Ligand - LGND - thread for non-PhDs Message Board

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Biotech / Medical : Ligand - LGND - thread for non-PhDs

LGND 195.83

-0.7%

Dec 26 9:30 AM EST

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To: John Grandy who wrote (45)	1/31/1997 12:04:00 PM
From: Henry Niman	of 57

John, I'll try to give a bit more detail on the TZD/Retinoid arena. I don't think that there is any compelling evidence that one side or the other is better biologically. Insulin resistance can be treated with either drug type as well as drugs that would affect the molecular complex. I think that drug development will be somewhat dependent on which drugs are where in the approval process. I think that LGND will initially focus on Targretin because it has already passed safety tests and is currently in 3 pivotal phase III trials for CTCL. If the oral form is approved for CTCL, then it will be available and any M.D. in the U.S. could write a prescription for the drug (now its only available to clinical trial participants). I believe LGND will soon announce the start of a phase II trial in diabetics for Targretin. I expect LGND to quickly generate clinical data and use that data to negotiate a mega deal for type II diabetes. The deal will include large up front payments as well as a substantial royalty rate. The large pharmaceutical will then be responsible for phase III trials as well as marketing. I expect at least two related programs. These may be folded into the above deal. One will be to develop ALRT268 as a second generation compound. This drug is being developed by ALRIZ and has not undergone safety studies in humans. However, it is anticipated to do well because it is an analog of Targretin that binds more tightly to the same receptors. In the same two mouse models of type II diabetes, it does a better job of improving clinical parameters on its own and it also produces additive results with 2nd generation TZDs. LGND (ALRIZ) has yet another approach using yet another retinoid, LG100754. This compound interfers with RXR/RXR homodimer formation and pushes RXR/PPAR heterodimer formation which is the agent the treats insulin resistance. Of course LGND also has a TZD/PPAR program with GLX for atherosclerosis and an unrelated inflammation program with Sankyo. Both GLX and Sankyo are interested in TZDs for type II diabetes, so its hard to predict exactly how the various programs will sort out. However, I think its safe to say that eventually, type II diabetes will be treated with a combination of retinoids and TZD and LGND will have a significant piece of the action. Henry

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