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

To: Mudcat who wrote (29149)	8/17/1999 8:23:00 AM
From: Henry Niman	Respond to of 32384

The story that I heard was that Robinson said that 1999 was going to be rough, but 2000 would be great. I believe that the breast cancer trial with Targretin is open label, so researchers (and Robinson) probably already have some initial data. Robinson has also said that Targretin could be LGND's "most important product" The priority review was expected (so the FDA must comment by Dec), and the FDA is looking for more cancer drugs, so I expect approval, although maybe not by a unanimous vote by the advisory committee. Thus, Targretin has a good chance of approval this year, and some positive clinical data for breast cancer, coupled with an in place sales force, could send Targretin sales through the roof (and the pricing on Targretin will be high because the CTCL target population is tiny).

To: Mudcat who wrote (29149)	8/17/1999 8:33:00 AM
From: Henry Niman	Read Replies (2) \| Respond to of 32384

As noted previously (In June) messages.yahoo.com LGND had already discounted the likelihood of profitability this year