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


To: Andreas Helke who wrote (15480)2/20/1998 11:42:00 AM
From: Alper H.YUKSEL  Respond to of 32384
 
<< Entremed could be a good addition to a Ligand heavy biotech portfolio. If Entremeds anti angiogenesis cancer therapy really works that could be a major blow to Ligands and every one else cancer programs. Of course they are still in early stage preclinical research which allows Entremeds share price to fluctuate wildly. >>

Now, that's the kind of company I'd like to see compared with LGND and not DELL, which is a company with billions of dollars of sales and which assembles PC's for a living.

I'd like to think that cancer is too big a market for a single company to dominate and there's probably room for many companies and a multitude of approaches. Furthermore, if the company's still in early preclinicals, LGND should be way ahead of them. However, this is probably the sort of company, that can beat LGND in its own game, i.e. one that has its own technology.

Now I'm really out of my depth and would like to hear other people's views on the above.

Alper