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

To: james who wrote (12024)	12/3/1997 4:46:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

james, LGND has three named Rexinoids. All have many applications because they form heteroduplexes with many other receptors. An RXR/PPARgamma heterduplex targets genes involved with insulin resistance. An RXR/PPARalpha heteroduplex targets genes involved with energy metabolism. I think that LLY is looking at what RXRs will do for anti-estrogens such as Raloxifene (Evista). If they do something for Raloxifene, they will probably also do something for the anti-estrogens targeted under the PFE osteoporosis alliance (Droloxifene and CP366,156) as well as the TSE begin developed (and also slated for entering the clinic in 1Q'98) under the AHP alliance. As far as I know, all three rexinoids target all three RXRs. However, LGD1268 has a higher affinity and specificity for the RXRs and if the other rexinoid is another name for LG100754, then its binding to RXRs allows for active heterduplex formation in the absence of the ligand activating the partnered receptor. The rexinoids, including LGD1268, that are targeting metabolic diseases such as diabetes, obesity, or cardiovascular problems, will be developed by LLY (LGND has already done its share in those areas - now they sit back and collected milestone and royalty payments). In other areas however (cancer and skin diseases) LGND is developing the compounds on their own (including clinical and marketing). The SRGN compound is in advanced trials for CTCL which is a small market. However, it is in a less advanced (but I think its still Phase III) trial for psoriasis, which is a much larger market. I'm not sure of which GLX withdrawl you are talking about (selling Rezulin in Europe or extending a cardiovascular alliance with LGND).