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

To: Bill Turk who wrote (13211)	1/11/1998 12:44:00 AM
From: Gottfried	Respond to of 32384

Bill, >This report certainly affirms Henry's views.< I'm still waiting for the market to confirm Henry's views. Well, Henry, at least I'm still waiting.<g> GM

To: Bill Turk who wrote (13211)	1/11/1998 12:56:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Bill, Thanks for the headsup. I just went to bearstearns.com registered and asked for Ligand documents in the past 30 days. I got 5 hits: Doc ID Document Title Pub. Date Request 93801 Focus List 1998-01-08 93732 Ligand Pharmaceuticals 1998-01-06 93474 Buy List 1998-01-05 93313 Focus List 1998-01-02 92153 Vantage Point: Biotechnology-Product Launches Could Create Buying Opportunities 1997-12-15 Looks like Bear Stearns has been hot and heavy on LGND. I ordered all five, but don't know how long it will take. I assume that the earnings in 2003 will be primarily retinoids for cancer? Do they show any income from diabetes by 2003? I would assume that many of the products in the pipeline would just be getting to market in 2003.

To: Bill Turk who wrote (13211)	1/11/1998 3:24:00 AM
From: Andrew H	Read Replies (1) \| Respond to of 32384

>>This report certainly affirms Henry's views.<< It affirms his views, but not his price projections (:>) 62 at the end of 2002 is toooo low. Any more info you or anyone could give us about the report would be sincerely appreciated.

To: Bill Turk who wrote (13211)	1/11/1998 7:28:00 PM
From: John O'Neill	Read Replies (1) \| Respond to of 32384

Bill..when you say Bear Stearns issued rpt on 1/6, does that mean issued to the general public on 1/6 ? Or was this like a Barron's/Zacks anouncement which was publized after being issued to clients on 1/6?

To: Bill Turk who wrote (13211)	6/4/1998 9:58:00 AM
From: Henry Niman	Respond to of 32384

Yesterday Bear Stearns issued a spot report on ONTAK. They noted that the FDA panel vote on safety and efficacy was unanimous, the result makes the SRGN acquisition likely, and they noted that LGND will likely have three compounds ONTAK, Targretin oral, Targretin topical, to treat CTCL. They maintain their BUY rating (highest) as well as a $25 price projection by the end of this year. They also note that ONTAK is in a Phase 2b trial for non-Hodgkin's Lymphoma (a much bigger market - look at what it did to IDPH's price).