Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Elan Corporation, plc (ELN) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (3556)	11/13/2002 11:18:09 PM
From: rkrw	Read Replies (1) \| Respond to of 10345

I read King's report. They made a great point that avinza is being woefully mismarketed by Ligand ($1.2M in actual sales, rest is channel fill!). And they have no confidence in Ligand's ability to market. My comment, Ligand is repeating the exact mistakes that Anesta (actiq) made, focusing on cancer specialists instead of pain specialists. The good news imo, is this is easily remedied if it ever occurs to them. I agree with you, this deal isn't as bad as analysts and the street are making out to be. Is it possible Ligand purposely kept the marketing of Avinza slow to keep the price down? Naahhh.