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

To: mike head who wrote (28416)	2/26/1999 8:17:00 PM
From: medsunman	Read Replies (3) \| Respond to of 32384

You're right. The SuperGen news raises some interesting issues. The press release seems to say that SuperGen's drug has been granted orphan drug status for CTCL. How does this affect ONTAK and Targretin oral and topical. Furthermore, CTCL is a small market, and there would hardly seem to be room enough for yet another product. As I understand LGND's strategy, the plan is to get Targretin approved for CTCL - then promote its off-label use in breast cancer based on "hoped for" good results in the Phase II trial with Targretin in breast cancer. If this is the strategy, maybe the additional competition in the CTCL market is not that big of a concern. However, Cheryl noted that the triglyceride elevation seen with Targretin in the diabetes test may limit it usefulness in earlier stage breast cancer. Thus, there may be less Targretin revenue in the small and now crowded CTCL market, as well as a smaller segment of the breast cancer market available to Targetin. Henry, would you please address these issues. Thanks.