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


To: Henry Niman who wrote (11533)11/20/1997 1:57:00 PM
From: Proton  Read Replies (1) | Respond to of 32384
 
Re: AMLN, NVO, LGND

They are selling more AMLN because even more competition

First, thanks for the article, it is a nice supplement to a particular poster's links on the subject from earlier today. :-)

Second, doesn't a Type II diabetes therapy provide competition to LGND, as well? Is your statement about relative competition based on LGND's overall pipeline?

My layman's understanding is this: after a quite severe drought in new therapies, several diabetes treatments have come to the approval window for 1997-1998. What will distinguish LGND's offering, especially if effective agents hit the market sooner? What will get investor's attention? Besides revenues, of course...