ideas on what types of companies they wished to supply with capital. Even so if enough of the biotech sector could get a major portion of their capital needs from the "insurance" industry this would to some extent make capital from other sources more available, or the terms less onerous. BTW, I do think we are now in a countdown. Anyone reading the FAQ's is bound to get some idea of the interesting positive situation XOMA is in. The few funds that have invested in XOMA recently have been well rewarded as the performance of XOMA is better than the S & P and most other biotechs. While it might have been cool to disdain and not own XOMA in the past, I think fund managers who invest in the sector will take another look at XOMA out of a sense of self preservation. The question bosses will be asking if they miss this one will be, "How come you let the past, blind you so much to the obvious future." The Eaton Vance quick dismissal of Murphy and the unthoughtful comment, "Goodby XOMA" was made late last year. The fund manager left over a hundred percent profit on the floor. You can get away with this a few times. But if you keep doing it it gets embarrassing.