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Biotech / Medical : Ligand (LGND) Breakout!
LGND 192.31-0.4%11:28 AM EST
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To: Andrew H who wrote (4362)7/28/1997 8:35:00 PM
From: Henry Niman   of 32384
 
Andy, Diabetes and leptin are really apples & oranges. The leptin deal is a research program on developing a small molecule that will mimic leptin signalling. However, at this point no one knows what applications such mimicing will have. Actually there is some advantage of delaying as more is learned from the AMGN trial.

Diabetes however, is a slam dunk for bug bucks. I'm sure that LGND already has some human diabetes data. However, its easy to use published data to generate an extremely high confidence level. TZDs work in mouse models of diabetes and they produce the same results in humans. Rezulin is being hailed as a wonder drug that will be used on a much larger population than its FDA approved population (type II diabetics on insulin). SBH's TZD (and I assume Takeda's) are already helping diabetics overcome insulin resistance in Phase III trials. Type II diabetics are already using Rezulin before they become dependent on insulin. A prevention trial is also underway. The worldwide population is projected to hit 300 million by 2025. WLA is charging over $1000 per patient per year. The market is huge.

Rexinoids synergize with TZD in two experimental settings. With mouse models, Targretin and ALRT268 synergize with SBH's TZD. In human liposarcoma cells, the rexinoids synergize with Takeda's TZD. Thus two different rexinoids synergize with two different TZDs in two different experimental settings. Diabetics are already asking me how to get Targretin.

There will be a very big diabetes deal very soon. The markets and competition are far too great to keep this one at the negotiating table for any length of time.

Henry
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