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

To: N who wrote (13932)	1/30/1998 10:40:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Nancy, I don't have milestones on teh site yet (other tahn links to analyst reports and comments at home.att.net The site has kept me busy (over 10,000 hits in a week), so I haven't had a chance to update. I also need to call IR to get the latest. A few upcoming milestones include AHP's IND filing for TSE424 this quarter, decision on LLY option next month, Phase II clinicals this quarter, NDA (topical Panretin for KS) filing this quarter, completion of oral and topical Targretin Phase III for CTCL 3Q, 2 or 3 NDAs for CTCL this year, ABT IND filing for GR modulator, GLX IND this year for LDL modulator, AGN IND filing for anti-retinoid and rexinoid this year, LLY launch of US diabetes trials 2Q or 3Q, LLY IND filing for 2nd generation rexinoid, LGD1550 advancing to Phase II trials, and much more which I'll update when I talk to IR.

To: N who wrote (13932)	2/3/1998 9:55:00 AM
From: Henry Niman	Respond to of 32384

Nancy, I'm still trying to get details on a time line for this year. I did talk to IR yesterday, and they expect 2Q to be very busy as far as clinical results are concerned (for Panretin and Targretin). The Panretin NDA is on track for this year and clinical data will be present at a conference on April 8 as well as ASCO in May and the AIDS International conference in June. SA indicated that the data will make believers out of the street as far as LGND profitability is concerned and she expect more analysts to come out with earnings figures in agreement with Bear Stearns' projections (including a profit next year).