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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Andrew H who wrote (3931)1/13/1998 5:40:00 PM
From: Vector1  Read Replies (1) of 9719
 
First HQ report:

This will be a short report because I want to make the COCenys presentation at 3pm. I will try and post a more detailed report later tonight if I can stay awake.

Ligand: Solid main presentation but only moderately well attended. The breakout was also moderately attended. Key points are:
1.company will be solidly profitable in 99
2.NDA for Panretin gel for KS in Q1. Will price treatment at $4-6000.
3.Tagretin for Cutaneous T cell in Q2
4. Lepin deal currenltly being negotiated and if done with party they are negotiating with will be announced in a month but still some key open points.
5. will be multiple new drugs in clinicals this year and continuation of phase IIs
V1
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