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Biotech / Medical : Ligand (LGND) Breakout!
LGND 205.55-1.3%Nov 12 3:59 PM EST

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To: Henry Niman who wrote (16750)3/9/1998 1:31:00 PM
From: tuck  Read Replies (1) of 32384
 
Henry,

I appreciate the clarification regarding SERM's; clearly I had a slight aural misunderstanding. On the clued -- clueless spectrum, I am towards the clueless end, I admit. But I have my sources, as those with long memories on the thread may recall. I do not know on what basis the "strong speculation" that the Lilly drug is DAB IL-2 is founded, but I will stick to my guns regarding the SERM, particularly after reading your comment on it regarding synergistic effects with rexinoids. After Ligand does go public with its choice, I will try to remember to tell you the story, if only to shore my credibility a tad.

I agree that Lilly would not give Ligand a blockbuster SERM. But humor me for a minute, and assume it is a SERM. What market do you think it might address?

I revisited your Ligand Links page, and I must say, it's very impressive. Great work! I will be there more often in an effort to become more clued.

Regards, Tuck
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