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Biotech / Medical : FDA THRESHOLD: LOWER-RISK BIOTECH INVESTING -- Ignore unavailable to you. Want to Upgrade?

To: opalapril who wrote (60)	1/1/2001 3:13:25 PM
From: aknahow	Respond to of 75

Dear Mr. Opala Pril, By now I am sure you have seen that XOMA was the second best performing pick by S.I. members. The year 2001 will find XOMA involved in no less than four clinical trials. Psoriasis with anti-cd11a Kidney transplant with anti-cd11a Various types of cancer with ING-1 New indication for Neuprex. All of the other trials are underway and the new indication should begin this quarter. Perhaps XOMA now could be considered a lower risk situation? Institutional ownership is above 30% And even more important is the fact that Larry S-s like it a lot!

To: opalapril who wrote (60)	1/24/2001 9:12:58 PM
From: aknahow	Read Replies (1) \| Respond to of 75

Dear Mr. Opala Pril, it is raining cats and dogs here. What would you call that if you had a choice? Would calling something lower risk make it so? Who do you think will be the new head of the FDA? Do you think it will make any difference? The fiends at XOMA say hello.

To: opalapril who wrote (60)	12/6/2001 9:29:44 AM
From: Edscharp	Read Replies (3) \| Respond to of 75

Hi Opal, We haven't talked in a long while. Hope you are well. I think I stumbled on the secret of lower-risk biotech investing. Just this past week I l learned my stock in Aviron will be acquired by Medimmune and just today I learned my Cor Therapeutics will be acquired by Millenium. All things considered I ended up doing pretty well investment wise. I like Medimmune and Millenium. I may trim the size of my investment a bit, but I'll stick with the new companies. I think the trick here to buy into fledgling companies that have one good product that has been marketed or is at least in late P3 trials. If their products have large marketing potentials I think the lure to other companies becomes irresistible. A few weeks back Bristol Myers acquired a large position in my Imclone stock. Weird coincidence for me or a definite trend?