Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 188.18

-0.1%

11:06 AM EST

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To: Andrew H who wrote (4147)	7/17/1997 12:49:00 PM
From: Henry Niman	of 32384

Andy, I really haven't heard an update on the leptin situation, but after missing the end of January projection and being told of personel changes on the other side, I began to assume that the deal would wait for the AMGN data. I think that the AMGN data increases the value of the signalling approach and therefore a deal could be finalized very soon. On the negative side, the Lehman Bothers report talks much more about diabetes than leptin. Of course, leptin could get folded into diabetes, but I don't think its very likely (in the past LGND has done an excellent job of deviding up its technology, especially with designer estrogens). I did talk to IR at AGN today, and they seem to think that virtually anything is possible with regard to the retinoids. They are checking on the possibility of a third party joining AGN and LGND in ALRT. AGN clearly has put the retinoids at the top of their future revenues and could fund additional development via many avenues. They were quite excited about the retinoid programs although they suggested talking to LGND about the details. Henry

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