Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Vector1 who wrote (13323)	1/15/1998 1:49:00 AM
From: Henry Niman	Respond to of 32384

V1, I agree with you about the toxicity issue. I'm not sure what the number is (and I'm sure that it varies by tumor type), but a high percentage of cancer patients who advance to chemotherapy end up dying due to some infection that took hold because the chemo knocked out their immune system.

To: Vector1 who wrote (13323)	1/15/1998 1:53:00 AM
From: Andrew H	Read Replies (1) \| Respond to of 32384

>>Just got back to SoCal a little while ago where it is NOT raining. So what if we don't have much culture. At least we are not wet.<< I'm with you on that one!! Thanks V1 for the excellent and in depth explanation to my question--I hope Henry will mark it on his website. One would think that with lung cancer, especially, stabilization would be significant, since it is particularly deadly. >>The other interesting thing about Retiniods that I do not believe is well understood or appreciated by the street is their lack of toxicity<< This is one of the things I really appreciate. It bad enough to have cancer but then to have to take a drug that makes you feel like you want to die must be even worse. Glad to hear you are as bullish as ever about the company. Any info about the diabetes trials? Thanks again.

To: Vector1 who wrote (13323)	1/15/1998 7:29:00 AM
From: Andreas Helke	Read Replies (1) \| Respond to of 32384

I wonder if we are in the middle of that famous dip or if we should wait for a further dip from todays depressed prices. I would consider the current Ligand prices a buying opportunity if I did not already have more shares than my long term target position. Currently 1/3 of my portfolio consists of Ligand stock and warrants. This is probably too much for a single biotech company. But I have the impression that except for the expected price volatility Ligand is a pretty save long term investment. That Ligand stock has a tendency to be undervalued shurely helps to reduce the risk of the investment. I would not mind buying some more shares or warrants for a short or medium term trade. I only fear that I wont get rid of those new shares again. My portfolio has proved to be pretty sticky to Amati and Ligand shares. Shares of those two companies that got into my portfolio have had a very difficult time to get out again. Texas Instruments has decided to relieve me of my Amati shares with a cash buyout. Therefore I have substantial buying power again and my margin use is reduced to save levels. I have tried to get Ligand warrants for about $6.50 in the last two days but I did not find a partner. My buy offer simply represented the bid at the end of tuesdays and begin of wendsdays trading. Andreas