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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Henry Niman who wrote (4657)4/23/1998 3:46:00 PM
From: biowa  Read Replies (1) of 9719
 
Henry,

>>I have a quick version of the table listing compounds in their pipeline at home.att.net;

Thanks for the excellent resource; as we all agree, LGND has an exciting pipeline/future. One thing I noticed on your table, was that all of the progesterone agonist/antagonist projects show no progress in 1997. Have they hit a wall? In the wake of the Evista hoopla, I've talked with several people, who say that's great for those with estrogen-sensitive or e/p-sensitive breast cancer but feel that those with progesterone-sensitive disease are being left behind. If LGND and partners are continuing to develop candidates in this area that could be a very interesting area. What do you know about this?

Once again, thanks.

biowa
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