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


To: Cacaito who wrote (9646)4/15/1999 9:00:00 PM
From: aknahow  Respond to of 17367
 
And I agree with every point you made. In spite of anything I have said in the past, with the exception fo floorless financing other than with GNE, I think management at XOMA has done an excellent job.

The IDPH deal was inventive and necessary, even though with hindsight it would have been interesting to be collecting royalties.

The Bermuda move, also smart.

Gene expression deals.

The patent deals and the patents themselves.

And of course participation in three P III trials.

When one thinks of all the junk that has skyrocketed on nothing it is easy to remain enthused about XOMA, even with its' terrible market performance.



To: Cacaito who wrote (9646)4/17/1999 7:32:00 AM
From: Robert K.  Respond to of 17367
 
Observation 5> when taking office one of the first things Jack did was
cut jobs from 300 plus to 225 some to 135 some. Now jobs have been on a slow but steady increase to 170 area. All this against a backdrop of low cash. Not very wimpy is it?
Standard K.