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

To: Vector1 who wrote (20100)	5/5/1998 5:33:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

V1, I pretty sure that the Panretin data will be the oral KS trial of the AIDS Consortium. The interim data of the Consortium was almost identical to LGND's trial (37-38% response). I think that the LGD1550 will show safety and efficacy for head & neck and possibly ovarian cancer. Timing of this data (press will be interested in the latest cancer results) coupled with NDA, should get LGND some respect. This evening LGND was all over CNBC. David Molowa of Bear Stearns was on and Biotechs with more advanced products were mentioned (AGPH, LGND, and VRTX). Names and symbols were in graphic as were closing prices (AGPH up, VRTX unchanged, LGND down). That was followed by portfolio manager of Franklin Global Health Fund. He was asked about picking the next big mover by ENMD. He too was surprised by move (news and technology were old) but he said that individual should diversify through a fund, but two companies with big pipelines were AGPH and LGND.