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

To: Henry Niman who wrote (19331)	4/18/1998 10:45:00 PM
From: Hippieslayer	Read Replies (1) \| Respond to of 32384

Henry, what I am really curious about is what else Panretin(P) could be used for in off label treatment. I've been thinking about it as of late, and I'm almost convinced that P has gotta to have some important off label use that lgnd knows about but has brilliantly decided to go after the pc disease of KAPOSI Sarcoma (AIDS/HIV) to get it thru the door as fast as possible. If there is a hint that P-gel is beneficial towards acne, LGND will have a major hit on their hand. But this is just speculation on my part.

To: Henry Niman who wrote (19331)	4/19/1998 12:17:00 AM
From: John O'Neill	Read Replies (1) \| Respond to of 32384

Henry, Could you generalize on how long it takes for drugs to advance from IND to NDA (given successful results). I realize any answer would be highly generalized. Also when the timeline states Ligand as the partner for Cancer use of Targretin as opposed to LLY the partner for diabetes, how does that impact revenues to Ligand for Targretin for the two different applications.? Thanks for your updates JO

To: Henry Niman who wrote (19331)	4/19/1998 9:08:00 PM
From: Henry Niman	Respond to of 32384

Several of LGND;s partners are mentioned in a Jesse Eisinger article on PFE and its impotency drug. Of most relevance to LGND: "Warner-Lambert (WLA:NYSE) is up ahead of an analyst meeting on Tuesday. Investors beat up the company's stock after SmithKline Beecham's (SBH:NYSE) analyst meeting earlier this week, in which the company said that its diabetes drug, Avandia, looked superior to WLA's blockbuster Rezulin. Warner was up 6 13/16 to 175 5/8. Eli Lilly (LLY:NYSE) is up after analysts circulated an Evista abstract from the upcoming American Society of Clinical Oncology meeting in May in Los Angeles. The data suggest that the osteoporosis drug prevents breast cancer for up to two years and by about 76%, which is better than Tamoxifen's 45%. Evista is a second-generation designer estrogen in the same class as Zeneca's (ZEN:NYSE) Tamoxifen. At the meeting, scientists will present three-year data. The hope is that the breast cancer data, when incorporated into the Evista label, will boost the lagging scrips for the drug. Lilly rose 5 1/8 to 68 3/8 on Friday"