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

To: WTDEC who wrote (19758)	4/28/1998 6:55:00 PM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 32384

Walter, >I do think the size of the pop will be inversely related to how soon >it happens. LGND has a bit of a bad rap for not meeting self- >established time targets (leptin deal, 1st Qtr NDA target), so I >feel an early filing will be greeted more enthusiastically than a >late one. I agree that there is some residual concern due to their past delays. But if the Panretin NDA goes in by the end of May, I think that will be eliminated. The leptin deal was no doubt quite tricky when they started the negotiations and over time, the issue of the exact relationship between leptin, its promoter and obesity became a bit blurred. But will there be another NDA filed soon? To me, that is the real question. Leptin and diabetes applications are down the road some and I do not expect to see a whole lot on them for some time. But cancer is another story.... Cheers, Torben