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


To: JFitnich who wrote (5031)12/6/1997 5:23:00 PM
From: aknahow  Respond to of 17367
 
JF, thanks for the input. I know institutional people like THESTREET and they have access to everything put out by their own firms. Their firms probably pay for the sub to thestreet but even so when you are told they think it's the best and you like Cramers style it's worth paying for.

Again, I think it has future implications for XOMA. However there are two ifs. The frst is that Murphy's Biotech fund continue to perform well enough to get mentioned. The second is that Xoma itself at least not tank, in which case Murphy might still get mentioned and this would indirectly impact Xoma or best case that Xoma be one of principal reasons for Murphy's performance. In this case Xoma will get mentioned.

Murphy's book comes out on the 29th. Free copies for new subscribers.

Barrons ads for Sturza & Murphy right next to one another. Murphy no longer mentions his picks. Sturza ad mentions performance record for two yrs.



To: JFitnich who wrote (5031)12/6/1997 7:24:00 PM
From: Andrew H  Read Replies (1) | Respond to of 17367
 
Yep, Jesse Eisenger. Intersting articles on CLGY and OSIP. Also an interesting article on Henry Niman of the LGND thread. Cramer is pretty good, too. His stuff on the oil services was well done.