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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: biowa who wrote (2638)	9/25/1997 12:27:00 AM
From: Henry Niman	of 9719

biowa. LGND has multiple compounds for just about everything so although each company won't have the same compound, they will have an equivalent compound (exactly how equivilant in patients remains to be determined). I think its EXTREMELY positive (both long and short term) because both companies will be pulling in big time partners (and I think that AGN will be acquired by JNJ). The biggest problem with the retinoid/rexinoid program was gross underfunding because it was so successfull in identifying so many compounds for so many indications. I expect THE diabetes deal to be announced sometime next week.

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