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

To: Abuckatatime who wrote (10108)	10/24/1997 9:53:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Greg, A few years ago LGND signed a 10 year Canadian rights deal with QLTIF to sell PHOTOFRIN for ANY indication. At the time it was approved for superficial bladder cancer. A year or so ago it was approved for esophgeal cancer. I believe it is alreadsy approved for lung cancer in Europe (France?) and its pending for that indication inthe US and Canada. LGND really did the deal to set the stage for Canadian clinical trials as well as a rapid launch of retinoids. It is my understaning that they have already begun sceening Cnadians for a type II diabetes trial with oral Targretin.

To: Abuckatatime who wrote (10108)	10/27/1997 8:57:00 AM
From: Henry Niman	Respond to of 32384

Greg, Here's another article (also by Jesse Eisinger) in thstreet.com that mentions QLTIF: archive.thestreet.com

To: Abuckatatime who wrote (10108)	10/27/1997 9:00:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Here's the PDT story in thestreet.com: archive.thestreet.com

To: Abuckatatime who wrote (10108)	10/27/1997 9:10:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Today's thestreet.com has an article on SEQU (also by Jesse Eisinger). They were up on Friday on a down day because of earnings. Their liposome encapsulated drug for KS showed increased sales in spite of a shrinking KS population, because of MDs willingness to use it off-label for other cancer indications. A similar situation should arise for Targretin and Panretin. As long as there is some clinical data (and LGND should have Phase II data for a variety of indications for both compounds by the time they are approved for KS or CTCL), MDs are prescribing.