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

To: Henry Niman who wrote (28186)	2/13/1999 1:57:00 PM
From: WTDEC	Respond to of 32384

Henry, thanks for the San Diego U-T article: biocognizance.com I think the Boston Univ. strategy of putting all of their biotech investment in one basket is instructive. While investing so heavily in one company, SRGN, could have resulted in a big home run for BU, they ran the risk of the BIG STRIKE-OUT. While the LGND deal allowed them to salvage something, the end result can only be viewed as a strike out. LGND is in a much better position to capitalize on SRGN's assets. I believe there is far more upside to the assets which LGND acquired than the Street realizes at this time. Ontak and it's CTCL application are well understood, but I'm confident there is a lot more potential here. Best regards, Walter