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

To: Arthur Radley who wrote (13475)	1/19/1998 5:40:00 PM
From: Henry Niman	Respond to of 32384

TD, Speaking of ownership, here are the top 10 for LGND as on Sept 30, 1997: Top Ten Institutional Shareholders (* denotes new position) Rank Institution Shares Held Previous Net Chng. % Chng. % Owned Last Report 1 Fidelity Management & Research Co. 1,718,365 1,790,065 -71,700 -4.0% 5.2% 09/30/97 2 State of Wisconsin Investment Board 972,800 1,152,800 -180,000 -15.6% 3.0% 09/30/97 3 Wellington Management Company, LLP 680,000 718,600 -38,600 -5.4% 2.1% 09/30/97 4 Deerfield Management 650,000 600,000 +50,000 +8.3% 2.0% 09/30/97 5 Columbia Management Company 641,100 386,100 +255,000 +66.1% 1.9% 09/30/97 6 Barclays Global Investors, N.A. 529,493 522,070 +7,423 +1.4% 1.6% 09/30/97 7 Franklin Resources, Inc. 525,000 525,000 -- -- 1.6% 09/30/97 8 Bear, Stearns Asset Management Inc. 468,320 412,186 +56,134 +13.6% 1.4% 09/30/97 9 Bankers Trust Company (Invt. Mgmt.) 463,923 388,993 +74,930 +19.3% 1.4% 09/30/97 10 T. Rowe Price Associates, Inc. 438,000 626,504 -188,504 -30.1% 1.3% 09/30/97 Top Ten Totals: 7,087,001 7,122,318 -35,317 -0.5% 21.5%

To: Arthur Radley who wrote (13475)	1/19/1998 5:41:00 PM
From: Henry Niman	Respond to of 32384

Here ar the top 10 Mutual Funds: Top Ten Mutual Funds Shareholders (* denotes new position) Rank Fund Name Shares Held Previous Net Chng. % Chng. % Owned Last Report 1 Fidelity Select Biotechnology Portfolio 911,965 907,065 +4,900 +0.5% 2.8% 08/31/97 2 T Rowe Price New Horizons Fund 447,500 417,500 +30,000 +7.2% 1.4% 06/30/97 3 Vanguard Explorer Fund 350,000 300,000 +50,000 +16.7% 1.1% 10/31/97 4 Putnam Health Sciences Trust 200,000 190,000 +10,000 +5.3% 0.6% 08/31/97 5 Fidelity OTC Portfolio 160,000 200,000 -40,000 -20.0% 0.5% 07/31/97 6 Stein Roe Variable Invt Capital Appreciation * 140,000 0 +140,000 -- 0.4% 06/30/97 7 CMC Small Cap Fund * 127,200 0 +127,200 -- 0.4% 04/30/97 8 T Rowe Price Health Sciences Fund 125,000 125,000 -- -- 0.4% 06/30/97 9 Metropolitan Series Aggressive Growth 123,700 123,700 -- -- 0.4% 06/30/97 10 Stein Roe Advisor Special Venture * 120,000 0 +120,000 -- 0.4% 09/30/97 Top Ten Totals: 2,705,365 2,263,265 +442,100 +19.5% 8.2%

To: Arthur Radley who wrote (13475)	1/19/1998 6:06:00 PM
From: Henry Niman	Respond to of 32384

TD, I have linked LGND's Top Ten Institutions and Top Ten Mutual Funds to the "Financials" section of Links to Ligand at: home.att.net

To: Arthur Radley who wrote (13475)	1/19/1998 6:47:00 PM
From: tonyt	Read Replies (1) \| Respond to of 32384

> Considering that LGND is under the price that Henry listed at the original post, > could it be possible that we have weighted down the LGND stock with so much > verbage(Me included)?(:>) I would be very suprised if this thread had any effect on the stock price. In regard to the 13k posts, the high volume of this thread might actually keep folks from reading it as one would have to spend a lot of time just to keep current -- its easier to follow the press releases on yahoo. As far as comparisons to other threads (and many stocks have multiple threads), it might be more interesting to quantify how many regulars participate (i.e., how many different folks contributed to the MSFT thread last week as compared to the LGND thread). Also, there is no way to quantify the 'lurkers' --Tony

To: Arthur Radley who wrote (13475)	1/19/1998 7:14:00 PM
From: Machaon	Read Replies (1) \| Respond to of 32384

<< Since Henry started the thread over a year ago there have been over 13,000 posts ... Considering that LGND is under the price that Henry listed at the original post ... >> Texas, I think that you have come upon something that has escaped the rest of us. Now I know what Henry is up to! He is going to have all 13,000 posts bound into a paperback novel and try to get "Ligand Breakout" on the best sellers list! What a mystery story. What drama! Over a year of LGND stockholders eating peanut butter, waiting for the breakout! I can picture myself, sitting on the throne, reading thru all 13,000 notes. After reading the first 1000 notes one's heart would start to pound faster. Sweat would form from the top of your brow and drip down onto the pages, giving the image of one's life's blood, shed in anticipation of an "up day". But, as with all good mystery novels, there may be a surprise ending! What will the last chapter show? I can only guess that the last note in the book will be one by TexasDude, starting as follows: Since Henry started the thread over 10 years ago there have been over 130,000 posts to the thread ... Regards, Bob