Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 203.99

+2.4%

11:02 AM EST

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To: Phil Cressman who wrote (10491)	10/31/1997 11:31:00 AM
From: tdinovo	Read Replies (1) of 32384

Phil, I have a somewhat different take on an acquisition as well. It seems to me what Ligand needs most now is a revenue stream to begin offsetting the increased cash burn that will evolve as ALRI becomes history. If I were Robinson, I'd be looking for a generic house that addressed at least some of the key markets that I expected to address withmy current stable of compounds. It seems to me that the last thing Ligand needs right now is another compound to develop. In addition to the revenue, you get a sales force and a market presence that otherwise you would have to build yourself. I would also try to do a stock-for-stock deal, if at all possible. I know this leaves the issue of which LLY drug they specify up in the air. But I really don't see why the two putative actions should be connected. Anyone any thoughts? Ted

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