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

To: Flagrante Delictu who wrote (13762)	1/26/1998 2:20:00 AM
From: Andrew H	Respond to of 32384

YESSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSS The BRONCOS ARE THE NEW WORLD CHAMPIONS!!! Great game, Terrell Davis was tops, event tho Green Bay pass defense effectively shut down Elway's passing game. but they found a way to win and that's what counts. Thanks for the BS info. LGND does have a truly awesome pipeline. While there will be successes and failures, ultimate success is just a matter of time. Panretin and Targretin are shoo ins for their leading indications. We just have to wait and see what other indications they will get and what sort of off label usage will result. I was a bit concerned with the BS estimate for 1.76/share in 2002. That only gives them 3 years to make the RS estimate of 14.55 in 2005, which Hnery thinks is conservative. (:>)

To: Flagrante Delictu who wrote (13762)	1/26/1998 8:11:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Bernie, Thanks for the update. The potential for LGND to create separate spin offs for each program has been obvious for some time now. Did the Lehman report hint that such spin offs were in the works? Overall, things seem to be heading in the opposite direction. This morning it looks like Compaq is acquiring DEC and Northwest is aquiring a piece of Continental, with Delta also expressing an interest, which I think increases the odds on an AHP/SBH merger, which could/should be announced this week.

To: Flagrante Delictu who wrote (13762)	1/26/1998 8:19:00 AM
From: Henry Niman	Respond to of 32384

Bernie, LGND's alliance partners should be able to take products to market fairly quickly. Last week the top 10 pharacuetical sales forces were listed and LGND has alliances with 6 of the 10 (including 4 of the top 5): Pfizer Labs Remains Top Sales Force with Doctors NEWTOWN, Pa.--(BW HealthWire)--Jan. 22, 1998-- Pharmaceutical Sales Forces Most Valued by Physicians 1. Pfizer Labs 2. SmithKline Beecham 3. Wyeth-Ayerst 4. Merck 5. Glaxo 6. Bristol-Myers Squibb 7. SmithKline & French 8. Parke-Davis 9. Eli Lilly 10. Schering Source: Scott-Levin, Sales Force Structures & Strategies 1997-98 For the third straight year, the Pfizer Labs sales force was rated first collectively by U.S. physicians in nine key specialty groups: general/family practitioners, internal medicine specialists, cardiologists, obstetricians/gynecologists, pediatricians, general surgeons, orthopedic surgeons, gastroenterologists and psychiatrists. Pfizer Labs also finished No. 1 among general practitioners for the third consecutive year. A major new product launch and a high-profile co-promotional arrangement helped Pfizer maintain its top position among the nine core specialty groups. In 1997, the company introduced the Alzheimer's disease therapy Aricept and began co-promoting Lipitor, Parke-Davis' powerful new cholesterol reducer. To help support these new launches, Pfizer added the 650-rep Powers field force to its already formidable sales organization. New indications for the antidepressant Zoloft also boosted Pfizer's reputation in 1997. The brand was approved to treat panic disorder in adults and obsessive-compulsive disorder in children as young as 6. Zoloft previously was cleared to treat OCD in adults. These rankings come from Sales Force Structures & Strategies 1997-98, the 10th edition of the longest-running study of pharmaceutical sales forces, performed annually by the health care consulting firm Scott-Levin. Twenty-eight physician specialty groups were surveyed for this year's study. Other leaders among sales forces were Merck, rated first by internal medicine specialists, cardiologists, rheumatologists and infectious disease specialists; Wyeth-Ayerst, tops with OB/GYNs, orthopedic surgeons and physical medicine and rehabilitation specialists; SmithKline Beecham, No. 1 among general surgeons and neurosurgeons; Schering, first with allergists and otorhinolaryngologists; Astra Merck, the favorite among gastroenterologists; Lilly, ranked first by psychiatrists; and Ross, tops with pediatricians For more information on the study, contact Art McKee at 215/860-0440; fax: 215/860-5477; e-mail: art@scottlevin.com. CONTACT: Scott-Levin, Newtown Art McKee, 215/860-0440 scottlevin.com