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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: Thomas M. who wrote (65)	3/6/1998 4:11:00 PM
From: aknahow	Read Replies (1) \| Respond to of 4974

I was refering to XOMA, I am a bull on XOMA but since none of the block trades available thru Jan show any of the most favored Lambert brokers as block traders for Xoma my conclusion is he is not buying the stock. I made a joke of it to recognize that many other readers of this thread would not need to go thru the same proceedure to reach the same conclusion. That would be true of any stock which did not show any of the same brokers. Use this theory a your own risk. Obviously a block trade thru those brokers does not prove Lampert involvement.

To: Thomas M. who wrote (65)	3/11/1998 10:30:00 PM
From: aknahow	Read Replies (1) \| Respond to of 4974

There have been 3 updates to the BVF 13D filing. Simply additional purchases of stocks already on the list of 14 cos. 2/27 date filed 3/2. Of the 14 cos 4 have a cap of under $50 million 6 have caps between $50 and $100 million 3 have caps between $100 and $150 million 1 has a cap of $225 These are current caps. Given the declines in almost all Lambers picks the most probable average cap was $100 million when purchases were begun. Somewhat simplistic but offered as stimulus to get someone to say something about how Lampert picks companies.