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

To: aknahow who wrote (26762)	12/6/1998 4:18:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Bear Stearns puts out a weekly "Bottle Report" which has weekly prescription data on most newer drugs. Anyone in particular that you want?

To: aknahow who wrote (26762)	12/6/1998 4:30:00 PM
From: Henry Niman	Respond to of 32384

If you are asking about Rezulin, last week's Bottle Report shows a 30 bases point increase: 10/23 9.5% 10/30 9.5% 11/06 9.5% 11/13 9.5% 11/20 9.8%

To: aknahow who wrote (26762)	12/6/1998 4:37:00 PM
From: Henry Niman	Respond to of 32384

If you are looking for Evista: Date TRxs Chg TRxs ($MM) NRxs Chg 10/23 46,748 2% $146 17,134 4% 10/30 48,734 4% $152 17,869 4% 11/06 50,948 5% $159 18,434 3% 11/13 50,373 -1% $157 18,169 -1% 11/20 51,615 3% $161 18,856 4% *TRxs exclude mail order

To: aknahow who wrote (26762)	12/11/1998 8:47:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Today's WSJ has an extensive article on the 55% reduction in breast cancer among patients taking LLY's Evista (Raloxifene). The article also discusses patent expirations. Details linked to the New Therapeutics page of biocognizance.com (SERM Table)

To: aknahow who wrote (26762)	12/11/1998 9:32:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Yesterday BT Alex Brown issued a reiterated STRONG BUY on LLY in spite of the halt of their PTH (Para Thyroid Hormone) phase III trial for treatment of osteoporosis due to an adverse effect (bone tumors in rats treated with high doses). BTAB doesn't think that this will impact LLY's bottom line since the submission was slated for 2000, and the drug had to be injected. However, such a result does help the argument for development of rexinoids to compliment SERM treatments (for osteoporosis and breast cancer). LLY, PFE, and AHP have rexinoid deals with LGND for osteoporosis and/or breast cancer. LLY also has a diabetes deal with LGND (Rexinoids with TZDs), while WLA has a Rexinoid/TZD deal with AGN. Rexinoid/SERM details linked to Ligand Clinical Page as well as New Therapeutics Page Rexinoid/TZD details linked to Diabetes page (at biocognizance.com)