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

To: Bluegreen who wrote (9615)	4/13/1999 2:36:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

What would you say if I said the S.E.C. rules prevent XOMA from releasing information on the GNE deal!!! Would you believe it? Would you laugh? Would you call me nuts? Would you think I was a liar? Would you say the same things about XOMA?

To: Bluegreen who wrote (9615)	4/13/1999 4:54:00 PM
From: aknahow	Respond to of 17367

Super Bugs and Super Drugs 13-14, London, England Pat Scannon, MD, PhD, rBPI-21 Clinical Update Presentation at 11:30 a.m. tomorrow. Assume that is a.m. London time so any news that might come out will be out before the market opens. But seeing how XOMA handled the GNE announcement one can't count on news or even an indication of what was said. I still cannot believe that XOAM now is or will be participating in three P III trials, and two of them are in the late stage of the trial, yet the company fails to excite anyone. 16 cell expression agreements signed, 12 more in discussion and what seems to be a novel humanization technology, and yet out of fear of hype or ineptitude XOMA management falls over it's own feet when it comes to saying anything about what many of us had viewed as a positive announcement by GNE. After this week, if we are not apprised of anything Castello or Scannon say at their respective meetings I am going to have to finally move on. I just can't understand this company. I admit at one time I thought I did. Did anyone expect that GNE would announce an agreement with XOMA and XOMA would say nothing?

To: Bluegreen who wrote (9615)	4/13/1999 6:06:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

Preliminary Proxy Statement on file with S.E.C. sec.gov (for Opala) Number of Percentage of Common Shares Common Shares Name of Beneficial Owner Beneficially Owned Beneficially Owned ------------------------ ------------------ ------------------ <S> <C> <C> James G. Andress(1)................................... 16,500 * William K. Bowes, Jr.(2).............................. 52,569 * John L. Castello(3)................................... 733,000 1.4 Peter B. Davis(4)..................................... 147,932 * Clarence L. Dellio(5)................................. 203,105 * Arthur Kornberg, M.D.(6).............................. 32,500 * Christopher J. Margolin(7)............................ 152,922 * Steven C. Mendell(8).................................. 253,500 * Patrick J. Scannon, M.D., Ph.D.(9).................... 487,918 1.0 W. Denman Van Ness(10)................................ 55,431 * All executive officers and directors as a group (10 persons)(11).............................. 2,135,377 4.3 Suggest a NO vote on any and all management proposals. There are no "real" issues and a NO vote will not hurt but might at least show management shareholders are restless.