Henry, Very decent results, no doubt about it. The oral form is effective. Very significant. Strong reinforcement of my impression (formed through your excellent hypnotic powers) that there is something good happening with ligand. Eventually, the street will catch up, but until then, I continue to accumulate. Now my 3rd or 4th favorate biotech (others are IGEN, SEPR, and CYTC,,as you know, these have been behaving very well,,,I think Ligand is getting close to the time it will start to be valued closer to what it's worth,,at least 30).
The dropping of one PML study will not hurt these people since oncologists will still have a study to rely on, and approval will probably be faster through the kaposi's avenue. Your statements about off label use are accurate and if good studies indicate activity against other tumors, oncologists can and do use these drugs for nonapproved indications. This will be much easier with a relatively low toxic drug.
The intriging thing to me is,,,will this work in carcinomas? (We know it works in lymphocytic tumors and a sarcoma--though there is some question as to whether kaposi's really is a true malignancy in the sense that I understand it). Do you have some indication (besides the skydiver) that these work for these tumors? Have some docs indicated that some of their breast or prostate patients are responding?
Thanks for explaining this complicated company over this prolonged period of time. Eventually, it will be considered a "find"!! IMHO of course. Later alligator. |
