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

To: bob zagorin who wrote (20185)	5/7/1998 12:12:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 32384

Ligands research is not faulty and its technology actually works. Unfortunately Ligand considers itself to be primarily a cancer company. And thus the company is at risk that someone else is inventing a magic bullet that makes Ligands cancer treatments either obsolete or less promising than previously thought. Entremeds combination treatment with angiostatin and endostatin in mice comes close to being such a magic bullet by being very efficient against many mouse cancers. I don't really think that EntreMed will get the complete cancer market and it is very possible that even if its drug candidates work in humans and don't have unacceptable toxicity or side effects that combination treatments still work better than an angiogenesis inhibitor alone. But with many promising new strategies in cancer treatment we always have the risk that potential markets suddenly dissapear for any single cancer drug. I think Ligand has enough opportunities in its non cancer applications to be a successful company even if its cancer market would completely dissapear. But it would clearly be a rough ride for Ligand investors. Andreas