Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 206.01

-0.4%

3:59 PM EST

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To: Andreas Helke who wrote (11377)	11/18/1997 10:21:00 PM
From: Henry Niman	Read Replies (1) of 32384

Andreas, Thanks for the calculation. Many have criticize LGND's burn rate, but I've always thought its high burn rate was a plus. LGND has excellent management, and the quicker they spend the money, the more progress they make. I think that they are now calling their pipeline the best in the industry. I have felt that way for some time now. I expect LGND to be the "next AMGN", but I think that it will be harder for them because their huge success will require several blockbusters (in part because they have decided to share the risk and wealth with the big pharmas). However, they clearly are providing cutting edge technology for many major markets and sooner or later the street will figure out just how enabling their technology really is. Interstingly, the firm that seems to focus the most on LGND's underlying technology, H&Q, is the only brokerage firm not to give them their highest rating.

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