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

To: Andrew H who wrote (11188)	11/15/1997 6:21:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Andy, The most interesting thing about the otehr threads is the fact that I don't say anything negative about the company. For AMLN, I just predicted the street's response and the prediction was correct. For AGPH, I just asked about the resistance profile. I get accused of slanting the news because I uploaded an entire article, without comment other than to say, "Here's another version." Viracept has done an excellent job and it has captured a very significant market share. However, the virus is very hard to eliminate, which is what I have been saying for years, and resistant strains could cause a major problem in the future, especially as patients feel better and think that they are "cured". I think that the new timetable will now definitely hurt AMLN, for several reason.

To: Andrew H who wrote (11188)	11/15/1997 6:26:00 PM
From: Henry Niman	Read Replies (2) \| Respond to of 32384

As far as posters without a clue about the science is concern, it was really evident on the CHTL thread. They had little info on hormones, analogs, or receptors, even though that was the basis of the company's sole product (they also had no clue about a negative control either - there was a good chancce that the cream base was just as effective as the very expensive product). They also knew little about Biotechs, and it was very obvious from their posts. They would just talk about risks and no income, even on recs that gave LGND the highest rating.