Rosemary, My favorite is clearly LGND. I like them long and short
term. They should present phase III data on Jan 7 at the H&Q
meeting and I expect the price to skyrocket. LGND has one of
the best pipelines around and its technology is top notch
(they have two screening technologies - intracellular receptors
for non-polypeptide hormones and analogs, and STAT technology for
polypeptide hormones, such as interferons, interleukins, and growth
factors). They target most major markets and have strategic alliances
with PFE, GLX, AGN, ABT, AHP, SBH, and Sankyo. Long term they should
be a slam dunk (Bear Stearns projects revenues above $400 million
by 2001 and Robby/Stephens projects $500 million in revenues from
its two lead retinoids, Targretin and Panretin (within the next 10 years).
Check out their press releases. I can answer virtually any LGND question. |
