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

To: Sleepman who wrote (14536)	2/10/1998 7:13:00 PM
From: Arthur Radley	Respond to of 32384

Excellent news! Will be interesting to see the reaction tomorrow. I might make some money on my Feb 12.50 calls after all.

To: Sleepman who wrote (14536)	2/10/1998 7:13:00 PM
From: Andreas Helke	Read Replies (3) \| Respond to of 32384

My first idea would be that the hyperlipidemia was caused by one of the other medicaments that the patient was taking. A protease inhibitor would make a good suspect. But I don't really know what is going on here and how you find out which side effect is caused by which medication. Andreas

To: Sleepman who wrote (14536)	2/10/1998 8:23:00 PM
From: tonyt	Read Replies (2) \| Respond to of 32384

> But what is the deal with the hyperlipidemia? > Is this also a problem with targretin? Somehow I feel that "this will be viwed as positive news" for Ligand.

To: Sleepman who wrote (14536)	2/10/1998 10:31:00 PM
From: Henry Niman	Respond to of 32384

The results were definitely better than I expected. Although Panretin topical always had reasonably good results, the Panretin oral was fairly weak. I was surprised to see numbers approaching 40% for the whole population, and greater than 50% for the predefined target group (and I suspect that the per cent responders will increase even more as patients are treated for a longer time period - the two studies were designed for 16 weeks). The results really open up the applications for Panretin. The postive results for APL were expected, because the vast majority of those patients have a translocation that affects the RAR. However,, positive results with Panretin oral on KS really opens up the potential use of a pill a day treatment for many cancers, which should really open up some eyes. I'm not sure what the street will do, but a 1 or 2 point at the open is what should happen. I expect LGND to keep beating the naysayers over the head with positive clinicals (details of today's press release will come out at a conference in April as well as the International AIDS conference in June and maybe the ASCO meeting in May. Moreover, LGND has promised data on prostate and ovarian cancer. The price is poised to move big time, but the street is incedibly slow on the pickup, so it may be tomorrow and it may take a few more steller clinicals, but at this point it seems to be just a matter of time, and it shouldn't take long.