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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: aknahow who wrote (3516)	4/21/2001 5:30:47 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

George: She must have some smarts since she is in agreement with you on at least something. You continue to misrepresent my opinion of XOMA. There is no malice, so I do not get upset. XOMA has wasted more money than any other biotech that I can think of. IMO, most of the waste was predictable and predicted. In that sense and IMO, it was actually a sin. The exploration of CD11a-specific biologicals is clearly not a waste. Integrins/selectins were formally proposed as a focal point for XOMA's research program in 1986, after company representatives met with Mike Gallatin at University of Washington............. icos.com This chart pattern, IMO, has derived from truth issues, bait and switch tactics, and a lack of biologic insight........ quote.yahoo.com I have often stated that (1) Dellio et al. can put product into a vial and clinicals as well as anyone, and (2) Costello seems to be doing a good job. Everything that I've predicted about evolution of the XOMA business plan and equity structure has come to pass. The days where I can make such predictions about the company are gone, as I don't follow them closely. Biologic insight now appears to be driven by Genentech and Onyx. I wish you good luck in all of your investments. Rick

To: aknahow who wrote (3516)	4/22/2001 10:14:12 AM
From: aknahow	Read Replies (1) \| Respond to of 52153

Rick, did not mean to misrepresent your position. My comment, "Since I hear she does not like XOMA, I was pleased she did not name names. <g> She must have some smarts since she is in agreement with you on at least something.", at most simply says you do not like XOMA. My regrets on that score, have always been that that means less information, good or bad about what XOMA is doing, since you don't follow the stock. Knowing what you think is important to me. I bought thousands of shares of SEPR before it was followed on S.I. Bought it in 1996 at $15 unadjusted for if any. Problem is I was forced to buy it @ $15 when it was at $10, and it was put to me. Had really thought I understood the concept of improving existing drugs, but the 50% drop made me wonder why and what I thought I understood. So being worried sick I sold calls at $15 or less and got out never to get back in. It would have been very helpful to read insightful post about SEPR back then. Again, I apologize and will stop my lame attempts at humor when it come to your opinion on XOMA.