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

To: Machaon who wrote (28496)	3/9/1999 11:37:00 PM
From: JOEBT1	Read Replies (2) \| Respond to of 32384

Some miscellany that I've learned in a recent discussion with LGND. The only impact of Lilly's dropping the 1st generation diabetes drugs is postponing the 10 million milestone payment for 12 to 18 months. They expect to be in human testing by mid '00. Pfizer will go into Phase III osteoporosis with one of the two drugs currently in Phase II. AHP is in PhaseI osteoporosis with TSE 424 and will start Phase I breast cancer with ERA 923. Expect to start an Ontak trial for non-Hodgkins lymphoma soon. Seragen payment in August. Morpholon in Phase III by Elan expected to be competitive for pain management because of superior profile--1/day instead of 2/day, etc. Two NDAs,capsule and gel to be filed for CTCL for Targretin. Psoriasis Phase II results in 3rd QT. Elan bought 20M equity and LGND sold 30M in convertible--so cash position should be good. SKB/LGND research on small molecule mimics moving along. Trials using Targretin for lung, ovarian, kidney, prostate are not registered and data analyis has low priority compared to above activities. Henry, what is a non-registered trial?