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

To: Henry Niman who wrote (17426)	3/13/1998 5:45:00 PM
From: Pseudo Biologist	Respond to of 32384

Henry, regarding <<Actually, Joan Brugge of ARIA did muuch of the seminal work on src>> , does this mean Ligand is a "me too" on src's? Are you turning less positive on our favorite company? Just kidding, PB

To: Henry Niman who wrote (17426)	3/13/1998 5:50:00 PM
From: WTDEC	Read Replies (1) \| Respond to of 32384

Henry and thread, here are stats for this week: ^SPX......+1.26% ^IXIC......+1.04% ^BTK......+6.20% ^IXB.......+3.76% LGND.....+3.23% Clearly, the biotechs had a very strong week. LGND did quite well versus the broad market, but seems to need a little more time to work through the 16 - 16.6 resistance area. Regards to all. Walter

To: Henry Niman who wrote (17426)	3/13/1998 6:26:00 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 32384

Joan Brugge did the bulk of her early work on SRC kinases when she was a faculty member at SUNY-Stony Brook, and was not associated with ARIA at the time. In fact, the company did not exist then. This was also pre-patent days for academics (ie, before the Bayh-Dole act). Any interesting rumors on LGND to keep the afficionados active this weekend? Anything new on the small molecule agonist front? BJ

To: Henry Niman who wrote (17426)	3/13/1998 8:55:00 PM
From: Machaon	Respond to of 32384

Henry, when you have said, in past notes, that Ligand is "way underfunded", do you say that as a positive, or a negative, or just a way of doing business. In other words, do you mean "way underfunded" as it relates to Ligand's need to attract new partnerships and deals? Thanks, Bob

To: Henry Niman who wrote (17426)	3/15/1998 12:15:00 PM
From: Flagrante Delictu	Respond to of 32384

Henry, Re: Obligate partners. Since rexinoids are obligate partners { & luckily, distributed liberally throughout the body } in the formation of heterodimers in the intracellular signalling pathways, and JAKs & STATs, along with Src proteases, are obligate partners in the cytokine signalling pathways , can we not assume, since LGND has exclusive rights to the patent estate { or does it? } in both rexinoids & JAK/STATs, that LGND should be entitled to a toll on any usage of these signalling pathways involving the participation of our obligate partners? I realize that AGN probably has a share in LGND's control of the rexinoids in IR signalling pathways. We'll negotiate your stipend, if necessary. And hurry up with your answer, because many of our lurkers & peepers are busy & important people, who tolerate no idle waste of their time. Bernie