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

To: Bluegreen who wrote (9833)	5/7/1999 1:28:00 AM
From: aknahow	Read Replies (2) \| Respond to of 17367

Would say it's probably a combination of thinks. Remember Sluggers first post re I Watch. He called it to our attention only because for the first time since he had watched it for some time it started to show Institutional Messages. The pie chart, which I admit changes without explanation, during the day, also shows institutional volume. Then we also see several new posters, some of whom admit they are in for the short run. The CBS article is also a factor. If anything I think it provides cover for buying. The initial drop, last week, might have been due to some activity by market makers to prepare the way for bigger clients buying. It does seem difficult to believe that suddenly, a stock as unpopular as XOMA would suddenly become popular with individuals.

To: Bluegreen who wrote (9833)	5/7/1999 7:35:00 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

Another no mention in a hot topic. Its almost like we dont exist. Creates a "blindsided" scenario if bpi works. >http://www.usnews.com/usnews/issue/990510/nycu/antibiotic.htm

To: Bluegreen who wrote (9833)	5/8/1999 10:51:00 AM
From: aknahow	Read Replies (1) \| Respond to of 17367

There are good reasons to subscribe to M. Murphy. It is not one obtains inside information, nor that he is always correct in what he says. To me it is important because what he says can impact the market. Even in this area I would expect that negative comments would have more impact than bullish ones, given biotechs unpopularity, and the fragile nature of most biotechs. Murphy expects XOMA to announce the end of the trial when they make their financial release next week. So what? Many have said that here but Murphy's comments were based on a talk with XOMA not reading this board. He thinks they will do this even if they have not reached the mortality requirement. He expects no partial submission to the FDA at the end of the 10 day waiting period because he says XOMA says the FDA frowns on this given the recent problems it has had. So the 60 day and 90 day lookback or waiting periods will apply even for mortality not just morbidity. Says XOMA still thinks they would have a chance to have Neuprex be available for the next season. (Read the chances diminish as time from approval to the season is reduced). Murphy expects the announcement of the end of the trial will continue to generate upside pressure on the stock. I have my doubts. IMO a lot will depend upon how much information is released about the target and mortality. Remember, do not throw your proxies away. If you can't bring yourself to vote against management now, wait until the release and then vote. I only ask that you base your vote on your satisfaction with the content of the p.r. release. BTW I still urge a no vote, or a vote against management, irregardless of the outcome of the trial or the quality of any press release. My comments above are directed to those who just could not do this.