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

To: Machaon who wrote (22934)	7/8/1998 11:34:00 AM
From: Russian Bear	Read Replies (2) \| Respond to of 32384

Bob, How about "Ligand-dot-com?" And I think we could do a whole lot better than a mere $100/share... RB ;-)

To: Machaon who wrote (22934)	7/8/1998 12:25:00 PM
From: jayhawk969	Read Replies (2) \| Respond to of 32384

Bob, We may not get a biotech rally this year, about the time it is ready, the whole market may tank. This stock may get some fluff on the news, but It will take more than Ontak and Karposi's to get this stock into the 20's. I am also not familiar with anything that is going to help this quarters earnings, no milestones that I am aware of. I wonder if and when there are associated charges for SRGN. RB and Fugazi, If this is going to be "Go-lgnd-dot-com" which one you will be the manager of "portal affairs"? J.D.

To: Machaon who wrote (22934)	7/8/1998 1:17:00 PM
From: Flagrante Delictu	Respond to of 32384

Robert, I think you're on to something viv-a-vis the catalyst to shake the bios loose. A newly approved b/t compound frequently must compete with generic compounds for reimbursement from the health care payors. The lesser the disparity between the b/t cost & the generic cost, the sooner the payors should be ,to welcome the b/t compounds for reimbursement & also, the higher the price the b/t compound can command, assuming it can show substantial cost savings to the payors.