Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 199.20

+0.1%

Nov 21 3:59 PM EST

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To: Andrew H who wrote (11188)	11/15/1997 6:21:00 PM
From: Henry Niman	Read Replies (1) of 32384

Andy, The most interesting thing about the otehr threads is the fact that I don't say anything negative about the company. For AMLN, I just predicted the street's response and the prediction was correct. For AGPH, I just asked about the resistance profile. I get accused of slanting the news because I uploaded an entire article, without comment other than to say, "Here's another version." Viracept has done an excellent job and it has captured a very significant market share. However, the virus is very hard to eliminate, which is what I have been saying for years, and resistant strains could cause a major problem in the future, especially as patients feel better and think that they are "cured". I think that the new timetable will now definitely hurt AMLN, for several reason.

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