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

To: smh who wrote (23355)	7/19/1998 7:18:00 PM
From: John O'Neill	Read Replies (2) \| Respond to of 32384

This comment about financing increasing breadth of Robinson's pipeline reinforces my concern that Robinson might not be competent. I sure he is a share holder himself...it reminds me of the monkey trying to get such a big hand full of cookies from the jar that he couldn't remove his big fist hand. Robinson might have a mental problem.... How can he benefit financially by constant expansion without the focus on the bottom line? JO

To: smh who wrote (23355)	7/19/1998 9:50:00 PM
From: jayhawk969	Read Replies (3) \| Respond to of 32384

smh, It is interesting that Rich Harmon bought in the money November LGND Calls as a result of the rumor that their would be an article in Science regarding small molecule mimics of poly-peptide drugs, and that this breakthrough alone had huge potential. Which part of the response is most rational? RH is brilliant, and adds substantially to SI's biotechnological analysis. I read every post he writes. Given my respect for both RH and HN, I don't believe that this thread has adequately assessed opportunity, probability, magnitude, timeline, and risk. We are working on it. Given what we have the pipeline is the place to start. Isn't it amazing how Sunday's conversations are sane?

To: smh who wrote (23355)	7/20/1998 12:11:00 AM
From: Henry Niman	Respond to of 32384

I think that a quick look at LGND's pipeline at home.att.net will show the progress. When LGND went public in 1992, analysts did not expect retinoids to be on the market until right about now. Panretin (9-cis retinoic acid) was DISCOVERED in the early 90's (the paper showing that it was a natural hormone came out in 1992) and it may very well be on pharmacy shelves by the end of this year. Biotechs are built, and they are built with outside funding until products come to market. LGND's products are on time, but their pipeline development is far ahead of schedule.