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

To: Peter Singleton who wrote (14012)	1/31/1998 4:11:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Peter, Press releases that talk about percentages and fail to give the number of patients involved should raise some eyebrows. I read the press release twice and still didn't come up with an "n", which makes it hard to know how signifciant 100% is. I also could not determine what percentage the 1 patient will a durable response represents. Although it's a phase II study, it sounds like it is "preliminary" data.

To: Peter Singleton who wrote (14012)	1/31/1998 7:13:00 PM
From: Cacaito	Read Replies (2) \| Respond to of 32384

Aronex's Atragen is a lipid based intravenous formulation. It is designed to decrease side effects of oral transretinoic acid (the oral non lipid version is already approved by FDA). Panretin is a new generation drug, oral and with minimal side effects. It should be less expensive, and less cumbersome than Atragen. Especially in Kaposi's (both drugs aim to this market too), Panretin gel form is even of greater advantage. Not only there is a decrease on side effects, but also a very important decrease in drug interactions, since this patients are in multidrug regimen. Panretin is much more advanced in development, Ligand is a better financed company. Aronex only interesting product is Zintevir (integrase inhibitor)for HIV, recently they got some money from the NIH to start a phase I study. Even if succesful, at least two to four years more for development. They have a website: www.aronex.com