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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (9099)	9/26/1998 8:22:00 PM
From: Sergio H	Respond to of 29382

Max and DD and todo Amigos. My take on XOMA was just a brief. I didn't cover their pipeline in between pretrial and phase III. I formulated my opinion based on the information as I posted it. I also didn't cover the TA at all and DD is right about the upside. XOMA has underperformed its peer group and is attracting the bottom fishers looking for bargains. I also forgot to mention that there was insider buying this month. I think that if we see a rally in the biotechs that XOMA will obviously benefit. Sergio

To: Ditchdigger who wrote (9099)	9/26/1998 10:32:00 PM
From: Lee Fredrickson	Read Replies (1) \| Respond to of 29382

DD, XOMA has been a once or twice yearly recommendation of Jim McCamant, a medical stock newsletter writer out of California, for at least the last year. Sometimes when he picks it as a possible candidate for great things (in a small column or such in Worth or Smart Money?) it'll pop a bit. I held it for awhile last year, too. Can't remember if I won or lost on it. The part of the Neuprex's (their lead drug) story that particularly interests me is it's possible use to combat serious infections from abdominal wounds. Car accidents, GSW's, stabbings, etc. These can real easily get fatal, and their a regular part of life these days. Assuming it's a product with a shelf life, ER's could be up against a situation of needing to keep a supply on hand, whether they're using it or not. Has to get approved first, 'tho, and I'm not crazy about the above mentioned cash-burn rate. Lee

To: Ditchdigger who wrote (9099)	9/27/1998 2:08:00 PM
From: LTK007	Read Replies (1) \| Respond to of 29382

DD---does this not fit the bill for what we are looking for--it is the profile of a much overlooked and undervalued stock---on strictly thread their problem is they came out as an IPO at the worst possible time---but here is there profile and isn't this just what we seek regards GOM problem??? TCMS is a provider of transition zone marine constr-uction services, including pipeline construction, repair, maintenance, trenching, testing and commissioning; and fabrication/refurbishment of offshore drilling rigs, barge drilling rigs and structural components of fixed platforms. For the six months ended 6/98, revenues rose from $18.1 million to $79.2 million. Net income (vs. pro forma) rose from $788 thousand to $3 million. Results reflect the operations of the Founding Companies.