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Ligand Pharmaceuticals Incorporated Message Board

tycobb1923 2 posts  |  Last Activity: Apr 13, 2016 1:34 PM Member since: Feb 26, 2013
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    I might jump in !!

    by rockstudricky Apr 13, 2016 10:32 AM
    tycobb1923 tycobb1923 Apr 13, 2016 1:34 PM Flag

    1) Early data obviously has some of the top Heart Failure researchers and National Institute of Health interest in AIR001. 2) US - only Market potential is $1-6 Billion with a company that has only a $65 million market cap. The price is WAY out of whack with the norms for such a company with a serious Phase II trial with this treatment ALONE! 3) NOW we know what the dilution was for earlier! 4) Company is awaiting to place another trial in Stroke, 5) Company is yet awaiting data from yet another drug (sickle cell disease) in Phase III set-to report by the end of the quarter, but if that fails, which I do not believe it will, the upside on AIROO1 alone is huge...Thus, the bottom is negligible in my opinion. 6) If Sickle cell product hits its primary objectives, I cannot see this being less than many of the predictions on this board. Again, the benefit to risk scenario appears to be very much in favor. Please, keep patients in mind with these serious diseases when discussing and of course, know the existing risks with research.

  • tycobb1923 tycobb1923 Feb 22, 2016 5:01 PM Flag

    Agreed and thought CLLS was already in a licensing deal with PFE. Although taking over the switch technology may be of interest by both CELG and GILD. I do think BLCM is winding tighter in sideways trading and the recent announcement is a big win for them - NVS appears to be going the direction of allogenic transplant as well which could potentially leap the other modified T-cell players in theory....only. Reaction seems to be very muted for a potentially huge win.

LGND
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