surprised that would make such a difference for you re LGND.
Why would that surprise you? A novel Alzheimer's drug, should it show signs of promise in the clinic, could do wonders for LGND's tiny market cap if we are indeed talking about the same BACE inhibitor.
In case you missed it, LGND recently revealed RIBX and their antibiotic as a Captisol partner - positive phase 2b data today and upcoming IPO
Don't know anything about this. I don't follow LGND as closely as you and ghmm though I do try to keep an eye on it. What are royalties LGND could receive on the RIBX antibiotic?