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 |