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: Machaon who wrote (20548)	5/11/1998 10:33:00 PM
From: Henry Niman	Respond to of 32384

Here's what the Lombardi Cancer Center had to say about DAB389-EGF: lombardi.georgetown.edu DAB389EGF Epidermal growth factor (EGF) binds to specific receptors on the plasma membrane of cancer cells resulting in increased rate of cell proliferation. Certain cancer cells frequently overexpress EGF receptor (EGF-R), have a high proliferative rate, and display a more aggresive clinical course. Targeting the EGF-R pathway as a new therapeutic strategy offers the potential of controlling these aggressive cancers. DAB389EGF is a recombinant toxin produced by expressing a fusion gene consisting of the nucleotide sequences for the enzymatically active and membrane translocation domains of diphtheria toxin and sequences for human EGF. DAB389EGF binds specifically to EGF-R and is internalized where the diphtheria toxin inhibits protein synthesis leading to cancer cell death. Potential toxicities observed with DAB include fatigue, fever, chills, and transient reversible transaminitis and creatinine elevation. Patients with clinically inactive brain metastases are eligible. Patients are required to have accessible tumor for biopsy to determine eligibility as over expression of EGF-R is a prerequisite for this study. If a recent tumor biopsy (within 3 months) is available, this may be substituted for analysis. Treatment is given by intravenous on Monday, Wednesday, and Friday every 2-3 weeks for 2 cycles where after re-staging is performed. Patients may continue on study as long as they have stable or responsive disease with no dose limiting toxicity.

To: Machaon who wrote (20548)	5/11/1998 10:36:00 PM
From: Henry Niman	Respond to of 32384

Here's the Yale site for DAB389-IL2 for CTCL (same researcher is also testing Targretin oral and topical): info.med.yale.edu

To: Machaon who wrote (20548)	5/11/1998 10:40:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Here's the MD Anderson site for DAB389-IL2 for CTCL (same investigator is testing Targretin oral and topical): daisy.moffitt.usf.edu

To: Machaon who wrote (20548)	5/11/1998 11:16:00 PM
From: Andrew H	Read Replies (3) \| Respond to of 32384

>>I think that going from 9 to 84 cents for 1999 earnings would be a good guess for the Seragen effect >> IMO, it is highly unlikely that the SRGN drug for CTCL is going to bring LGND anywhere near .84/share for 1999, even in combination with Panretin which should be a much better seller. If 37% of patients had to quit from the side effects, a significant part of the target population will be eliminated from treatment. Of course these patients may not be fully representative of the target populations. Its going to take some time for the drug to penetrate the market, assuimg it is approved.