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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: biowa who wrote (4618)	4/15/1998 4:58:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 9719

biowa, Speaking of the market & LGND, check out how often LGND is mentioned in recent reports. Below is the result of a six month search for LGND. LGND has definitely appeared on the radar screen in recent months: Apr 14 Standard & Poors 5 76K HGSI $ Report for Human Genome Sciences, Inc. Apr 14 Standard & Poors 5 76K DURA $ Report for Dura Pharmaceuticals, Inc. Apr 14 Standard & Poors 5 76K NVX $ Report for North American Vaccine, Inc. Apr 14 Standard & Poors 5 77K MDRX $ Report for Medicis Pharmaceutical Corporation Apr 14 Standard & Poors 5 76K MEDI $ Report for MedImmune, Inc. Apr 14 Standard & Poors 5 76K SHR $ Report for R. P. Scherer Corporation Apr 13 Standard & Poors 5 75K BVF $ Report for Biovail Corporation International Apr 13 Standard & Poors 5 78K IPIC $ Report for Interneuron Pharmaceuticals, Inc. Apr 13 Standard & Poors 5 77K JMED $ Report for Jones Medical Industries, Inc. Apr 13 Standard & Poors 5 77K GILD $ Report for Gilead Sciences, Inc. Apr 13 Standard & Poors 3 27K LGND $ Report for Ligand Pharmaceuticals 'B' Apr 13 Standard & Poors 5 78K SEPR $ Report for Sepracor Inc. Apr 12 Standard & Poors 5 76K AGPH $ Report for Agouron Pharmaceuticals, Inc. Apr 12 Standard & Poors 5 77K BRL $ Report for Barr Laboratories, Inc. Apr 12 Standard & Poors 5 75K AGN $ Report for Allergan, Inc. Apr 09 IPO Maven (Otiva,... 28 309K $ Emerging Stocks April Apr 09 Cowen & Company 8 350K BCHE CN... BIOTECHNOLOGY MONTHLY PERSPECTIVES REPORT Apr 09 Hambrecht & Quist 83 474K HQ BIOT... Syn The Case for Biotech: A Rally Approaches Apr 07 BancAmerica ROBER... 22 391K Syn BARS ANALYTICAL INDUSTRY COVERAGE: April 2, 1998 Mar 30 Hambrecht & Quist 3 45K Syn Early Day Spot Report Summary Mar 28 Research Data Group 15 166K BONZ $ Investment Review - INTERPORE Mar 28 Research Data Group 15 171K GENE $ Investment Review - GENOME THERAPEUTICS Mar 28 Research Data Group 15 172K ISIP $ Investment Review - ISIS PHARMACEUTICALS Mar 28 Research Data Group 15 172K LGND $ Investment Review - LIGNAD PHARMACEUTICALS Mar 28 Research Data Group 15 170K SBIO $ Investment Review - SYNBIOTICS Mar 28 Research Data Group 15 168K UBS $ Investment Review - U.S. BIOSCIENCE Mar 27 BancAmerica ROBER... 6 65K LGND AM... Syn LGND: Ligand Announces Positive Phase III Results from International Trial of Topical Panretin to Treat Kaposi's Sarcoma Mar 27 BancAmerica ROBER... 2 18K BARSA A... Syn Summary of the 5:00 AM Sales Meeting Mar 27 Hambrecht & Quist 2 26K LGND AH... Syn LIGAND UPDATE Mar 27 Research Data Group 15 167K CBMI $ Investment Review - CREATIVE BIOMOLECULES Mar 27 Research Data Group 15 168K CEGE $ Investment Review - CELL GENESYS Mar 27 Research Data Group 15 169K CEPH $ Investment Review - CEPHALON Mar 26 BancAmerica ROBER... 184 1.3M AMGN AL... BIOTECHNOLOGY INDUSTRY PRODUCT COMPENDIUM Mar 23 Hambrecht & Quist 16 194K Syn NONE Mar 12 Hambrecht & Quist 91 687K Syn The H&Q Road Map for Investing in the Drug Business Mar 11 Disclosure Incorp... 1 25K LGND $ Tearsheet for: Ligand Pharmaceuticals Inc - LGND Mar 10 Cowen & Company 136 1.9M BCHE CB... Syn Biotechnology Quarterly: Part I, Perspectives Report, March 1998 Mar 06 Cowen & Company 10 246K CBMI CN... Syn Upcoming Medical Meetings Perspectives Report, March 4, 1998 Mar 05 Josephthal, Lyon ... 