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Biotech / Medical : Amgen Inc. (AMGN) -- Ignore unavailable to you. Want to Upgrade?


To: Henry Niman who wrote (599)7/16/1998 4:18:00 PM
From: Lel H  Read Replies (1) | Respond to of 1906
 
OT to Henry Niman

Just a few quick questions regarding Ligand's pipeline with reference to the recent Science report. Based on the pipeline chart on your website, it appears that by 1996, Ligand/Smithkline Beecham had identified a lead compound in its investigation of potential hematopoetic growth factors. Is this a correct reading of the chart?

I guess my question is this: how do we know that the lead compound selected in 1996 is not the one (SB247464) reported in Science last week? Based on the submission date for the manuscript, it seems possible that the murine specificity may not have been discovered until late 1997 or early 1998, and this may have been the lead compound in question up until that discovery. Thus, there might not be another human-specific compound yet. Am I making myself clear?

Please don't think that I am a naysayer of Ligand - I own shares in both Amgen and Ligand, and I am trying to gather as much information about this latest development. I refuse to post to the Ligand board because of all the white noise that pollutes that thread. I post using the handle "lelim" on Yahoo!, but I'm hoping to divest myself of those boards.