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

To: Henry Niman who wrote (13273)	1/13/1998 5:10:00 PM
From: Andrew H	Read Replies (2) \| Respond to of 32384

Thanks to Bernie and you for a great report. >>and you will be happy to hear that the results of Targretin treatment of advanced breast cancer are very encouraging << I would be very happy indeed, but even your website lists nothing for breast cancer under Targretin except the rat data. Is it in human trials for breast cancer? If so, why no announcements? I know that Berie manages to ferret out some well hidden info, so perhaps we will just have to wait for a fuller report? >>Targretin is also doing well against major cancer killers like prostate, lung, and ovarian cancer. << If this is true, I would suspect DR may be right about off label sales. Because of its low toxicity, one would think it could be given in concert with chemo and radiation or in between courses of chemo. Very pleased to hear it is effective vs. psoriasis as well. Sure would be nice to hear something from the company about these major cancers. Lung cancer and prostate along with breast cancer are the 3 biggest cancers. The 100--200MM range for the initial indications is a pretty broad range. 500MM for additional indications would make them highly profitable and I assume we are just talking cancer indications here? Of course I read that compounds like 1550 and 1268 are up to 350 times more potent than Targretin and Panretin so if Targretin is a wonder drug, these could be miracle drugs. But I sure would like to see the stock price reflect it a bit more. >>LLY is moving forward aggressively in the areas of obesity, dislipidemia, and cardiovascular indications, in addition to type II diabetes.<< Do all these involve LGND products? >>SBH extended their alliance with LGND for 2 more years. They are targetting oral compounds for EPO and GCSF.<< Sorry, what are EPO and GCSF?If the leptin deal isn't done this month, LGND expects to quickly negotiate a deal with someone else. >>They are holding firm to their position with this extremely slow pharma.<< This pharm will be on my eternal blacklist--I say they should pick a new partner--it has become a joke. >> In the agreement area, LGND also expects to announce "soon" a new partner for the GLYC compounds that were being developed by Sankyo.<< Not familiar with this--have to check it out--do you think these compounds have much potential? Any news on the LLY drug? Thanks again Henry.

To: Henry Niman who wrote (13273)	1/14/1998 11:51:00 AM
From: HB	Respond to of 32384

Thanks Henry and Bernie. I thought it especially significant that Lilly focussed on Ligand and one other company out of 10 alliances it has. Were any of the others (besides LGND) at the conference? (It would be more significant if they weren't just giving special attention to the biotechs which were attending.) Howard