Replies to post #133137 on Biotech Values

[acgood]

surprised that would make such a difference for you re LGND. Will look into it. In case you missed it, LGND recently revealed RIBX and their antibiotic as a Captisol partner - positive phase 2b data today and upcoming IPO

[ghmm]

it would definitely be worth clarifying for sure. If it is in fact the LGND BACE program, suffice to say LGND would look a bit intriguing to me.

What do you mean it would make LGND a bit more intriguing. I thought it already was :-).

For what its worth I think it is the current molecule. At last years (2010) R&D day I thought they talked about it and checked the slide presentation and slide 37 talks about it in Phase 1 with Phase 2 expected to in late 2010 (that is why I guess its the same molecule but don't invest on my guess :-)). A word of caution its a long ways off as I believe the trial they said Merck was planning was in earlier stage patients and would be multi-year treatment duration.