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


To: Andrew H who wrote (20554)5/12/1998 3:35:00 AM
From: Torben Noerup Nielsen  Respond to of 32384
 
Andrew,

>Of course these patients may not be fully representative of the
>target populations.

The subjects are clearly not representative at all. I would assume that the drug would be given far earlier in the course of the disease once approved. Giving it to people for whom all previosu treatment has failed is not really fair. But that is how tests go.

Torben



To: Andrew H who wrote (20554)5/12/1998 9:50:00 PM
From: Machaon  Read Replies (3) | Respond to of 32384
 
<< If 37% of patients had to quit from the side effects, a significant part of the target population will be eliminated from treatment. >>

Is the glass half full, or half empty? We could say that a significant percentage of the patients, 63%, did not have significant side effects. That's not bad. Plus, if they get good results from the 63% group, there is always the possibility of dosage adjustments, etc. as the product evolves, to deal with the 37% bad side effect problem.

I like the science. They piggyback onto the diphtheria toxin to attack the cancer cells. Who would of thunk that we would be using one disease to fight another. Hardly seems fair to the poor, helpless diseases. <g>

<==================================================================
"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."
===================================================================>

I like the deal. LGND is getting a load of science and a revenue producing product, for a pittance. I'd offer to pay for Seragen myself, out of my own pocket, if I had any money.

Might I quote Robinson, again, that he feels it will be a significant source of revenue starting in 1999.

I've got a question. When the FDA gives a product "fast track" designation, does that mean that the FDA has already taken a fairly good look at the product?

Good luck, Bob




To: Andrew H who wrote (20554)5/13/1998 5:34:00 AM
From: Henry Niman  Read Replies (1) | Respond to of 32384
 
Yesterday, H&Q put out a spot report on LGND to reflect the SRGN deal. They reiterated their BUY rec, but lowered 1999 estimates to $0.11, which is in line with Bear Stearns ($0.09) and Legg Mason ($0.08) estimates.