Thanks for the real RS deal Bernie. And for another excellent and informative post. Sounds like about a thousand miles away from what goro said about LGND being RS top pick for 1998. "Down and out stocks that could recover"...? Sounds more like a post from tonyt than a top recommendation to me. (:>)
Goro, after reading Bernie's post, can you explain why you characterized the RS report to us in the fashion you did?
>>retinoids may prove to be safer than currently available chemotherapy, which can be toxic to healthy & diseased cells alike." <<
They wouldn't have to go far to be safer than chemo, would they? I'm sure they will be safer. But its nice to see some public acknowledgement. Also nice to see all those 99 target dates for Targretin sales. I wonder about chemo being LGND's competition. It seems that retinoids could be given right along with chemo as a double hit for a period of time anyway, although in higher doses there is some toxicity from retinoids but nothing compared to chemo, I think.
Interesting that they don't mention Targretin for diabetes which is currently the single biggest potential income producer, perhaps even at 12% of revenues.
As for the psoriasis trial, it is interesting. A while ago Henry posted from a company press release that LGND had completed a P2 on psoriasis. When I talked to Susan Atkins about 6 weeks ago or so, she told me psoriasis were trials were still in progress. Maybe they did a couple of P2s? In any case we never did hear the results of the first, did we. But if they have finished another, it was probably recently and results should be forthcoming soon. Perhaps the next one to call IR and speak to SA could check on this. Or if you will be at H and Q, perhaps you could check?
I promise not to give you a hard time about your report this time. (:>) |
