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

To: Machaon who wrote (15155)	2/17/1998 6:45:00 AM
From: Henry Niman	Respond to of 32384

Bob, I wouldn't count out all of the countries that you mentioned. Some come in as an IP number, and I don't think that the software converts those numbers, and some come in via the ISP, which may cross country lines. It's fairly safe to say that internet surfers throughout the world love Links to Ligand.

To: Machaon who wrote (15155)	2/17/1998 6:57:00 AM
From: Henry Niman	Respond to of 32384

Bob, Blockbuster cancer drugs are few and far between. LGND is the only company with a rexinoid in the clinic, although I would expect AGN to enter compounds soon, but probably more in the metabolic disease category than cancer. Joe Kernan gave BBIOY a big plug a couple of years ago for it's MMPI, Maristat a few years ago. Their compound is in advanced clinicals, but it's not clear how successful it will be in advanced cancer trials. They have had a few setbacks in other areas, and I'm not sure if those programs are also MMPI based. AGPH also suffered a recent setback in the area when Roche dropped the collaboration. However, if Maristat is successful against one tumor type, it will probably work against several advanced cancers (but such an approach could complement rather that compete with LGND's programs). Various signal transduction companies also target cancer as do anti-sense. Success in one area can be translated into a general approach, but it's not clear to me how successful these approaches will be in the clinic. At H&Q, LGND stood out in a couple of areas (the first successful targeted drug design company as well as one of the few Biotechs that were well position in the product and platform area). They held these unique positions in part due to the success they have had, and in part because of the lack of success by the competition.