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

To: JOEBT1 who wrote (24427)	8/12/1998 10:17:00 PM
From: Henry Niman	Respond to of 32384

JOEBT1, I'll start with some corrections and additions: Psoriasis PII trial is complete and Targretin Phase II trial is finishing up. Therefore, by the end of the year I expect the Phase II data for both to have been released and an announcement made on which compound will advance into a registration track Phase III trial. Breast cancer PII trial will be on Tamoxifen-resistant patients. I expect some Phase II data by the end of the year, but think that lung is behind schedule on accruals. I would expect results from 1-2 indications by year end, not 4. In addition to ONTAK approval, I expect ONTAK to be launched by year end. Mini-launch by topical Panretin also possible. Not sure about International marketing for ONTAK and Panretin. I think that MMA's could be filed in Europe by year end, but I thought that LGND was going to create a European sales force (20-35 people) and sell the products themselves in Europe and the US (with a similar sized sales force here). Agree with PII ONTAK trial for non-Hodgkin's lymphoma and PII results from European diabetes study. NDA filings are maybe for oral Targretin for CTCL and probably beginning of 1999 for topical Targretin for CTCL. Panretin filing will be for oral treatment of KS, but won't be until sometime (2Q-3Q?) in 1999. Interleukin deals pretty much wrapped up with SBH (mimics for Neupogen, Epogen, Thrombopoietin, Leptin). Good chance for anti-androgen deals however for BPH and baldness. By year end, I expect a few more IND's by partners (LLY, ABT, AHP, maybe GLX, maybe AGN/WLA) as well as announcement of Phase II type II diabetes trial(s) in US.