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

To: Pseudo Biologist who wrote (4789)	11/20/1997 1:27:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Not taking this personally. I felt bad about having pushed to get others to understand Giroir was the one who picked BPI for meningoccemia. As we all knthere are countless things it could be tried on. Was feeling thatwhat I had said (know you got your info from another source), had backfired. Yes it was the old management that did not pay attenion to protecting intelectual property. Long time ago I was told by Ellen Martin that one of the first things done by Scannon was to change this. Take a look at all the patents. While I do not know the science like you do I do have some smarts in the maagement area. This is a good management team. They are not about to give BPI away. Their recent financing deal was well done. They do a much better job of communicating with Stockholders than many other cos. I am not agaist negative post and don't want to fall into the habit of just jumping to Xoma defense when it is not warranted. I wish they would not use terms like "shortly" when they say they are going to do something. I also requested one poster from 1996 months ago and did not get it. I am concerned that statements say the DSMB can stop a trial if results are bad or IF RESULTS ARE EXCEPTIONALLY GOOD. Yet were told not to read anything into the test not being stopped. Sorry-- if the one statement is true then it means not stopping means at least that the results were not incredibly good. So yes I have ome concerns but this is not the time to get discouraged. We are seeing minds being changed about Xoma as we post.

To: Pseudo Biologist who wrote (4789)	11/20/1997 4:02:00 PM
From: Andrew H	Read Replies (3) \| Respond to of 17367

PB--welcome to the Xoma thread. It's great to have you (and your not so psuedo scientific expertise) on the thread. Certainly Xoma has had a checkered history and one is wise to be cautious in regard to management. However, new management seems to be capable and has brought the company from the brink of failure to considerable promise. I believe they are well aware of what they may have with BPI and have been grooming the compound wisely and doing a good job with difficult trials. Of course time will tell us more. In any case, I hope you will continue to post here since I know the value of your scientific abilities. BTW, it sounds like the preliminary news on Evista is good and could be a plus for the whole sector.

To: Pseudo Biologist who wrote (4789)	11/22/1997 1:38:00 PM
From: Robert K.	Respond to of 17367

Have 60 notes to read thru so here are some selected responces which may already be answered. (thru note 4789) Chiro- management IMO is excellent. Almost all are post 92 debacle. Jack Castillo brings expertise, tough choices, tight ship, and a plan. IMO he is well paid and well worth it.. PB-idec milght bring 2 to-8 million in royalties IMO (annually) in a year or 2. Adding in with their "other" significant future royalty streams and it might go a long ways for us a few years down the line..Off the top of my head. cd11-a , cd20, connetics, ALL the production techology (10 companies-numerous possible products) sweetener, etc......