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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: sim1 who wrote (6262)	1/15/1999 1:46:00 AM
From: Vector1	Respond to of 9719

Stuart, I probably am somewhat fatigued. The current NDAs are all for niche markets and Ligand has little track record on the sales and marketing side. Targretin looks like it may not be taken forward by lilly for diabetes which sets that program back months. Ontak is highly toxic and will never be a mainstream agent. Thier desire to agressively try and conduct clinicals in the crowded NHL market shows poor judgement and lack of discipline in my opinion. On the other hand Targretin had very impressive preclinical results in breast cancer models and if the phase II is sucessful it is a huge drug. Also Ligand has first rate science. No one in the know has ever questioned that. I say wait for the Targretin results. If they are good buy. V1