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

To: Henry Niman who wrote (4619)	4/17/1998 2:28:00 PM
From: biowa	Read Replies (3) \| Respond to of 9719

Henry, I should know better than to impugn Ligand <g>. I agree completely with you that LGND is on everyone's radar screen, my only question is when and what milestone is going to shift everyone's value paradigm on it? For example, when will the market begin to value the oncology program as more than just the initial indications (as V1 suggests is LGND's strategy)? I think LGND technology is among the best, and I think eventually they will be among the leaders of the next wave of biotech successes. My question for V1 and Rman is: how much will the stock price move over the next six months? Can we buy this one back at 5-10% higher in October and put the money to work elsewhere in the meantime? I'd appreciate any thoughts you might have. biowa