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: Henry Niman who wrote (13628)	1/23/1998 12:57:00 AM
From: Andrew H	Read Replies (1) \| Respond to of 32384

Actually the cancelling of the the breast cancer indication and the acceleration of the osteo indication may be a plus for LGND, as you say, because of the 200% royalty increase. The milestone payments should remain more or less intact, altho the timing may be a bit different since they will follow osteo rather than breast cancer trials. Furthermore, they will have a lot of additional safety info. Also the osteo market is much greater than the breast cancer market. In any case, the entire droloxifene project is a very tiny part of LGND's overall program. That's one of the big benefits of having such an extensive pipeline.