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

To: jayhawk969 who wrote (21855)	6/4/1998 5:21:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

If the neas don't talk about price, they have absolutely nothing to say. All of their posts are on price, and most of their posts are to each other.

To: jayhawk969 who wrote (21855)	6/4/1998 5:54:00 PM
From: Hippieslayer	Read Replies (1) \| Respond to of 32384

Pardon me, but I didn't say a thing about what you have posted to me. You may want to direct your concerns to who actually wrote what you just posted to me. Besides, I was not posting a report on the current stock price but where there might be support which is a technical question. I hope you can see the difference. Thanks.

To: jayhawk969 who wrote (21855)	6/4/1998 9:56:00 PM
From: Roland Batson	Read Replies (1) \| Respond to of 32384

That is NOT what was asked but rather not to tout off every GD tick of a movement. It continually invites the other tick posters. Henry starts it and the naysayers respond. Please read and comprehend. These are relevant questions of TA and FA.

To: jayhawk969 who wrote (21855)	6/4/1998 10:10:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Here's what BARS had to say about the ONTAK market potential: We believe that there are approximately 8,000 patients in the United States with CTCL resistant to other course of therapy-- the target market for Ontak. - We estimate that $50 million in U.S. sales is doable for this product. - Thus, even if the penetration rate is low, we believe that Ontak will be accretive to Ligand's earnings in 1999. - Currently, we estimate that Ontak could sell approximately $30-40 million in the U.S. and another $10-20 million overseas. - Lilly will receive a double-digit royalty from Ligand for sales in the year 2000 and beyond. - We believe this is a low-double digit royalty. - Furthermore, we believe that there is significant potential for this compound beyond CTCL, specifically in the non-Hodgkin's lymphoma (NHL) market where the compound has demonstrated potential. - In a Phase I trial of 17 non-Hodgkin's lymphoma patients treated with Ontak, two patients demonstrated a partial response rate and one patient had a complete response. - We estimate that the worldwide market for non-Hodgkin's lymphoma is in excess of $250 million. - We believe that if Ontak is approved for CTCL that Ligand could market the product for NHL with the publication of positive clinical results. - If Ontak does demonstrate positive results in NHL, we believe that this indication could drive sales to about $100 million. - Overall, we believe that this panel meeting validated Ligand/Seragen's approach to treating CTCL, and we expect the drug to be FDA approved by year end 1998.