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

To: dwight martin who wrote (10108)	5/19/1999 9:38:00 PM
From: aknahow	Respond to of 17367

1.Important issue of Forbes companion, ASAP May 31, 1999. Devoted to Biotech. No mention of XOMA. Very interesting article on the SCIOS presentation to the FDA committee. Am sure someone at XOMA has read it, but if not it is a must. Makes one appreciate how daunting a task they have and why they probably would like to strangle their shareholders, or at least some of them. ...................Murphy Letter Call in line........... 2. Murphy really had nothing to say on XOMA and what he said was stupid. Basically proposed run up due to 1 st. quarter report putting everything together in a neat package. then he said the annual meeting is tomorrow. But I like Murphy and feel you get your moneys worth with his letter. Just hate it when he makes dumb statements. I can handle that myself, without his help. <g>

To: dwight martin who wrote (10108)	5/20/1999 8:31:00 AM
From: aknahow	Read Replies (2) \| Respond to of 17367

"Dusting for Prints" continued.... <TABLE> <CAPTION> - --------------------------------------------------------------------------------------------------------- For the Price per Type of Trade Date By Account of Quantity Share Trade Broker ---------- -- ---------- -------- --------- ------- ------ - --------------------------------------------------------------------------------------------------------- <S> <C> <C> <C> <C> <C> <C> 02/18/99 BVF Partners (3,000) $16.9375 Sale INET - --------------------------------------------------------------------------------------------------------- 02/24/99 BVF Partners (2,100) $16.5625 Sale INET - --------------------------------------------------------------------------------------------------------- 02/24/99 BVF Partners (20,000) $16.6250 Sale HMQT - --------------------------------------------------------------------------------------------------------- 02/24/99 BVF Partners (3,000) $16.7500 Sale INET - --------------------------------------------------------------------------------------------------------- 02/26/99 BVF Partners (3,000) $16.0000 Sale INET - --------------------------------------------------------------------------------------------------------- 02/26/99 BVF Ltd. Partners (2,000) $16.0000 Sale INET - --------------------------------------------------------------------------------------------------------- 03/04/99 ILL10 Partners (1,000) $13.8750 Sale INET - --------------------------------------------------------------------------------------------------------- 03/04/99 ZPG Partners (1,000) $13.8750 Sale INET - --------------------------------------------------------------------------------------------------------- 03/04/99 BVF Partners 13,000 $11.0000 Purchase HMQT - --------------------------------------------------------------------------------------------------------- 03/04/99 BVF Ltd. Partners 12,000 $11.0000 Purchase HMQT - --------------------------------------------------------------------------------------------------------- 03/19/99 BVF Partners 5,000 $6.5000 Purchase HMQT - --------------------------------------------------------------------------------------------------------- 03/19/99 BVF Ltd. Partners 5,000 $6.5000 Purchase HMQT - --------------------------------------------------------------------------------------------------------- 03/19/99 BVF Partners 50,000 $6.5781 Purchase VECT - --------------------------------------------------------------------------------------------------------- 03/19/99 ILL10 Partners 5,000 $6.5781 Purchase VECT - --------------------------------------------------------------------------------------------------------- 03/19/99 BVF Ltd. Partners 45,000 $6.5781 Purchase VECT - --------------------------------------------------------------------------------------------------------- 03/19/99 BVF Partners 16,000 $6.8506 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/19/99 ILL10 Partners 3,300 $6.8506 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/19/99 BVF Ltd. Partners 14,000 $6.8506 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/22/99 BVF Partners 68,000 $6.6977 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/22/99 ILL10 Partners 4,000 $6.6977 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/22/99 BVF Ltd. Partners 56,700 $6.6977 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/23/99 BVF Partners 18,000 $6.5206 Purchase INET - --------------------------------------------------------------------------------------------------------- <PAGE> - --------------------------------------------------------------------------------------------------------- 03/23/99 ILL10 Parnters 5,000 $6.5206 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/23/99 BVF Ltd. Partners 14,000 $6.5206 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/24/99 BVF Partners 9,000 $6.2500 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/24/99 ILL10 Partners 3,200 $6.2500 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/24/99 BVF Ltd. Partners 8,000 $6.2500 Purchase INET - --------------------------------------------------------------------------------------------------------- 03/25/99 BVF Partners (5,000) $6.0625 Sale HMQT - --------------------------------------------------------------------------------------------------------- 03/25/99 BVF Partners 130,000 $6.1250 Purchase JEFF - --------------------------------------------------------------------------------------------------------- 03/25/99 ILL10 Partners 10,000 $6.1250 Purchase JEFF - --------------------------------------------------------------------------------------------------------- 03/25/99 BVF Ltd. Partners 110,000 $6.1250 Purchase JEFF - --------------------------------------------------------------------------------------------------------- </TABLE> HMQT = Hambrecht, Quist INET = Instinet JEFF = Jeffries & Co. VECT = Vector Securities This is a print from March 99. In other words when a filing is made for purchases or sales the brokers used are identified by the date of the transaction at the end of the filing. The theory is each institutional purchaser has a slightly different set of "prints". Prints can change over time, so I keep looking at the most recent prints. I believe I see some of the same prints when I look at the dealers involved in last months XOMA transactions. But I believe a lot of other things too. For example that one sees what one wants' to see. That I am not often confused by the facts. And once while on a computer help line, when I was asked, "Whats' that in the background?", I thought the guy was asking about the noise being made by the pump in my aquarium. He just meant my screen saver. What else does one "learn"?? Take this finger print ridge of just one day. 03/25/99 BVF Partners (5,000) $6.0625 Sale HMQT - --------------------------------------------------------------------------------------------------------- 03/25/99 BVF Partners 130,000 $6.1250 Purchase JEFF - --------------------------------------------------------------------------------------------------------- 03/25/99 ILL10 Partners 10,000 $6.1250 Purchase JEFF - --------------------------------------------------------------------------------------------------------- 03/25/99 BVF Ltd. Partners 110,000 $6.1250 Purchase JEFF - --------------------------------------------------------------------------------------------------------- </TABLE> 250 thousand shares purchased and then one sale at the end of the day of 5,000 shares at a lower price. Look at other ridges. Gee instituions mess with even a thousand shares. Gee sales seem to be made using one specific broker while purchases are made elsewhere.