[LGND TA question & intro to Richard H.] I've been looking at LGND for a while, and the price response did not seem to follow most of this Spring's news & clinical development.
Now, news on an FDA comittee recomendation was very mixed - they were recommending approval of a med, but only as a therapy of last resort type due to the significant side effects/toxicity. Price is dropping. I'm not a TA heavy - my expertise is more in FA and business case (I'm a long term, consulting level clinical systems analyst with a degree in Business Adm)
I see some support at 12. What do ya'll see.
Richard, I have been exchanging with Rainier for about a year, on EQNX, PERLF, QSNDF and a lot on The Rational Analyst. My main focus this year is in biotechs and computer networking stocks (I've decided to concentrate on healthcare and info. systems since I have the background to appreciate the business case, rather than oil...)
Anyway, Rainier has suggested I contact you and perhaps do some things jointly with you. Looking at your profile I understand why. I also noticed VICL was not in your list, but seemed to meet some of your criteria.
Based on the pipeline depth, stage of clinical development, revenue potential, technology platform and liquid reserves, what are your top 2 or 3. I noticed AGPH, which I'm also getting interested in (Viracept in 38 months was very impressive) Thanks, Scott
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