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


To: Machaon who wrote (18722)4/6/1998 9:39:00 PM
From: Henry Niman  Read Replies (1) | Respond to of 32384
 
Bob, Thanks for the update. I have been running around with soccer and baseball and haven't had a chance to hear any updates (other than a CNBC interview with someone from ZEN). The story is quite straight forward. The trial was stopped because the data was consistent with early data. Tamoxifen "works" for prevention in an "at risk" population, but it's risks are fairly well known.

LGND is in excellent shape for future applications. They are well positioned in second generation SERMs (see home.att.net ) and have a commanding lead in Rexinoids. The street will figure this out sooner or later.



To: Machaon who wrote (18722)4/6/1998 10:00:00 PM
From: dwight martin  Read Replies (2) | Respond to of 32384
 
On CBS they also talked about the newer SERMs. Rather mentioned what I thought was Raloxifene (if that makes sense), not Droloxifene, showing a 67% preventative effect compared to the 45% with Tamoxifen and with fewer side effects. Made it sound like something was going to happen with pretty quickly with the newer SERMs.



To: Machaon who wrote (18722)4/6/1998 10:11:00 PM
From: John O'Neill  Read Replies (1) | Respond to of 32384
 
Robert..I missed the after market CNN report. Do you think it was
clear enough about SERMs, etc. to have positive affect on
LGND? Maybe just for the sophisticated.

I'll bet tonyt has a market order to buy all he can at the open!

JO