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Biotech / Medical : Ligand (LGND) Breakout! -- Ignore unavailable to you. Want to Upgrade?

To: Cheryl Galt who wrote (28997)	6/28/1999 2:22:00 PM
From: Henry Niman	Respond to of 32384

Cheryl, I missed the "hot stock" designation. I think that the orphan drug status is very good, but I'm not sure that LGND waited for the designation prior to filing. I suspect that the ONTAK and Panretin filings and launches stretched LGND's resources, and the Targretin filing was a natural follow up to the prior two FDA approvals. As far as squabbling is concerned, I think that a review of my posts over the past few days would also identify some discussion of LGND's filing order (oral over topical) as well as implications for off label use. I agree that the battle is rather old, but suggests that the HOT topics list was obtained via several posts in addition to the deadline nonsense. I was please that LGND elected to file for oral before topical, and a priority review could allow for approval when interim Phase II data for advanced breast cancer was being released. I also think that most long investors in LGND realize that LGND's timing the oral Targretin NDA and interim PHase II breast cancer analysis dovetail quite nicely, which was reemphasized in the discussions of the past several days.