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


To: Robert K. who wrote (4850)11/23/1997 11:03:00 AM
From: chirodoc  Respond to of 17367
 
My understanding is McCamments office is across the street so perhaps some bias, but he has held steadfast for at least 5 years. Murphy rec. since about june 96. GW is working hard to get sturza to notice/commit :-)

.........that is 2/3, better than i thought--maybe i'll add a bit to my position! thanks!



To: Robert K. who wrote (4850)11/23/1997 11:25:00 AM
From: aknahow  Read Replies (2) | Respond to of 17367
 
Bob, your post is not correct, re Sturza. While I would love to see Sturza recomend XOMA I am not working to bring this about because there is nothing one could do. When I contact Sturza office I do ask as my last queston what do you think about XOMA? This is done only to see if the wind is changing. I do ask that the Sturza organization continue to follow XOMA regardless of their feeling towards it.

I think very highly of Sturza, and like the fact that he recomends shorts. I think it is a real mistake for some of the posters on other threads to just hate this guy.

I simply hope that XOMA does everthing in its power to keep Sturza informed with the best information they can provide. The double counting issue was one in fact raised by one of the M.D.s that works with Sturza. He as well informed about the Lancet artice and the trauma trials. I did not mention these things to him but rather he told me about them.

I'm a very satisfied subscriber to the Sturza lettter and will remain so even if he never recomends Xoma, but of course I would love to see confirmation from him that his organization thinks it's a buy too. It is up to XOMA to provide them with the data that would permit Sturza to recomend XOMA.

BTW, I did feel there was a change in attitude, not a recomendation, but a change. From classing XOMA as just another sepsis company with the typical problems there seemed to be real interest in what the Lancet artile said about meningococcemia. While not recomending XOMA in any way I got the impresssion that the prson I talked to had no problem with XOMA. IMO this was a change from the feeling I got months ago.

I do wish other posters would contact others who in the past have been cool towards XOMA but no to convince them of anything just to see where these people now stand.