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

To: Henry Niman who wrote (12920)	1/1/1998 10:24:00 AM
From: Arthur Radley	Read Replies (2) \| Respond to of 32384

Apparently there are two parts to the equation of investing in biotechs. Those being potential of profits and actual profits. With LGND they have don't an excellent job of getting the potential in place in 1997(LLY deal and Phase III with Panretin,etc.)Now they are moving on the profit issue and it is looking good in this area for 1998. It certainly would be a positive if they could avoid another placement before the "real" revenues start flowing in to the coffers. There was an interesting segment on the Today show this morning. Interview with a Dr. Ruland(sp) from Yale in which he was making projections for the future of medical care/biotechs. He indicated there were no major projects in the near future that would impact AIDS treatment. At first I thought what about Panretin but then realized that he was speaking of the overall disease and not just KS. Actually what I intrepet this to mean is a positive for KS treatment from Panretin as more patients will be entering this phase of the AIDS condition. Dr. Ruland did have some interesting comments about the work being done with limiting the blood supply to tumors. He indicated some positive work is being done in this area. He didn't mention ENMD by name but I wonder if this was what he was basing his comments on.