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

To: fred hayes who wrote (31545)	3/29/2005 2:28:53 PM
From: david nordic	Read Replies (1) \| Respond to of 32384

3% lasofoxifene and market size is 5.7B PFE should get about 1-2B / lgnd about 30-50M per year. The problem is that lasofoxifene is a SERM. Its not a slam dunk NDA. 3Q05. Fosamax sold $3.2 billion worldwide in 2004 while Actonel raked in about $1.5 billion.. Other companies, including Novartis AG and Amgen Inc., are working on even longer-lasting products that would be given once or twice a year. LONG-LASTING TREATMENT Mike Ward, a pharmaceuticals analyst at Code Securities, says the trend is clearly toward less frequent dosing, with Fosamax and Actonel having replaced previous daily treatments. "There are difficulties taking these tablets and the weeklies have taken well over 90 percent of the market because of the benefits they offer," he said. It looks like Lgnd made out on royalty.