Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 194.45

-1.9%

2:34 PM EST

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To: celeryroot.com who wrote (7848)	9/27/1997 6:27:00 PM
From: Vector1	of 32384

<<Their burn rate is high.>> And will increase now that they have the advanced compounds all to themselves. A deal is a must. With Robinson suggesting profitability in 99 huge R&D must be offset by a partner. I haven't seen any analysis of the topical Panretin economics for KS. I read somewhere (maybe even on te thread) that there would be 30,000 eligible patients. Lets assume LGND gets 50% of that market. What is a reasonable per year cost for a KS patient. Pulling $2,000 completely out of the air to get this started that would genetate per year revenue of $30 million growing maybe to $45 if it dominates the market. Gross margins would probably be in the 90% range implying $27m of gross profit before selling costs and of course G&A and R&D. Any thoughts. V1

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