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

To: Henry Niman who wrote (29386)	11/13/1999 5:10:00 PM
From: Cacaito	Respond to of 32384

Fenretinide, some research from McNeil Phar, and RW Johnson, I think both are related to Johnson & Johnson.

To: Henry Niman who wrote (29386)	11/14/1999 9:34:00 PM
From: Lyn Benson	Respond to of 32384

Henry, what do we have on the horizon in the next 4-6 months in terms of conferences,approvals, or other significant events? Thanks!

To: Henry Niman who wrote (29386)	11/14/1999 10:43:00 PM
From: Arthur Radley	Respond to of 32384

Another biotech takes it on the chin tomorrow with the news out tonight on AVIR. However, with the big drop on Friday, one must wonder if someone didn't know in advance what was coming.

To: Henry Niman who wrote (29386)	11/15/1999 11:13:00 AM
From: bob zagorin	Read Replies (2) \| Respond to of 32384

Henry, I know LGND is strong on SERM research. Any comment on this from Jim McCamant's newsletter on AXPH SERM deal with Signal. "...The company also announced that they have established a partnership with the San Diego-based, private biotech company Signal Pharmaceuticals. Under the terms of the deal, AXPH will gain exclusive worldwide rights to Signal's selective estrogen receptor-beta modulators to treat cancer. These compounds act on the beta subtype of the estrogen receptor, which is located on various types of cancer cells. In exchange for these rights, AXPH will pay an undisclosed licensing fee and make research payments to Signal, and will also make milestone and potential royalty payments. There is also a provision included in the collaboration that gives Signal the option to share equally in U.S. profits. If they take advantage of this, then they will also share equally in the R & D costs. Signal will retain all rights to these compounds outside the cancer area. This is AXPH's first of what will likely be many in-licensing deals for their cancer program. AXPH is a buy under $8...."