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Biotech / Medical : DYAX: Dyax Corp. -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (21)	8/7/2001 11:02:03 AM
From: keokalani'nui	Respond to of 197

Tuck, Out of the mountains, foggy headed and trying to catch up, and surprisingly I've got some real work to do. Thus I'm not feeling very with it on the investment front. I want to read the symlin, flumist and come friday the bosentan ac reports. Maybe next week. Analysts and IP? I'm such a cynic I think the analysts' patent counsel have already been in touch with the company's patent counsel and don't want to show it by asking questions in a public forum, FD notwithstanding. DYAX always interested me, but have yet to bite mainly because cat has been enough phage so far. Plus, it seems during the 2 weeks I was gone it could be argued I have too many BTs even though I managed to side step most of the setbacks. Wilder

To: tuck who wrote (21)	8/20/2001 1:41:57 AM
From: aknahow	Read Replies (1) \| Respond to of 197

Xoma CEO said this on web cast last Friday. "With the partnerships with Bax, Onyx, and DNA, and the 28 licensees of cell expression technology, and with "all phase display companies shortly to become licensees" Have no idea if he is correct, nor what shortly means nor how many "phage" companies there are. Any ideas about approximately how many there are would be appreciated. While XOMA remains one of the most disdained stocks by the S.I. biotech experts, mutual funds have increased holdings from about 2% to around 50% as of June 30, 2001.