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

To: Howard Henick who wrote (5531)2/11/1998 7:00:00 PM
From: William L. Molair II  Read Replies (1) | Respond to of 17367
 
He sold 1/2 of the model portfolio's position in Xoma to purchase CORR - because :

1.) He thinks the market way over reacted on CORR.
2.) Model Portfolio did not own any CORR.
3.) He had doubled XOMA position in November before the European
conference and does not expect anymore "big" news until the 2nd
half. Thinks CORR may rally sooner.
4.) Still really likes XOMA.

Hope this helps.


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