Hi JD! RE: "Small molecule competition heating up."
With SO MUCH diverse research needing to be done, and SO LITTLE federal government funding supporting it and so many people waiting and hoping for the potential rewards of such reseach,
I just hate to think of Mlnm's WONDERFUL news as COMPETITION. And I don't believe it really is. There's room for many products and COMBINATIONS of products.
And -- except possibly for CVD --this list -- "cardiovascular disease, cancer, osteoporosis, pain, liver fibrosis, hematology and viral infections" -- does NOT even mention drugs for METABOLIC conditions (like NIDDM), doesn't mention any endocrinology focus. -----------
Until 1995, there was only ONE CLASS of oral drugs (sulfanyureas, like Glyburide) available in the U.S. for people coping with NIDDM. Today there are at least 4 classes, and other classes are being studied in the lab and the clinic.
There is SO much work to be done. Let the generous funding roll to FINALLY accelerate this research. Hopefully this news will stimulate Lilly and others to do likewise . . . (I have to wonder why Lilly let its protege Seragen go under....)
Ron Evans' work has given Ligand a powerful focus, that will likely eventually pay off (for sure, for people with NIDDM -- for Ligand, if their cash position gets healthy).
I'm not at all worried about competition.
Just my .02 Cheryl
PS - At 8:30 am my internet connection dropped, leaving the above note languishing on my screen.
Apparently, on this beautiful, calm day, US West had a massive power outage in North Seattle, that brought down the phone banks of Eskimo, my friendly little ISP.
What an awful, vulnerable, restless feeling to be disconnected from the wide world. I couldn't focus to get anything done! What a RELIEF at 11:18 to be back online.
Wow! I see Ligand saw 9.75 today so far! |