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

To: chirodoc who wrote (4790)11/20/1997 1:46:00 PM
From: Pseudo Biologist  Read Replies (1) | Respond to of 17367
 
chirodoc, thanks for the comments. The conditions BPI treats are complicated and "multifactorial," so its development is not easy, and it will take exceptional skill to pull this through. Listening to Giroir was a good step, as he seemed to have made the point (which is well beyond my knowledge to agree or disagree with) that meningoccemia was a disease "made to order" for BPI (or the other way around). Management will not "give away" BPI, but if clinical trials (and perceptions thereof) are not managed wisely, they may have some tough choices ahead of them.

chirodoc, I will post something about Arris/Sequana, etc in the Arris thread later today.

PB



To: chirodoc who wrote (4790)11/20/1997 5:50:00 PM
From: schadenfreude  Read Replies (2) | Respond to of 17367
 
re: Arris

It's interesting that you would bring up Arris in a discussion of questionable biotech managements. Worth magazine did an article a couple months ago on the six or so managers (in any industry) that best maximize shareholder value. Walker of Arris was one of them. Nice write-up.


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