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

To: aknahow who wrote (16072)	9/26/2002 7:48:59 AM
From: Robert K.	Respond to of 17367

the convertable debt is something to be mindful of, but they also have a very big cash balance 600mil +. The other issue is how much of a dilution would that really cause anyway. Comparing xoma & sepr. Similar & disimilar. Both have about 70 mil shares, sepr has 600+mil vs xoma 60 mil (ballpark est.), sepr also has 200-300 mil revs already and a approved drug + royalties. Both have convertable debt. Both are in 5-6 dollar range. Like I said sepr is worth a look on comparisons alone. No, I am not selling xoma to buy sepr or vice versa. Good luck.