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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: schadenfreude who wrote (7315)	12/17/1999 6:13:00 PM
From: Cheryl Galt	of 9719

> If LGND's original platforms are so great, what were they thinking buying another platform in Seragen (fusion proteins)? < Otaku and Ralf, I've always thought that this was a part of the price Ligand paid for its pact with Lilly. Lilly wanted to recoup some of its years of sunk cost in Seragen and Ontak. Remember the Lilly deal, and initial and milestone payments to Lilly for Ontak? But Kuzel, the ECOG guy studying Ontak for NHL, looks sharp (to uninformed me, anyway). He's a long-time lymphoma clinical researcher, and I see his name in endless astracts. So maybe ONTAK will be the wildcard surprise after all. (Heaven help us if the Ligand thread starts speculating on that!) Ontak will get a pragmatic, honest evaluation from Kuzel, but it will be over a year before we hear anything, if then. Any comments on Kuzel or the ECOG trial? cancernet.nci.nih.gov Yes, I know Ontak can be toxic! imc.gsm.com then click PRECAUTIONS Regards, Cheryl . PS Ralf. Great posts! > Biotech IS a minefield and, as an investor, it IS almost impossible not to step on a mine from time to time. < So true! LOL.

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