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

To: Torben Noerup Nielsen who wrote (14148)	2/3/1998 5:15:00 PM
From: tonyt	Read Replies (1) \| Respond to of 32384

> Given that, it just seemed a good time to swap some LGND for LGNDW. Your stratagy makes sense. It makes so much sense that I can't understand why LGND closed up 3/16th while LGNDW was down 20%. Something is not right.

To: Torben Noerup Nielsen who wrote (14148)	2/3/1998 5:17:00 PM
From: celeryroot.com	Read Replies (1) \| Respond to of 32384

there is an ask size of 5k, so you might want to wait to pick up more I wonder if the new spell checker picks up vulgar words??

To: Torben Noerup Nielsen who wrote (14148)	2/3/1998 5:23:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Torben, Tim Tindall just did another report and it was decidedly bullish for Biotech. They mentioned the VRTX alliance with GLX and explained that the big pharmas were going to be more dependent on research, and the best research was at the Biotechs. The pharmas realized that more research was needed and it was a good investment. Gene based drug discovery was expensive (LGND's is much cheaper) and he expected the pace of alliances to accelerate. Alliances last year were 4 times larger than in 1986 and alliances allow entraprenerial spirit to remain intact. He also indicated that R&D would increase under alliances.