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

To: Henry Niman who wrote (15042)	2/13/1998 10:23:00 PM
From: Vector1	Read Replies (2) \| Respond to of 32384

Henry, could you please explain <<Unlike like xenografts (human clones put into nude, immunodefective, mice, the NMU tumors were heterogeneous and arose over time>> Isn't Xenograft the standard approach. How were the mice developed. There was an interesting article we talked about a while back in the special issue of Science. The discussion centered around the isssue that many promising cancer drugs in Xenografted tumors in Mice do not perform in humans. The primary reason is two fold. Toxicity and the fact that Xenografted tumors are not metastatic. I have not read the article but it appears that niether of these are issues in the Ligand preclinicals for Breast Cancer as Targretin has shown to be safe in hundreds of patients and the rat model used have metastatic a tumors. V1

To: Henry Niman who wrote (15042)	2/13/1998 10:54:00 PM
From: Vector1	Read Replies (5) \| Respond to of 32384

Robby Stephens issued a very strong positive report on Ligand. They were cautiously positive about the Breast Cancer preclinicals and effusive about the company's dominance in signal transcuction and about the strength of the company's management. I have copied a small portion of the report which lays out the likely newsworthy events for LGND for the year. The sheer length of the list is impressive. If LGND can hit the vast majority of these targets we will see the price break 20. ------- UPCOMING EVENTS: Upcoming events for Ligand include: (1) FDA filing of topical Panretin for KS expected in Q1:98; (2) initiate Phase II clinical trials of Targretin to treat breast cancer in 2H:98; (3) file NDA for Targretin in CTCL in 1998; (4) file NDA for oral Panretin to treat KS in 1999; (5) select oncology product from Eli Lilly as part of metabolic disease collaboration; (6) interim results from Phase II clinical trials of oral Targretin to treat ovarian and prostate expected in early 1998; (7) results from Phase II/II clinical trial of oral Targretin to treat CTCL in 1H:98; (8) results from Phase II studies of oral Targretin for renal cell carcinoma, ovarian cancer, and prostate cancer expected in early 1998; (9) results of Phase III clinical trial of oral Panretin to treat APL expected in 1H:99; (10) Ligand/AHP expected to file an IND in the estrogen/progesterone area in 1998; (11) Ligand/Pfizer expected to file droloxifene to treat breast cancer in 1998; (12) Ligand/Glaxo expected to select a novel cholesterol clinical candidate in 1H:98; (13) Ligand/SmithKline expected to select a hemotopoietic factor clinical candidate in 1998.