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

To: WTDEC who wrote (16893)	3/9/1998 11:35:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Walter, I understand the problem all too well. I also respond to comments which I consider very misleading, but such responses only leads to more of the same. Yes, as I expected, word is getting out on LGND. The new STATs page at home.att.net has been fairly active (I just added a link to the broad STATs Darnell patent), and the vast majority of the hits today have been from the big boys. It will take awhile for the implications to really sink in, but I think that progress is being made. Maybe even some of those INTC, MOT, and CRQ sellers will eventually figure things out :-). It's pretty cloudy here in Pittsburgh, but it looks like the sky is still up there.

To: WTDEC who wrote (16893)	3/9/1998 11:52:00 AM
From: Henry Niman	Respond to of 32384

CNBC just had Hemant Shah on to talk about big Pharmas. They started the segment by noting that the sector was up today and mentioned MRK, PFE, WLA, SBH, and BMY. When asked for his top pick he mentioned WLA, based on earnings momentum. For the next 12-18 months he liked WLA, PNU, and LLY (potential Evista sales). As far as an SBH merger was concerned, he felt that they had a year or two, but they had to do something by 2000 because two of their top sellers would be going off patent then. As far as the driving force behind merger mania was concerned, he did feel that there was a need for more R&D spending. Since the sector was still doing well, they were not being forced into consolidation, but it was the right thing to do. He again indicated that it was really up to the CEOs, and their willingness to make personal sacrifices. His "sleepy" pick was PNU because of potential for their urinary incontinence drug.