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

To: Henry Niman who wrote (25645)	9/22/1998 1:52:00 PM
From: ewolf	Read Replies (1) \| Respond to of 32384

It certainly looks like the sector has taken a significant turn for the better. Chiron, biogen, agouron, immx, isip, lgnd, sepr, and many others are finally gaining value.

To: Henry Niman who wrote (25645)	9/22/1998 2:00:00 PM
From: bluejeans	Read Replies (1) \| Respond to of 32384

Henry, Do you know if anyone is going to the Bear Stearns conference and will report back here (such as Bernie or Walter )? Bob

To: Henry Niman who wrote (25645)	9/22/1998 2:00:00 PM
From: bob zagorin	Read Replies (2) \| Respond to of 32384

Seems to me, the ONTAK dealalso gives LGND access to some mfg. facilities and a sales force. Perhaps, there are some real savings in getting these facilities this way rather than hiring and building. Could management be that smart? Would anyone (with real inf.) care to fill in the blanks.

To: Henry Niman who wrote (25645)	9/22/1998 3:26:00 PM
From: Mudcat	Read Replies (2) \| Respond to of 32384

Henry, you keep ignoring that ONTAK has been delayed at least another quarter so that means profits if any will be delayed another 3 months. See your own post where ONTAk was supposed to be approved this quarter. www2.techstocks.com Maybe if you stopped playing cyberslueth you could remember all the hype you put out and stop misleading the readers on this thread.

To: Henry Niman who wrote (25645)	9/22/1998 5:21:00 PM
From: growthvalue	Respond to of 32384

"Bob, Most or all of the analyst expect the deal to be acretive next year and according to LGND IR, the formula for profitability includes sales for ONTAK and topical Panretin. Prior to the ONTAK/ALRT deal, analysts did not project profits until the year 2000 (now they all say 1999)." Henry, this begs the question. As discussed before, the fact that Ontak will lead to accounting earnings in 1999, even though none was expected before, does not in itself mean the transaction is beneficial to shareholders. GV