Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 203.80

+1.2%

11:25 AM EST

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To: Henry Niman who wrote (17572)	3/18/1998 10:48:00 PM
From: SnowShredder	Read Replies (1) of 32384

Personally, I think the LGND did ok on this deal. The management are playing it safe because there is no guarantee that any of the products in pipeline are going to be approved. Even if the products get approved there is no guarantee that they will reach expectations in sales immediately (look @ Evista). I think they are hedging there bets, against a worst case scenario, none of the products that are supposed to make this stock profitable in the near term do this and LGND is still in the red. This deal is kinda like a guarantee (@ least for a little while) that they will have enough $$$$ to fund research and trials til they get into the green. I feel that once LGND becomes profitable new collaborations will stop and LGND will have all of the new cake to itself (How greedy :) (IMHO) Just so you know I'm biased...I'm long on LGND (>50% LGNDW...I'm a gambler). Henry, if they find a non obesity use for the leptin drug, does SBH retain the rights & LGND gets royalties, or does LGND gets the rights for that use? Go LGND, Where'd He Go?

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