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

To: dwc who wrote (19036)	4/14/1998 10:39:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

dwc, There is quite a bit of upcoming good news. Here's what BancAmerica/Robertson Stephens had to say in February: UPCOMING EVENTS: Upcoming events for Ligand include: (1) FDA filing of topical Panretin for KS expected in Q1:98; (2) initiate Phase II clinical trials of Targretin to treat breast cancer in 2H:98; (3) file NDA for Targretin in CTCL in 1998; (4) file NDA for oral Panretin to treat KS in 1999; (5) select oncology product from Eli Lilly as part of metabolic disease collaboration; (6) interim results from Phase II clinical trials of oral Targretin to treat ovarian and prostate expected in early 1998; (7) results from Phase II/II clinical trial of oral Targretin to treat CTCL in 1H:98; (8) results from Phase II studies of oral Targretin for renal cell carcinoma, ovarian cancer, and prostate cancer expected in early 1998; (9) results of Phase III clinical trial of oral Panretin to treat APL expected in 1H:99; (10) Ligand/AHP expected to file an IND in the estrogen/progesterone area in 1998; (11) Ligand/Pfizer expected to file droloxifene to treat breast cancer in 1998; (12) Ligand/Glaxo expected to select a novel cholesterol clinical candidate in 1H:98; (13) Ligand/SmithKline expected to select a hemotopoietic factor clinical candidate in 1998.

To: dwc who wrote (19036)	4/14/1998 10:44:00 AM
From: Hippieslayer	Read Replies (1) \| Respond to of 32384

HOw bout something recently. All of the recent articles that have been posted talk about things related tolgnd yet the article doesn't mention the company at all. Close but no cigar. But it does look like Henry's post turned the stock price around. kudos for that.

To: dwc who wrote (19036)	4/14/1998 10:47:00 AM
From: Henry Niman	Respond to of 32384

dwc, LGND has several nice publications this year, but they will not show up in every popular press article discussing medical news. Most of these articles are designed to talk about a relatively narrow topic and they stay away from speculating about drugs in the pipeline (of which there are dozens at late stages and 100's at early stages). Even the big pharmas are left out of most articles, although they are selling an approved drug. I frequently point out the related articles in part because LGND is not mentioned and the casual reader (the vast majority of investors) may not make the connection. Baby boomers continue to age, and future demand will sky rocket. LGND is extremely well positioned to take advantage of this exploding market.