Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 206.36

+1.4%

Nov 26 3:59 PM EST

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To: Mudcat who wrote (17373)	3/13/1998 7:48:00 AM
From: Henry Niman	Read Replies (1) of 32384

I suspect that it's both science and resources that helps drive some of these combos, but in general, most of the treatments of the future will be combinations. LGND's most advanced (in a clinical sense) areas are Rexinoids and SERMs and experimental systems indicate that the two classes of drugs synergize. In general, LGND does some of this piggybacking with most of their programs that are with Alliance partners. The Alliance partner moves the drug through expensive trials targeting large markets and then LGND has the right to license back the drug for cancer indications. ZEN's Tamoxifen is the hormonal treatment of choice for breast cancer. The market is in the $1/2 - 3/4 Billion range (in the US?) and Targretin or Panretin could certainly be sold to a similar population, possibly at a higher price. The SERMs are also expected to be very big. LGND has three programs going with Alliance partners (Droloxifene and CP-366,156 with PFE, TSE424 with AHP, and Evista/Raloxifene with LLY) and targeted diseases include osteoporosis and breast cancer at this time, but Alzheimer's, baldness, and memory are additional potential applications.

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