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

To: Flagrante Delictu who wrote (22718)	6/25/1998 10:48:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Bernie, It looks like LGND has agreed that it's time to start talking about the androgens.

To: Flagrante Delictu who wrote (22718)	6/25/1998 11:09:00 PM
From: Henry Niman	Read Replies (2) \| Respond to of 32384

Bernie, With LGND talking about SERMs (Selective Estrogen Receptor Modulators) on Sunday, SPRMs (Selective Progesterone Receptor Modulators) and Tuesday, and SARMs (Selective Androgen Receptor Modulators) on Thursday, it's probably time to begin talking about the molecular similarities in the programs as well as partnering of projects and products. LGND has a strong presence in SERMs with alliances with LLY, PFE and AHP. In the SPRM area they have some relationship with AHP. In the area of SARMs, its all LGND. These three areas are very similar. The estrogen, progesterone, and androgen receptors are very closely related. Each receptor interacts with a variety of tissue specific regulatory proteins. LGND has powerful screening tools which allows for testing of compounds in a variety of tissue environments. They can identify agonists, antagonist, and partial agonists and antagonist. They assays are very sensitive and influences of the tissue specific factors can be quickly and easily measured. LGND screened libraries of others for leads in the estrogen receptor area. They have now targeted a new series of compounds for activity against the progestin and androgen receptors. The first IND (LGD1331) is slated for this year, but today's press release begins to show the range of products and markets being targeted by LGND. The preclinical data is quite impressive. The gold standards work in human and animal models, but they also produce similar undesirable side effects in rodents and humans. LGND's compounds appear to offer advantages in efficacy as well as reductions in side effects. It will take some time to bring this massive pipeline to market, but as LGND begins to generate income from its initial products, the pace of development will increase markedly.

To: Flagrante Delictu who wrote (22718)	6/26/1998 4:33:00 PM
From: Rudy Saucillo	Read Replies (2) \| Respond to of 32384

OFF TOPIC... <<Specifically, since last Sept, your profile indicates that you have posted only on CIST,AMLN, ERGO, CEPH, ALTN, CNSI,& NTII.>> Bernie, I see you've neither read my posts nor checked my "favorite stocks." I was strongly bearish on AMLN, ERGO, CNSI before their crashes; warned in all my posts about the safety issues with ALTN; and provided unbiased commentary on CEPH and NTII. CIST is an extreme value play with an extraordinary patent position. NTII also is a very interesting value play with 2 potentially important drugs in clinical trials and a strong partnership with Merz. You say "back up my 'attack' with proof"? Murphy's performance is public record. Look up Hulbert's Digest - this is a respected publication. I don't mind defending what I've previously posted, but you should really drop the sensationalism ("hard luck omen", "shudder at the thought of <my> arrival") and get your facts straight. BTW, I realize commenting w/o sensationalism is really tough on this thread. :-) Rudy