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


To: chirodoc who wrote (4840)11/23/1997 1:01:00 AM
From: Tharos  Read Replies (2) | Respond to of 17367
 
>>.i think by next summer the nikkei and xoma will be significantly higher than now.<<

Well, I'm still doggedly holding out to my prediction of $20 for Xoma by EOY; however, it looks more and more like Jan 1st everyone will be able to have a good laugh at my expense.

The Nikkei is a different story. There is already some fallout related to Yamaichi not being "transparent." This may have a negative effect as investors worried about the "real" status of their broker's balance sheets hesitate to invest. Not quite sure what EOY deregulation will bring to investment community. I feel if all things are equal, the Japanese would prefer to do business with a Japanese company -- fits in with their homogeneous society.

Nomura and Nikko tried to get customers in by breaking down the 1K share even lot barrier. The companies bought the even lot and then broke it into 100 share groups at a slightly higher commission rate (%age wise). Did not bring any new investors to the market.

The Japanese have moved a lot of heavy industry out of the archipelago and onto the continent. With the devaluation of many Asian currencies the Japanese products will become quite competitive. If the turmoil also causes Y150/$1 then it is probable the Japanese will be able to export their way out of this recession, anything less and they will have to find a way to improve worker productivity... I still think Nikkei bottom is somewhere between next April and end of next year. There are still a couple of key financial institutions that could fail, like Daiwa.



To: chirodoc who wrote (4840)11/23/1997 10:03:00 AM
From: Robert K.  Read Replies (3) | Respond to of 17367
 
For you scientific types, here is a rehash ofwhat I THINK bpi can do.
It is not guaranteed correct, but may serve as a possable guideline.
Comments appreciated.

Bacteria------------->PMN
.(produces) . (releases)
. .
LPS BPI
.(stimulates) . (Blocks)
. .
CD-14 IL-1,IL-6,IL-8
. (all attenuate)
.
Lbp
.
.
TNF

Notes:bpi + lpb potentiates bacterial killing(top of chart)
-BPI neutralizes lps (early in pathway)
-The reduced production (stimulation) of lbp effectively may attenuate TNF production.
-The neutralization of LPS (early in the pathway) may affect complement activation(host response) as follows.

Complement activation system
c1q
.
c3.............bpi blocks......>c3a,c3b......>shock
.
c4............bpi block........>c4a.............>shock
.
c5.............bpi block.......>c5a............>shock
. (bad potions of complement blocked)
c5b
.
c5b
............>membrane attack complex & cell lysis)
(good portion of host defense NOT blocked)

All above is compiled from information I believe to be true, I could have misunderstood it or it may be in error. As usual to believe anything I say, dont invest based on what I say.
WOULD LOVE TO HEAR COMMENTS FROM SCIENTIFIC TYPES
regarding above pathways. Hope it helps Robert K REMEMBER> THIS IS MY CHART,SO IT MAY BE WRONG,ASSUME IT IS WRONG.