Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 200.79

-0.2%

Nov 14 9:30 AM EST

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To: Henry Niman who wrote (23560)	7/27/1998 2:56:00 AM
From: CYBERKEN	Read Replies (1) of 32384

The future is still in the sector, but IMO you will see most of the weaker companies out-of-business or bought up over the next year or two. It costs too much to stay in business with only one product and all those risks. The high quality companies (good management, good pipelines, lucrative deals) will be fine. Ligand, of course, is as strong as ever. The biggest challenge for biotech will be marketing. Most of these companies must necessarily concentrate on development and approval, but poorly planned marketing will kill many AFTER approval. I look for both marketing and production to be partnered out by the smarter companies as they reach product approval. Big pharmas like Pfizer will benefit, IMO. I now see Ligand as remaining mostly in the development end of the business, continuing to build the pipeline, and getting profitable and prosperous on royalties ala' Incyte. Like any other business, you do what you do best.

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