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

To: Robert K. who wrote (8805)	2/21/1999 10:40:00 PM
From: Bluegreen	Read Replies (1) \| Respond to of 17367

Bob, EVERYONE that has seen papers on BPI or any other antimicrobial peptide is in awe including Robert S. But a lot of people have a hard time with it being in Xoma's hands and you can't blame them with Xoma's past performance. If indeed Chiron or other Biotech had BPI patents and was touting end of Phase III for kids suffering from Meningo., well I think you would have a different scenario and coverage. So now we wait to see if Xoma proves it to work via satisfaction of the FDA. Once again EVERYONE that has seen potential of BPI is in awe, whether or not Xoma can prove it up and make money by proper marketing is a different story. In my opinion Robert S will jump on board if BPI is proven to work and hopefully enough of a class act to limit gloating if BPI fails. You know when I look at LGND, CORR, and CEPH I see in those recent approvals PLENTY of time to get in after approval. On the other hand, if we get explosive article like ENMD did in New York times we may go up rapidly in a matter of hours. Only my opinions.

To: Robert K. who wrote (8805)	2/21/1999 10:47:00 PM
From: Bluegreen	Read Replies (1) \| Respond to of 17367

Bob, even Harmon won't argue with you about BPI's potential! I would venture to say only one other knows as much about BPI as you do and the other is not talking!<g>