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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Harold Engstrom who wrote (7396)12/31/1999 1:49:00 AM
From: Vector1  Read Replies (2) of 9719
 
Harold,
The key to LGND is Targretin for breast cancer. I do not believe results are due for some months. Maybe someone else is more up to date. In pre-clinical trials Targretin was highly toxic to certain breast cancer cells and acted synergistically with Tamox. We know that Targretin is has relatively benign side effects so it is efficacious in breast cancer it will be a huge drug. Since it has already been approved for another indication off label use will begin before approval.
I do not like LGND's management. They have created an overcomplicated capital structure and have thus far created little shareholder value. I think the chances of Targretin being efficacious for breast cancer is good (better than 50-50), but I think there will still be plenty of money to be made by waiting for the results. If Targretin craps out the stock will continue to be a dog for a long time.

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