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

To: chirodoc who wrote (5040)	12/7/1997 10:54:00 PM
From: Robert K.	Read Replies (1) \| Respond to of 17367

".do any of you (especially you george) have any objective evidence that they have the kind of tough, aggressive management needed to do the deals to raise the stock price?" IMO bpi products are the future of xoma. IMO bpi has great potential. IMO castello has not been taken by some scam of a deal and given the product away cheap. IMO castello has focused the company and pared expenses to effect ongoing progress at reasonable burn. IMO he is attempting to get us the best deal possible. He could have probably made a deal already to deflect heat, but at what cost. IMO E. Marten could probabl;y do more(site wise) but is doing a great job of behind the scenes IR and is impressively knowledgable. Great to have her. Does xoma need to sell goods. NO. They have the goods, IMO its who wants the package and if they are interested then show me the money. Got that pfe and gne and amgn. Show me the money. Show me the percent.

To: chirodoc who wrote (5040)	12/7/1997 11:03:00 PM
From: Tharos	Read Replies (3) \| Respond to of 17367

Chirodoc, I go out of town a couple of days and we start talking about hamsters and pond scum. Now I don't feel so bad about your and my divergence into international trade and deregulation. My 2 cents worth of gold advice (wouldn't pay more than a penney for it) is similar to George's. With inflation low in the industrialized (read people with money in their pockets to buy) world and currency rates in those countries remaining relatively stable and the market giving 25%++ returns, there is no reason to buy gold as a hedge. Starting to look like I'm going to have to eat crow on the $20 EOY price prediction. I speculate Xoma will close out the year near $6.

To: chirodoc who wrote (5040)	12/8/1997 12:11:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

chirodoc, I am impressed with management. I have posted some of this in the past but it still hold true. Manaement is focused. While one can have all sorts of regrets that Xoma did not continue to persue all its interesting options we should be glad it did not. Previous managment had made a big bet on sepsis and new management needed to save the co. Focus on BPI was essential. Look at the patent record. Patents are important and it is Castellos management that did it. Getting Garovoy on board was also important. The recent financing deal crafted by management and P. Davis was very sound. E. Martin to me seems to be the best in the business. Take a look at her background and just the visiable stuff Xoma provides the public with. If I could I would shoot some other managements starting with their i.r. depts! <g> Important to me is the fact that there are no pictures at the exibition. While at some point their will and should be pictures of management in the annual report at present I think their absense demonstrates managements committment to what is important and thats the scientific progress not any cult of personality. The licensing agreements to date indicate that Xoma know whatit is doing. Big name pharmas would have no interest if it did not. While all biotech develop a relationship with their researchers Xoma is able to convey an impression that the company and they are part of a team that is excited about the prospects for the drugs being researched. However only with contact either direct or indirect with staff would I feel I really knew management. What do the run of the mill employees think about heir bosses? Don't know. Could make it a project to find out but for now not worth it.