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

To: Proton who wrote (18665)	4/5/1998 5:12:00 PM
From: RXGOLF	Read Replies (1) \| Respond to of 32384

<<Tamoxifen has a major clinical study to back up its prevention claims; Targretin does not. Furthermore, Tamoxifen is first past the prevention post>> These are good points Peter. IMHO however, this is not bad news for Ligand. Yes, being first is a plus. Tagamet comes to mind. When it first came to market as the only H2 antagonist they made a bundle. However, I too remember when Zantac came out a bit later as the second H2 antagonist.It, like Tagamet worked well, and had a few advantages. It too made a Bundle!! No. we have no studies to back up prevention and may never. However, speculation is part of what drives the biotechs. I hope that first some will speculate that Targretin may provide prevention. Then I hope that studies will prove that Targretin provides prevention. Then I hope it makes a Bundle! Good Luck, and at least this might be considered on topic (:- ). RXGOLF

To: Proton who wrote (18665)	4/5/1998 5:25:00 PM
From: Schmedley	Read Replies (1) \| Respond to of 32384

[Re: NBC news:"We believe that LGND's Targretin is an even better prevention agent"] Wow Pete, how could you ask for a more positive endorsement? Your choice of negative interpretation betrays your short position bias. You're correct, perhaps the signal to noise ratio on this thread has blown your reasoning off course. Schmedley

To: Proton who wrote (18665)	4/5/1998 5:55:00 PM
From: Henry Niman	Read Replies (2) \| Respond to of 32384

P2, Although the data may show that Tamoxifen may prevent some cases of breast cancer, it's far from an ideal drug: "Leslie Ford, the National Cancer Institute official overseeing the trial, predicted four years ago that if 16,000 women were recruited, tamoxifen would be expected to prevent 120 to 125 breast cancer cases, while producing 58 to 80 new cases of uterine cancer - which is far easier to detect early and cure than breast cancer." Tamoxifen's competition in the SERM area comes from Evista, Drolixifene, Idoxifene, CP-366,156, and TSE424. Some of these compounds are structurally similar ( I believe that Droloxifene is a derivative of Tamoxifen) to Tamoxifen which acts through the estrogen receptor. Targretin is a rexinoid that acts through RXRs. Although it has been shown to be superior to Tamoxifen in rat breast cancer models (the superiority is stronger is for treatment that prevention), it has been shown to synergize with Tamoxifen in both areas (treatment as well as prevention).