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

To: bob zagorin who wrote (26774)	12/7/1998 12:38:00 PM
From: Henry Niman	Respond to of 32384

This morning BancBoston Robertson Stephens held a conference call which detailed the info on today's BBRS Biotech Balance sheet (details linked to Biotech Boom table at biocognizance.com ). Ligand's Panretin "approval" letter lead the "significant events" category, and ONTAK and Panretin were the first two drugs mentioned in the drugs to be approved this year category. For a replay, call 888.562.6108 and enter 9090 when prompted for conference call number. (replay is good for at least a week, maybe two).

To: bob zagorin who wrote (26774)	12/7/1998 12:52:00 PM
From: Henry Niman	Respond to of 32384

The significant events are covered in the Biotech Balance sheet. Additional notes that I got from the first listen were ASH meeting well attended. Talked mostly about anti-CD20 and expected results from CLTR successful Phase III trial. Upcoming battle between IDPH and CLTR. About 20-30 papers on Rituxan. CLTR has lead for radiolabeled treatment, but since oncologist must refer, market may be smaller than optimistic estimates. MEDI had strong run and sales of $60M for recent Q was good. CNTO weak since their downgrade, but price is almost attractive again. VRTX strong in small cap, CHIR, BCHE strong in big cap MLNM has analyst meeting on 10th and scientific staff should impress. PGNS two Phase II trials mentioned HOE/RP merger could impact partners such as ARIA, CEGE, and VICL