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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Harold Engstrom who wrote (5099)	6/11/1998 8:30:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

Harold, I'd look for posts by Peter Singleton, Andreas Helke, and Vector1, for example, for realistic and hypeless evaluation of Ligand. Henry's web page is a great resource for pulling all the information together. For constructive criticism, take a look at recent posts by Rick Harmon in the LG*D thread. He raises valid concerns on dilution, executive compensation and the like. You wanted an opinion? Good but far from the sure shot, slam dunk X bagger, some make it sound. At 12 and change one has to like the potential. Now, if they pull another Glycomed (oops, make that Seragen), ... PB

To: Harold Engstrom who wrote (5099)	6/12/1998 5:00:00 AM
From: SnowShredder	Respond to of 9719

Harold, LGND's pipeline is great, and the management knows how to keep the company a float (@ least for now), but the stock is stuck in a trading cycle. The share dilution occurs to help create/support their pipeline...I feel that they will continue diluting until they become profitable...if they continue after profitability then arghhhh. This year should be interesting since it will tell if profitability next year is @ all possible. If things go well and they have a chance to become profitable...then it might breakout into virgin territory, but til then it is a great trading vehicle...buy low...sell high. Best of luck, Where'd He Go?