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


To: Henry Niman who wrote (25741)9/24/1998 11:00:00 AM
From: bluejeans  Read Replies (1) | Respond to of 32384
 
Thanks for sharing the Bear Stearns notes. Since we have 6 late stage products and they are only planning to out license 5...any clues which one they are retaining the worldwide rights to?

Any feedback yet from the Chicago Cub reporter?

Is there a part 2 to the report? Who made the presentation at Bear Stearns?

Bob



To: Henry Niman who wrote (25741)6/26/1999 8:01:00 PM
From: Henry Niman  Read Replies (1) | Respond to of 32384
 
Your Bear Stearns report shows how absurd your earlier comment was:
Message 10252234

In case you missed LGND's latest press release, they filed an NDA for oral Targretin.

Using your active imagination, you used a Bear Stearns report on a possible topical Targretin filing by the 4Q of last year to somehow lend support to your comment that the oral NDA was 6-9 months late.

Obviously, LGND elected to file on oral first and there was no printed document predicting a 3Q '98 filing for oral Targretin for CTCL.

A few days ago, you said that this filing was 6-9 months late! Thus if my calculations are correct, you are saying that the filing was due in 3Q, 1998! Such a filing would have been a month after my post, and I had noted that LGND had said end of 1998, beginning of 1999, which I don't think gave any hint of a Sept, 1998 filing.

Thus, your comment on the NDA filing of oral being filed as early as Sept 1998 seems to have no support, and the existence of a LGND document indicating a 3Q, '98 filing is a figment of your imagination, at best.