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

To: Pseudo Biologist who wrote (16656)	3/6/1998 9:15:00 PM
From: Henry Niman	Respond to of 32384

The merger mania is really too difficult to predict. I think that LGND's programs will receive significant support from existing and future partners. The drive for blockbusters is clearly there. Big pharmas may be more able to focus resources into R&D if they merge, but LGND will be a major beneficiary, no matter who merges with whom, simply because their targeted drug discovery approach is well positioned. Analysts are still debating the import of products and platforms. However, that debate is moot in LGND's case because they have both. The winner of merger mania will be R&D. However it will not be all (or even mostly) concentrated on genomics or combinatorial chemistry.