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

To: Flagrante Delictu who wrote (18532)	4/2/1998 4:06:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

The GLX and AGN deals were signed at about the same time in the summer of 1992. The only deal that is older is PFE. The PFE deal generated Droloxifene and CP-366,156. The AGN deal developed oral and topical Targretin and Panretin as well as oral LGD1550. We are still waiting for a name for the GLX clinical candidates.

To: Flagrante Delictu who wrote (18532)	4/2/1998 10:58:00 PM
From: Henry Niman	Read Replies (4) \| Respond to of 32384

Speaking of compounds, mj from Germany was so excited about LGND's pipeline that he put a web page together and mail it to me. It's linked to LGND's front page at home.att.net through Pipeline in the Table of Contents. It can also be reached directly at home.att.net There is no tracker because the table was too big to allow for editing.

To: Flagrante Delictu who wrote (18532)	4/3/1998 5:59:00 AM
From: Henry Niman	Read Replies (2) \| Respond to of 32384

Bernie, I had a chance to look at the uploaded table on LGND's pipeline ( home.att.net )and there are a few updates that are of interest. I was a bit surprised to see a Targretin oral Phase II/III Breast Cancer trial listed. As you know, LGND has indicated that they were going to pursue breast cancer very aggressively, but the recent 10-K suggests that such a trial has already begun. Another area of interest is the small molecule program with SBH using STAT technology. The hematopoietic growth factor group (and interferon agonists) is characterized as "lead compound selected" which suggests that they indeed to have compounds that work on humans (the G-CSF compound recently described at Lake Tahoe was mouse specific). Finally, in the area of androgen antagonists, the category is in the "development candidate" category, indicating that the series is ready for IND filing. I wouldn't be surprised to see an NDA for prostate cancer filed by LGND, and a major alliance for cosmeceuticals and BPH.