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Ligand Pharmaceuticals Incorporated Message Board

royaltyinv 7 posts  |  Last Activity: Jan 27, 2015 4:35 PM Member since: Jun 23, 2013
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  • i don`t know if those are seasonal effects, BUT! Kyprolis Sales are down Q/Q

    Q3 2014 - Total = 94 million
    Q4 2014 - Total = 91 million

    hm....any thoughts out there?

    Sentiment: Hold

  • Commence clinical development for the Company's IRAK4 inhibitor program, expected in the second half of 2015

    so many good news lately...wonder whe this will finally reflect in SP...

    Sentiment: Buy

  • Reply to


    by asj1953 Jan 12, 2015 11:41 AM
    royaltyinv royaltyinv Jan 12, 2015 12:17 PM Flag

    just guessing but might be that some ppl are dissapointed no update on MK 8931 in Mercks JPM15 presentation? - which is the largest of the so called big6 in LGNDs growth portfolio.

    Actually at current price MK8931 isn`t priced in at all imho, but you know how markets are sometimes....
    ...MK8931 could yield 100mm in royalties every year acc. to LGND...

    ...good buy at current advice, just my oppinion....

    Sentiment: Buy

  • royaltyinv by royaltyinv Jan 12, 2015 10:56 AM Flag

    is no help at all...maybe this guy should stop covering LGND...

    ...however SAGE started Ph2. might be a milestone due..?

    Sentiment: Buy


    LGND thinks 547 could bring in 40mm peak royalties...

    ...lot of good news the past weeks...SAGE at ATH btw.

    Sentiment: Buy

  • AS LGND is one of the few Biotechs (of quality) that are down YTD. I assume some pressure is due to tax loss season. LGND is again underperforming the IBB. Which should not be the case, if other sectors are any lesson, Royalties tend to outperform.

    However: I assume this presents a interesting opportunity going into the new year. Q1 2015 LGND might then strongly outperform.

    Sentiment: Buy

  • royaltyinv by royaltyinv Dec 8, 2014 9:34 AM Flag

    One of the bears (Lemelsons) other arguements were scepticism about Kyprolis - here is some snippet from Adam F. / The Street on Kyprolis - all sounds very good:

    "4. Amgen (AMGN) had a very good weekend in San Francisco. Doctors I spoke with and heard from were effusive in their praise for the multiple myeloma drug Kyprolis based on results from the ASPIRE study. And FDA did Amgen a big favor by approving the novel immunotherapy Blincyto right before we all arrived here.

    Sentiment: Buy

55.07-0.75(-1.34%)Feb 27 4:00 PMEST

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