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

To: Andrew H who wrote (10526)	10/31/1997 6:15:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Andy, Rumor has it that there will be 3 articles (and they should be nice ones)

To: Andrew H who wrote (10526)	10/31/1997 7:38:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Andy, The articles I am expecting will probably not have P2 data. They are for the general public and will focus on the science and investment areas for a large national and international audience. I wouldn't be surprised if there was some discussion of type II diabetes, its epidemic nature, and new molecular treatments with Rexinoids, like Targretin and TZDs like Rezulin. I wouldn't be surprised if the science articles focused on the molecular aspects as well as the implications of attacking the underlying cause of the disease. On the financial side, I suspect that there would some discussion of the LLY deal and possibly LGND's "richest and deepest" pipeline (and maybe pharmas looking to Biotechs to fill the void created by blockbusters going off patent).