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

To: Henry Niman who wrote (14563)	2/11/1998 2:07:00 AM
From: John Zwiener	Read Replies (2) \| Respond to of 32384

Henry, Very decent results, no doubt about it. The oral form is effective. Very significant. Strong reinforcement of my impression (formed through your excellent hypnotic powers) that there is something good happening with ligand. Eventually, the street will catch up, but until then, I continue to accumulate. Now my 3rd or 4th favorate biotech (others are IGEN, SEPR, and CYTC,,as you know, these have been behaving very well,,,I think Ligand is getting close to the time it will start to be valued closer to what it's worth,,at least 30). The dropping of one PML study will not hurt these people since oncologists will still have a study to rely on, and approval will probably be faster through the kaposi's avenue. Your statements about off label use are accurate and if good studies indicate activity against other tumors, oncologists can and do use these drugs for nonapproved indications. This will be much easier with a relatively low toxic drug. The intriging thing to me is,,,will this work in carcinomas? (We know it works in lymphocytic tumors and a sarcoma--though there is some question as to whether kaposi's really is a true malignancy in the sense that I understand it). Do you have some indication (besides the skydiver) that these work for these tumors? Have some docs indicated that some of their breast or prostate patients are responding? Thanks for explaining this complicated company over this prolonged period of time. Eventually, it will be considered a "find"!! IMHO of course. Later alligator.

To: Henry Niman who wrote (14563)	2/11/1998 2:54:00 AM
From: Russian Bear	Read Replies (5) \| Respond to of 32384

Henry, great news! I just got back home from seeing a play (and the two hour drive back home,) and... imagine my pleasant surprise! Now, please correct me if I am mistaken, but I assume that late-stage KS is, essentially, a terminal process, without any spontaneous remission. This would make the 37% and 38% response rates highly statistically significant, would it not? I am inclined to assume that the associated "p" values are infinitesimal, although the press release does not mention them. Tomorrow could be a very nice day! ;-) The financials appear to have started the appreciation process, a couple of days ago... now, these clinicals... and the NDA within the next seven weeks... it's beginning to look pretty good, isn't it? RB