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

To: Bluegreen who wrote (10272)	5/29/1999 8:07:00 AM
From: Arthur Radley	Respond to of 17367

Blue, I agree with you on BTRN. It sure has had a nice bounce in the recent weeks. I've followed this one for a period of time and it appears to have a lot going for it. Unfortunately, I didn't buy into BTRN but did buy SDIX and have caught a nice 60% pop in their stock. SDIX has a very interesting niche in the GMO area, which is receiving a lot of attention here and especially in European. Currently they are the only company on the market with a test to determine if a food product is GMed and in Europe their new law requires testing of all such products. The recent discover of the early onset aging process for Dolly the Cloned sheep will only add to this issue IMO. Now if only XOMA would clone their shares at about $40.00 a share.

To: Bluegreen who wrote (10272)	5/29/1999 8:18:00 AM
From: Robert K.	Read Replies (1) \| Respond to of 17367

Biotech is the future. This is the start of the very begining. The computer revolution is what will help drive the medical revolution. I predict it will dwarf the imagination. I would like to mention a book called "Visions". IMO the medical revolution talked about there is on target and quite amazing. IMO its not if the money will flow, but when and how massive it will be. 100,000 genes=100,000 proteins. Defects in 5,000 are responsible for most diseases/conditions. Bpi is one protein. Bpi lipid control family is perhaps 4 proteins. Xoma has something like 40 scientists and 160 personel total working for 7-10 years (so far) to try to decode and understand 1 or 2 proteins (essentially). That 1 protien "could" be the key to numerous conditions. IMO bpi represents the cream of the crop. Those will be the first to be studied. Imagine the manpower needs for 5,000. Imagine the transformation. In maybe 20-30 years you will get more or less a instant report on your genetic defects, probablity of diseases/conditions in percent, the age you will acquire those conditions, preventave measures (gene therapy....etc,etc.) and lifestyle chances to alleviate the defect/condition before they occur at all.. standard K