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Biotech / Medical : Ligand (LGND) Breakout!
LGND 202.50-2.7%Nov 7 9:30 AM EST

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To: Icebrg who wrote (31274)4/24/2003 1:00:22 PM
From: Icebrg  Read Replies (1) of 32384
 
Ligand sales per quarter and 1-year quarterly averages.


Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
2001 2001 2001 2001 2002 2002 2002 2002 2003

Ontak 8,6 5,0 6,5 8,0 8,6 4,9 5,7 7,4 7,1
Targretin 3,8 3,3 3,2 5,7 3,8 1,2 3,5 3,6 3,6
Gels 1,3 1,6 1,7 1,9 1,3 0,2 1,2 0,8 1,5
Avinza 4,1 6,1 2,0 6,6
Sum 13,7 9,9 11,4 15,6 13,7 10,4 16,5 13,8 18,8

Q4 Q1 Q2 Q3 Q4 Q1
2001 2002 2002 2002 2002 2003
Average/4 qrt
Ontak 7,0 7,0 7,0 6,8 6,7 6,3
Targretin 4,0 4,0 3,5 3,6 3,0 3,0
Gels 1,6 1,6 1,3 1,2 0,9 0,9
Avinza 1,0 2,6 3,1 4,7
Sum 12,7 12,7 12,8 14,1 13,6 14,9


Sales figures on a quarterly basis show a lot of variation. Most probably due to changes in stocking levels at the distributors. The strong figure for Avinza in Q1 2003 may very well be explained by preparation for Organon's involvement. There are still no real signs that sales of the oncology products are picking up. Especially Targretin in disappointing. I would have thought that there should be signs of an increase in use for NSCLC.

Erik
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