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

To: Edward Paule who wrote (4913)	11/28/1997 12:36:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Ed, I agree with the part about who might be influenced to buy but all the while strawsare being added some are being taken away for all kinds of reasons. So I don't think straws will do it. Bales of straw yes, and thats why I am interested in following biotech funds or even the Index funds that sold last year but may have to buy XOMA back this year if it remains at the required cap level. While none of us want to see more dilution or more stock issued and a puplic offering is much more costly than a private one, there is a bright side to an eventual public offering when the price is right and funds needed. That the fact that the underwriter in general can be counded on to "follow" the stock.

To: Edward Paule who wrote (4913)	11/28/1997 12:56:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Ed, in part your post explains my obsession with Sturza. M.M. & J.M. have said the same thing in the same media for some time. Sturza would be a new player with a new, (in large part), group. I know Sturzas group looks a XOMA occasionaly. We all now there is more favorable data on XOMA now than a yr ago. Two P III trials, royalty income stream about to increase at rapid rate, (amounts small but percent increase and consistancy will improve). So there are real reasons that might justify a change but Sturza may of course feel otherwise. But I have no doubt his recomendation would add more straws quicker.