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

To: Edward Paule who wrote (5067)	12/9/1997 9:44:00 AM
From: Arthur Radley	Read Replies (1) \| Respond to of 17367

Edward, The very reason that I stopped my subs. to Murphy and these other guys. Here Murphy had Xoma a best place to put money in his newsletter for most of the year and now when he has a chance to really tout the stock he goes with something else. As for McCamant going with Nexstar as his pick for 1998, I find this a joke. Their Ambisone drug is finding rejections here in the states because of the high price and the fact that competing drugs do the same for less than half the price. For the first time, I think the medical community is price sensitive for drugs. If anything, NXTR would be my candidate for the short of the year. Look at the short interest already in this baby.

To: Edward Paule who wrote (5067)	12/9/1997 12:38:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Ed, I'm disapointed too, but there is a slightly different slant. When an underwriter lowers to accumulate from buy, or market perform from outperform or hold from buy, your right they mean sell. But since they have a relationship (underwriting / financing), they can't say sell. A letter writer can say hold and mean it. There is reason for M.M. & J.M. to not just keep mentioning the same stock. People simply lose interest and won't even hear what they are saying in the future. In the longer run it is important that people pay attention to M.M. & J.M. In the short run that means they can't burn out everyone by always recomending the same stock. I have actually been upset when M.M. is wildly bullish about XOMA since I think it destroys his credibility