Dave, I expect LGND diabetes info to come out around the end of Sept/ beginning of Oct. That should be a VERY BUSY time for LGND. In addition to the diabetes data and diabetes deal, the clinical data on their other retinoid, Panretin, will come out (for the US and Canada).
Last night their Pivotol Phase III International (US, Europe, and Australia) was HALTED because data was TOO STRONG to continue (42% Panretin response, 7% Placebo, p=0.00027). Although Panretin may also work for diabetes, Targretin and ALRT268 are stronger and more specific. Targretin Phase II data for CTCL was STRONGER than Panretin Phase II data for KS.
On Sept 4, LGND begins an extensive road trip (BioCentury, Bear Stearns, UBS, Oppenheimer, Robertson Stephens, Hambecht & Quist). I expect quite a bit of news, including the diabetes related info. |
