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

To: Henry Niman who wrote (14026)	2/1/1998 6:48:00 AM
From: Henry Niman	Respond to of 32384

Actually, It looks like tomorrow's Barron's has three articles: Headline Date There Are Some Things You Just Can't Bank On Any More Feb. 2 Takeover Titillation Feb. 2 Clinton's Apparent Recovery Buoys the Stock Market Feb. 2 suggesting talks between AHP and PNU. In "Takeover Titillation", the unusually high activity on PNU's March 40 calls is cited. Speculation on PNU is also cited in the "Can't Bank On" article, and specifics are given in the Clinton article (AHP has a history of buying medium sized companies, i.e. American Cyanimid, and Fred Hassan was #3 at AHP and now heads PNU. He could be the new CEO or heir-apparent to Stafford. Of course the AHP executive (Nigro-Vilar) who ran AHP's Premarin program (their #1 product), is CSO of LGND and extremely interested in SERMs (LGND has programs with AHP (osteoporosis), PFE (osteoporosis), LLY (cancer), and plans on a major move into Alzheimer's.

To: Henry Niman who wrote (14026)	2/1/1998 8:46:00 AM
From: CYBERKEN	Read Replies (5) \| Respond to of 32384

Thanks for the analysis.