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

To: james who wrote (10156)	10/25/1997 11:54:00 PM
From: Henry Niman	Read Replies (2) \| Respond to of 32384

james, Rezulin activates PPAR gamma and its being hailed as a wonder drug (for humans). Patienst who post on the diabetes listserv are impressed and sales a projected to be in the $1-3 Billion range. Its only a first generation TZD. Takeda and SBH have compounds in advanced clinicals that are active at 1/10 the concentration. Targretin's data on diabetes isn't known to the public, but LLY saw the data before they signed the diabetes deal worth hundreds of millions. Moreover, the rexinoid and TZD synergize in mice, just as they do in vitro, and there is little reason to suspect that they won't do the same in humans. All potent drugs have side effects, but combinations increase specificity and LLY will enter LGND's 2nd generation compunds into the clinic in 1998 (and Targretin will probably be available off label in 1999).