Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 199.07

-3.4%

Nov 20 3:59 PM EST

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To: medsunman who wrote (13264)	1/14/1998 2:05:00 AM
From: Vector1	Read Replies (2) of 32384

Medsunman, Well done and accurate summary. In the breakout Robinson got to the heart of LGND's strategy. Get the products Targretin and Panretin) approved for a niche indication where the efficacy is compelling and then epand the use with ongoing studies and off label use. this is a classical oncology approach and a very sound business strategy for LGND. LGND is performing numerous mini phase II studies to see where the compounds are most active. On the negative side it is becomming clear that Neither Targretin nor panretin will be a major player in solid tumors. Moreover Panretin has been dropped from prostate cancer because of lack of activity. Targretin has shown activity and studies are continuing. On the whole I would describe the presentation as solid but not spectacular. There was no news on the LGND choice of LLY compound. The company also expressed a high level of confidence that they would achieve significant royalties from the PFE deals. V1

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