Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Flagrante Delictu who wrote (15322)	2/19/1998 11:29:00 AM
From: Henry Niman	Respond to of 32384

Bernie, I am trying to get more information on the complexes. However, it is clear that two different types of transcription factors are forming complexes with similar proteins and these complexes are regulating important genes. Several types of cancer seem to have defective receptors which impact these complexes. However, some of the members of these complexes can be affected by additional small molecules. It seems clear that combination therapy will be the way to go for most diseases, which involve many components in the transcription machinery. As noted in some of the abstracts that I uploaded, Ligand's basic research is at the forefront. Anytime "unexpected" or "convergence" or similar terms are used in the abstract (or a review of the paper), you can rest assured that a patent was filed. LGND's basic research is among the best (if not the best) in the world. Earlier papers involving transcription repression come from Bert O'Malley's lab at Baylor, and he is another LGND consultant on their Scientific Advisory Board (headed by Ron Evans). LGND is moving forward on many fronts, which is why more alliances are better (even though some think that LGND had to give away the store to do the deal). LGND is working on 100 receptor targets. You are just seeing the tip of the iceberg. These basic research findings will pave the way for the drugs of the future, which is why we are at the very beginning of the Biotech revolution and why LGND is so well positioned to reward patient investors. Day traders can sell at $16. I still think that LGND is very cheap at $18. We will soon see how accurate MM is on his near term call.