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

To: scaram(o)uche who wrote (22176)	6/12/1998 6:38:00 PM
From: bluejeans	Respond to of 32384

Hi Rick, This thread just flat out doesn't welcome informed commentary. I am eager to hear more from you. This is one more side everyone has always wanted posted on the Ligand thread. Please continue to post your views. Bob

To: scaram(o)uche who wrote (22176)	6/12/1998 6:48:00 PM
From: Peter Singleton	Respond to of 32384

Rick, keep thumping these folks around the ears ... : ) As you well know, one of the ways forums like SI can be of value to folks like us is to have a reasoned discussion of the issues surrounding a company's value ... current and future. Every company, and every issue, has a bear case and a bull case ... and sometimes they are highly nuanced. So, thanks for joining the discussion here. Your comments add a lot of value ... Peter

To: scaram(o)uche who wrote (22176)	6/12/1998 7:46:00 PM
From: Mudcat	Read Replies (1) \| Respond to of 32384

Rick: Good post I agree with you 100% that Robinson does not really care about the shareholders. Also I'm surprised that Bluejeans hasn't labeled you a nay-sayer for not posting positive Lgnd info.

To: scaram(o)uche who wrote (22176)	6/12/1998 7:55:00 PM
From: Machaon	Respond to of 32384

<< This thread just flat out doesn't welcome informed commentary. >> This thread can be a dangerous place, at any time. But, the great unwashed, silent majority, on this thread, value comments such as yours. I stopped "trading" LGND, earlier this year, and just stayed long. There was a significant amount of news coming out, and I didn't want to be out. I still feel that way. Obviously, the longs were wrong. It would've been much better to trade out at $16. << ... the LGND business plan lacks leverage RELATIVE to many other biotechs. >> Would you mind explaining this comment a little more? Thanks, Bob

To: scaram(o)uche who wrote (22176)	6/12/1998 9:41:00 PM
From: Peter Singleton	Read Replies (4) \| Respond to of 32384

Another article from the ADA, about estrogen replacement therapy's benefits in preventing diabetes. Further data supporting David Robinson's claim that SERM's will be one of the 2-3 largest markets in the pharma industry in the next decade ... Estrogen Therapy Can Lower Risks of Diabetes, Studies Find Chicago, June 14 (Bloomberg) -- Post-menopausal women who take estrogen replacement therapy can lower their risk of developing diabetes or lessen the severity of the disease if they do develop it, according to a newly released group of studies. In one study, Kaiser Permanente looked at records of more than 14,000 women with diabetes over the age of 50 and found benefits for those on estrogen replacement therapy, such as American Home Product Corp.'s blockbuster drug Premarin. The estrogen replacement patients had significantly better control of their blood sugar, ''reaching lower levels that have been associated with a sizable reduction in the risk of complications,'' said Joe Selby, assistant director for health services research in the research division at Kaiser, one of the nation's largest health-maintenance organizations. Other smaller studies and surveys conducted at various universities found women who aren't on estrogen replacement therapy are as much as five times as likely to develop diabetes compared to women who are on estrogen therapy, the American Diabetes Association said. Experts estimate that about 16 million Americans suffer from diabetes, in which patients either don't properly process or don't produce enough of the naturally occurring hormone insulin, which helps the body regulate blood sugar. Failure to control blood sugar levels can lead to complications including stroke, blindness and heart problems. Researchers aren't quite sure how to explain the benefit they found. Some say estrogen may reduce the chance that the body will develop resistance to insulin. Others say estrogen has a beneficial effect on cells in the pancreas, which in turn affects insulin production. In the past, researchers have found a slew of health benefits for estrogen replacement drugs, including protection against heart disease. Some women fret, however, over studies that have linked estrogen to an increased risk of certain types of cancer. The latest studies were released at the ADA's annual meeting in Chicago. 18:46:16 06/14/1998

To: scaram(o)uche who wrote (22176)	6/12/1998 10:52:00 PM
From: Russian Bear	Respond to of 32384

Rick, <<This thread just flat out doesn't welcome informed commentary.>> I hope you don't really believe that. Speaking for myself, I find your perspective very valuable, indeed. I have benefited from your insights on other threads, and fervently hope that you will continue to share your thoughts on Ligand with us. Many thanks, RB

To: scaram(o)uche who wrote (22176)	6/13/1998 8:39:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Rick, I think that you are wrong about this thread welcoming informed commentary, even if it is negative. There are a few naysayers on the thread that just complain about price over and over (and really have nothing to say about the company, technology, clinicals, partnerships, etc). One in particular has made these complaints into a campaign, by posting the same complaints (first on SI after AMLN tanked) and more recently under over a dozen different handles on Yahoo! and MIS. Such posts have a tendency to get on people's nerves and the casual reader of this thread thinks that it is hostile to all negative comments (which is precisely what our prolific nay sayer wants to see). Most investors are interested in the other side and will welcome your informed comments. Its the disruption that is irritating, and it frequently leads to short tempers (which again is precisely what our prolific naysayer would like to see). Keep up the "informed" posts. This thread could certainly use some.