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Biotech / Medical : Ligand (LGND) Breakout!
LGND 197.01-2.9%Dec 1 3:59 PM EST

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To: Mudcat who wrote (18401)4/1/1998 8:40:00 AM
From: Henry Niman  Read Replies (1) of 32384
 
Mudcat, It's not clear if LGND does or does not want the SRGN compound. They have been granted an extension on the decision. I agree that Targretin has advantages, but if DAB389-IL-2 is approved, it will probably be six months ahead of Targretin topical and possibly a year ahead of Targretin oral.

It is certainly possible that the compounds could synergize. Treatment of AIDS is a good example. Patients receive combination therapy which works better than any of the monotherapies and the combinations cost considerably more. Therefore, even though all three compounds target the same population, there may not be that much competition.

I expect combination therapy to play an increasing role in most diseases, especially cancer.

I suspect that the side effects as well as longer launch times may be playing a role in LGND's request for an extension.
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