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


To: Vector1 who wrote (13290)1/14/1998 7:17:00 AM
From: Henry Niman  Respond to of 32384
 
V1, Thanks for the update. I have updated Ligand Links
home.att.net
to include links to reports by attendees (medsunman, Bernie, V1).
I have updated the BancAmerica Robertson Stephens sector of analyst reports
home.att.net
to include the press release on initiation of coverage. At the time (Nov, 1996) Hurwitz predicted that annual retinoid sales would reach $500 million. These numbers are consistant with DR's talk yesterday, where he predicted annual sales of $500 million for cancer indications (as long as expanded results were consistant with interim results). I have also included links to some discussion of the 10 year projections, including an EPS of $14.55 in 2006 (which I still think is conservative).



To: Vector1 who wrote (13290)1/14/1998 3:32:00 PM
From: Andrew H  Read Replies (3) | Respond to of 32384
 
>>The company also expressed a high level of confidence that they would achieve significant royalties from the PFE deals. <<

Thanks, V1, at some point LGND will have royalties flowing in from a lot of sources.

>>On the negative side it is becomming clear that Neither Targretin nor panretin will be a major player in solid tumors. <<

How does this square with the information that Targretin is showing activity in lung, breast and prostate cancer?