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

To: Icebrg who wrote (31274)	2/25/2003 5:34:17 PM
From: Biomaven	Respond to of 32384

Thanks, Erik. I suppose there's a chance they weren't actively trying to stuff and didn't actually realize it was happening until later. Until BMY got slapped so badly, I don't think most companies were focused on this issue. KOSP was one of the few biotech companies that was ahead of the game on this issue - they deferred revenue every time they thought the channel was getting stuffed. For their pains they were attacked by shorters as trying to disguise or manage their sales growth. Peter

To: Icebrg who wrote (31274)	3/27/2003 4:38:25 PM
From: Icebrg	Read Replies (1) \| Respond to of 32384

Ligand has seen some recent insider buying. 2002-03-27 PECK, CARL C, Director 5,000 Purchase at $ 6.10 per share 2003-03-17 GROVES, ERIC S. Vice President 2,000 Purchase at $5.71 per share. 2003-03-14 KOZARICH, JOHN W. Director 5,000 Purchase at $5.45 - $5.55 per share. 2003-03-11 ROBINSON, DAVID E. Chairman 50,000 Purchase at $4.66 - $4.75 per share.

To: Icebrg who wrote (31274)	4/24/2003 1:00:22 PM
From: Icebrg	Read Replies (1) \| Respond to of 32384

Ligand sales per quarter and 1-year quarterly averages. Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2001 2001 2001 2001 2002 2002 2002 2002 2003 Ontak 8,6 5,0 6,5 8,0 8,6 4,9 5,7 7,4 7,1 Targretin 3,8 3,3 3,2 5,7 3,8 1,2 3,5 3,6 3,6 Gels 1,3 1,6 1,7 1,9 1,3 0,2 1,2 0,8 1,5 Avinza 4,1 6,1 2,0 6,6 Sum 13,7 9,9 11,4 15,6 13,7 10,4 16,5 13,8 18,8 Q4 Q1 Q2 Q3 Q4 Q1 2001 2002 2002 2002 2002 2003 Average/4 qrt Ontak 7,0 7,0 7,0 6,8 6,7 6,3 Targretin 4,0 4,0 3,5 3,6 3,0 3,0 Gels 1,6 1,6 1,3 1,2 0,9 0,9 Avinza 1,0 2,6 3,1 4,7 Sum 12,7 12,7 12,8 14,1 13,6 14,9 Sales figures on a quarterly basis show a lot of variation. Most probably due to changes in stocking levels at the distributors. The strong figure for Avinza in Q1 2003 may very well be explained by preparation for Organon's involvement. There are still no real signs that sales of the oncology products are picking up. Especially Targretin in disappointing. I would have thought that there should be signs of an increase in use for NSCLC. Erik