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

To: aknahow who wrote (10282)	6/29/1999 9:30:00 AM
From: aknahow	Respond to of 17367

From: +george wohanka Sunday, May 30 1999 1 Reply # of 10581 I have a little longer list: (With June 29 edits) 1.Newsletters that cover XOMA give more prominence and get more positive. (in progress) 2. T.V. appearances by these letter writers more likely to mention XOMA. (in progress) 3. Oppenheimer updates report. (Rating remains same) (in 2 weeks) 4. Another broker/dealer initiates coverage of XOMA. (in one month?) (Occured Sutro) 5.Momentum players come in and also talk about XOMA to one another. (in progress) 6.Details of P II psoriasis released. (scheduled early July) 7.Patent news. (6 new patents in 90 days, estimated) 8. Institutional buying continues to appear on I -Watch. (daily) 9. 13D filed by one institution. (in one month?) 10. Iprex deal done. (in one month?) (DONE) 11. Meningo trial unblinded. (in 60-70 days) 12. Additional scientific presentations, publications. (Scheduled plus new) 13. Press articles on meningo results, good or bad. ( Change to more press and Internet coverage of XOMA ala Hirschfield and Manny.) 14. T.V. coverage of same if results good. 15. Oppenheimer changes rating based on trial results. 16.Mycoprex deal. (within 90 days) 17.More cell expression agreements. (any time) 18.Humanization agreements.(any time) 19.New "drug" taken into clinic. (within 90 days) 20. Trauma trial information on DSMB meeting. (within 60 days) Difficult to think of another biotech where one "knows" there will so many things happening in short order. Blugreen, resist the temptation to tell other boards to put XOMA in their portfolio. They are not going to do it. Let others ignore the end of the P III an the interesting information from the annual meeting. Let them ignore the institutional buying, the trauma P III which is at mid point, and everything else. Disclosure, I have been long and wrong for years, bought more before the annual meeting and more after. I have loaded the boat before and was totally wrong, and had to sell some at a loss. This is a disclosure not a recommendation! This is a wish list. Feel I must say this for those that had doubts about my understanding of Polyglot.<g> This repost is made because we may be able to add to the list or keep it in mind as events occur.