JoeBT:
>> All things considered, LGND is the best long term bio-tech investment <<
Go out and find "good science" companies that own a larger percentage of their potential blockbusters and that have a decent market cap:shareholder equity. Make a basket of them. Five years from now, you will have a graphic example of why your statement is wrong. However, you will also have sustained, in most if not all individual issues, greater risk.
>> In addition they have a number of drugs for markets with a 200 to 800 million dollar potential for KS, CTCL, Hodgkins lymphoma, head/neck cancer, ovarian cancer, and kidney cancer <<
This is the sort of statement that gives this thread a bad name. Restrict it to the indications where the data is conclusive and compelling, and you'll get a good belly laugh from anyone knowledgeable in biotech.
>> LGND's drug portfolio has the potential for several multi-billion dollar drugs for diabetes, osteoporosis, hematopoietic growth factors
(epogen and neupogen), breast cancer,psoriasis, prostate cancer, and actinic keratosis <<
I happen to believe that, if you prime neutrophils, you won't have much in the way of trouble with hospital-acquired infections. I propose that, if you open up high risk patients, prior to hospitalization, and spit in their peritoneal cavity, that you will protect them. I can provide preclinical studies that would support this stance. There may be competitive concepts out there and, since I'm broke, I'd need to give away most of the rights to my spit, but........ I take it that you'd like to invest in my venture? No? Well, if you think that it's premature, then perhaps you might also take a second look at epo and GM-CSF.
In this thread, "multi-billion dollar drugs" seem to slowly dissolve into references to "off label use" or "synergism".
In any event, I largely agree with you that the promise is interesting relative to the risk at this point, and I call attention to the next-to-last sentence in this post......
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