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Biotech / Medical : Eli Lilly -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Wong who wrote (145)	4/19/1998 11:05:00 PM
From: kas1	Read Replies (2) \| Respond to of 641

anyone else think that pfe is gaining too much market value on a $9 erection pill? imho, one of the enticing things about drug companies is that they are resistant to economic downturns -- but that is no longer the case with some of these 'elective' drugs (evista may fit the bill here too?). imho, zyprexa is the (unpublicized) blockbuster here... and, as is usually the case with psych drugs, fewer cases of schizophrenia will go undiagnosed once patients & doctors know that there's a new more effective remedy --like what prozac (and ssri's in general) did to undiagnosed depression when treatment for depression no longer meant electroshock, tricyclics, etc.

To: Anthony Wong who wrote (145)	4/20/1998 6:22:00 AM
From: Henry Niman	Read Replies (2) \| Respond to of 641

Today's WSJ has an article of designer estrogens and androgens. Ligand is not specifically mention in the WSJ article (although Ligand was mentioned in the initial WSJ article on designer estrogens, aka SERMs or TSEs home.att.net but its programs certainly are (with PFE and AHP). The article hasn't quite progressed to combination therapy (with SERMs and Rexinoids which is the subject of one of the LLY programs with LGND), but it does mention prostate cancer and LGND's pipeline timeline (linked to home.att.net or accessed directly at home.att.net ) clearly shows that LGND's designer androgen, LGD1331, is ready to enter the clinic. CNBC just mentioned Evista and braest cancer prevention and, as ASCO approaches (conference is next month), I expect such an application to be discussed with increasing frequency in the popular press (Evista produced a 75% reduction in the incidence of breast cancer compared to the 45% seen for Tamoxifen). At 7:30 this morning, CNBC will interview reporter about Evista and breast cancer prevention (75% reduction vs 45% for Tamoxifen).