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

To: Arthur Radley who wrote (31149)	9/6/2002 1:21:23 AM
From: tuck	Read Replies (1) \| Respond to of 32384

Hmmm . . . Reading between the lines . . . It would seem that the withdrawals due to adverse affects were concentrated in the Targretin + medium strength steroid arm, which is good. Though the steroids obviously do help if you can handle them, as that arm had the best PSA scores by a noticeable amount (with the caveat that this is a small study). The huge difference in efficacy versus hydrocortisone is significant, since that's an OTC drug that is used by patients somewhat as dermatological panacea, IMO. The hand dermatitis indication is a subset of the atopic dermatitis market, so the chunk LGND will be competing in will be smaller. Though if 1.9 billion patients suffer from it, I guess they don't expect to penetrate the whole population. Much depends on the label. Whatever, we'll take what we can get, but I wouldn't expect a significant affect from this news. A baby step. And I have no idea what's in development for this indication from competitors. Cheers, Tuck