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

To: chirodoc who wrote (4211)	10/21/1997 5:51:00 PM
From: opalapril	Read Replies (2) \| Respond to of 17367

>> but don't you think that + results will bring in a big pharma looking too boost pipeline?<< Absolutely. That's why I'm here, stubbornly gripping my fistful of XOMA shares with a sweaty hand. My point is only this: new Xomatics (Xomites? Xomans? Xomers? Xomazans?) should not expect all that big or permanent a pop in stock price if, as we all hope and expect, the November 8 announcement is positive. Bigger rewards will come later when some slightly desperate big Pharma with a thin or dubious pipeline (my selfish choice: Amgen) goes shopping for XOMA and does a real money-making deal to manufacture and market BPI compounds. Yes, of late there have been some minor deals licensing certain of Xoma's processes -- and, yes, the income is welcome, however modest -- but we all know that four years ago XOMA elected to put everything on a single roll of the dice: BPI. It lives or dies with this platform. "I'm comfortable with that decision," she says laughing nervously. "Still, it is a gamble."