Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: WTDEC who wrote (19224)	4/17/1998 11:04:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Walter, The table in the new report is quite explicit. It shows off LGND's most advanced products, and the position of the arrow in the development portion of the table is quite revealing and exciting, but may be susceptible to over interpretation. The most advanced compound is topical Panretin for KS (not counting the two in-licensed products which of course are already approved). The arrow has extended past the Phase II/III column and has nudged into the NDA/Market column. Next comes oral and topical Targretin, which have arrows that go all the way through the Phase II/III column. The topical and oral application for CTCL are not surprising. However, included with CTCL for oral Targretin is lung cancer and breast cancer, suggesting that Phase II/III are finishing up, not starting. Other indications that only go part way through the Phase II/III column are PFE's Droloxifene for osteoporosis, oral Targretin for KS, Kidney, Prostate, and Ovarian cancers, and oral Panretin for Cancers, KS, and psoriasis. Indications that show the arrow at the end of the Phase I/II column include Targretin oral for psoriasis and other skin diseases, Targretin Topical for skin disease and actinic keratosis, LGD1550 for cancer, Droloxifene for breast cancer prevention, and Targretin for type II diabetes. CP-366,156 for osteoporosis is just shy of the end of the Phase I/II column. The two compounds that are just nudging into the Phase I/II column are TSE424 for osteoporosis (and AHP just filed an IND) and LGD1331 (androgen antagonist) for Prostate Cancer, BPH, and Hirsutism. Other compounds that are just about to enter the Phase I/II column are LGD1447 (progesterone agonist) for Cancer and women's health, and estrogen antagonist for breast cancer, tissue selective estrogen or progesterone agonists and antagonists for womens' health and HRT, LGD1268 and LGD1364 for type II diabetes, a gluccocorticoid agonist for inflammation (ABT), and GM1474 nad GM1306 for cancer (other GLYC compounds are footnoted). Compounds very close to the beginning of phase I/II include AGN4310 for skin diseases and cancer, LG2527 and LG2716 (progesterone agonists) for breast cancer and HRT, androgen agonists for male HRT and cachexia, LDL modulator (GLX) for athersclerosis, cell adhesion inhibitors (Sankyo) for acute and chronic inflammation. Other compounds slightly less developed include AGN4202 and AGN4326 for type II diabetes, PPAR modulators for cardiovascular disease, interferon antagonists for inflammation, and hematopoietic growth factors for oncology and anemia. The table also includes areas where lead compounds have been identified as well as research areas. The table is quite impressive.