6 44K MEDX Syn We are resuming coverage of Medarex with a Buy recommendation (report) Feb 27 BancAmerica ROBER... 19 389K PGNX PROGENICS PHARMACEUTICALS, INC.: Developing Novel Strategies to Treat Cancer and HIV Feb 23 Cowen & Company 12 262K PCYC Syn Pharmacyclics Perspectives Report, February 18, 1998 Feb 23 Piper Jaffray Inc. 20 261K CLTR Syn CLTR - Company Report Feb 19 SBC Warburg Dillo... 110 4.4M $ Biotechnology Industry Feb 13 BancAmerica ROBER... 6 83K LGND AM... Syn LGND: LIGAND STRONGLY PROGRESSING WITH PIPELINE, GOAL OF PROFITABILITY IN 1999 Feb 13 BancAmerica ROBER... 2 17K BARSA A... Summary of the 5:00 AM Sales Meeting Feb 09 BancAmerica ROBER... 4 119K AVIR AM... AVIR Update: Flu Season in Line with Expectations Events Nearing Feb 09 Standard & Poors 5 78K BRL $ Report for Barr Laboratories, Inc. Feb 06 Hambrecht & Quist 16 84K ABT AHP... Syn 16th H&Q Annual Healthcare Conference Recap+Stock Picks for 1998 Jan 26 BancAmerica ROBER... 23 425K MAGN MAGAININ PHARMACEUTICALS: Realizing the Potential of the Host-Defense System Jan 12 Paine Webber 108 847K AGPH AL... Biotechnology Year-End Review and 1998 Outlook: Poised for a rally Jan 09 BancAmerica ROBER... 21 373K BancAmerica Robertson Stephens Analytical Industry Coverage: January 8, 1998 Jan 06 BancAmerica ROBER... 3 21K ALKS AL... Syn The Biotechnology Outlook for 1998 Dec 12 Hambrecht & Quist 48 535K Syn Hambrecht & Quist Weekly Review - Extended Edition Dec 11 BancAmerica ROBER... 4 30K LGND AM... Syn LGND: LIGAND ANNOUNCES POSITIVE PHASE III RESULTS OF TOPICAL PANRETIN BUY Dec 05 BancAmerica ROBER... 97 1.1M AMGN BC... BIOTECHNOLOGY QUARTERLY Dec 03 BancAmerica ROBER... 7 34K AFFX AO... Syn Day 2: Notes from the BancAmerica Robertson Stephens 14th Annual Medical Conference. Nov 19 Hambrecht & Quist 52 1.1M Syn Weekly Review EXTENDED EDITION Nov 07 Cowen & Company 8 272K AMGN AR... Syn Biotechnology Monthly Perspectives Report, November 5, 1997 Nov 04 Everen Securities... 32 308K LLY Eli Lilly & Co. - Investment Update on Leading Pharmacetical Company. Nov 03 Salomon Smith Barney 40 394K AHP BMY... $ 3Q Drug ES Reports Oct 21 Hambrecht & Quist 3 50K Syn LATE Spot Report Summary Oct 20 BancAmerica ROBER... 4 29K LGND LL... Syn LIGAND AND ELI LILLY CONSUMMATE MAJOR STRATEGIC PARTNERSHIP Oct 16 CIBC Oppenheimer 7 80K AGN $ AGN: Weak Results in Third Quarter

To: biowa who wrote (4618)	4/16/1998 12:37:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Biowa <<Not so certain on LGND. >> Somehow I knew Henry would come to my aid. I could see lightening our positionon LGND especially if INCY continues to fall. We will want to make room to pickup INCY under $40. Maybe we should clip 500 shares if we get back to 15.5 <<Another heretical suggestion...CLTR.>> If you remember I have been fending off lets take some profit on CLTR since it hit 17. It closed at over 30 today. The fact of the matter is that they will complete their phase III this year and interim results will be announced shortly. IMO Bexxar will dominate the NHL market and IDEC is paving the way. There is virtually no risk of dilution given their cash horde and they will prob announce a marketing partner int he second q. No way we are selling. Check again when the stock hits $40. V1