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

To: Robert K. who wrote (6705)	7/17/1998 4:25:00 PM
From: Bluegreen	Read Replies (5) \| Respond to of 17367

RobertK, you state you are going to talk more about LBP. I assume you are talking about the LBP derivative that Xoma has in its patent portfolio. Can this LBP be attached to rBPI21 or will it have to be given separately?

To: Robert K. who wrote (6705)	7/17/1998 9:50:00 PM
From: Thomas J Pittman	Read Replies (1) \| Respond to of 17367

FWIW........... I browsed a copy of Worth (mine hasnt arrived yet) at a friends house this evening. XOMA was listed in the What They're Recommending column by Jim McCament (spelling?). I cant quote it but essentially he spoke highly of the XOMA 'pipeline', and praised their solid patent position (wonder if he knew about the INCY deal ahead of time). I believe that the recommendation was for purchase up to 6. I dont recall seeing a target price but there was mention of upcoming events this fall and early next year and of rapid progress in testing. Again, this from memory so check it out yourselves. J