kellyCriterion101 Posted - 1 day ago

$VKTX Pretty good read https://www.nature.com/articles/s41591-024-02996-7 very repeatable in GLP-GIP type drugs. In late December I was present when they showed partially mature SELECT data on CV benefit and it seemed to not benefit (on a statistically significant basis) those who are super obese. But this mature data set says otherwise. Of course, this is all baked well into VKTX, but one thing is for certain, GLP-GIP drugs will only get bigger and get more coverage from payers and state. The value of making sure the obese person in your family lives long enough to see their lineage's kids is immeasurable. A reduction in CV events is not something you can ignore. I continue to think the synergy of VK5211 and VK2735 are a complete package for a buyer to negotiate with VKTX and $LGND to own the asset. My ass is burnt this week for sure along with other longs, my average is 63, while the other LT guys here are in from <30. I would buy up here but my exposure is huge. Drawdown sucks, but I know what I hold. Do you?

Capitulation_0 Posted - 2 days ago

$AGEN 100m financing by $LGND Big hedge funds. $30 pre-R/S. FDA type B. Everything is lining up.

Kazusflute Posted - 6 days ago

@TimingTimingTiming @JayDSpra and $AGEN has been a bad stock — not yet settled from RS. Haven’t followed it closely, and only recently invested. Cursory research shows $LGND to be a highly discerning investor/partner … 200mm of support indicates a promising upside for the stock… still in the range of all-time lows…

StockInvest_us Posted - 1 week ago

Signal alert: $LGND - Double Bottom https://stockinvest.us/l/Ip0ylwZYBM

DameWave Posted - 1 week ago

$FBIO One year graph with FBIO in blue vs peers I've written about here before (see previous posts about comparison in sales and market cap). Writing it again, never seen such a mispriced/cheap stock. 8 commercial and 25 clinical products, which together are valued at less than $1 M each, when sales were $84.5 M in 2023 and there are completed deals worth about $900 M. It is extremely difficult today, for me, to see how DFD-29, Cosibelimab, Dotinurad and CUTX -101, all of which have presented their efficacy and safety from Phase 3 (Dotinated Japan, see previous post), should fail not to sell for over $1 B each in total sales (some for significantly more). FBIO market cap today? $32 M. $XOMA $LGND $RPRX

DameWave Posted - 1 week ago

$FBIO $XOMA Reports Q1 revenue $1.5M and the stock is trading up 5% ($296 M market cap)... $LGND +17% last week... When will the market find and understand $FBIO? $XBI $IBB

Doozio Posted - 1 week ago

chop chop huckleberries 🧠⏰♾️ gonna be $lgnd ary!

StockInvest_us Posted - 1 week ago

Signal alert: $LGND - Double Bottom https://stockinvest.us/l/L3xroYgcyv

DameWave Posted - 1 week ago

$FBIO Ligand $LGND flying on Q1 report. While $FBIO ownership shares in 9 companies, future royalties and annual dividends trade at a value of? -$5 M (yes, minus) ... How is that possible? Because $FBIO 53% ownership in $DERM is valued at over $39 M and the entire $FBIO is valued at $34 M... $XBI https://investor.ligand.com/news-and-events/press-releases/news-details/2024/Ligand-Reports-First-Quarter-2024-Financial-Results/default.aspx

fda_tracker Posted - 1 week ago

$LGND New PDUFA Date 2024-09-05 LIGAND PHARMACEUTICALS INCORPORATED Link:http://www.businesswire.com/news/home/20240507633610/en/Ligand-Reports-First-Quarter-2024-Financial-Results Calendar:http://www.fdatracker.com/fda-calendar/

Scooter0732 Posted - 1 week ago

$AGEN Viking Therapeutics is another company Ligand did a deal with a few years back… and we all know how that story played out. Now it’s Agenus’s turn, which shows that Ligand has an eye for picking biotech with VERTICAL potential. $VKTX $LGND

epsguid Posted - 1 week ago

$LGND reported earnings of $3.84, consensus was $0.82 via @eWhispers #epsbeat http://eps.sh/d/lgnd

ace6th Posted - 1 week ago

$AGEN Dancing with the big boys now $AGEN + $LGND

Stock_Titan Posted - 1 week ago

$LGND $AGEN Ligand and Agenus Enter Into $100 Million Royalty Financing Agreement https://www.stocktitan.net/news/LGND/ligand-and-agenus-enter-into-100-million-royalty-financing-hthgktn83jf9.html

TalkMarkets Posted - 1 week ago

Don't Overlook These Top Medical Stocks As Q1 Earnings Approach $LGND $PEN $OSCR https://talkmarkets.com/content/stocks--equities/dont-overlook-these-top-medical-stocks-as-q1-earnings-approach?post=444365

DameWave Posted - 2 weeks ago

$FBIO Why is Fortress Biotech significantly undervalued? (Part 200 or something) $XBI $XOMA is another royalty peer that is probably most similar to Fortress as they invest in an earlier event. Total Revenues 2023 Ligand Pharmaceuticals $LGND: $131,3 M Fortres Biotech: $84,5 M Xoma: $4,8 M Market Cap Today: Ligand Pharmaceuticals: $1328 M Xoma: $289 M Fortres Biotech: $33 M And then Fortress is also a co-owner in all of its 11 companies (majority owner in several, see previous posts).

DameWave Posted - 2 weeks ago

$FBIO Another peer to Fortress Biotech, $RPRX and DRI Healthcare Trust is, as I understand it, Ligand Pharmaceuticals $LGND (haven't had time to check them): https://investor.ligand.com/files/doc_financials/2023/q4/02/Q4-2024-Earnings-Release-Slides_Final-v2-2-27-24.pdf $XBI

StockInvest_us Posted - 04/24/24

Signal alert: $LGND - Oversold Trend Short (Undervalued) https://stockinvest.us/l/qWXH9IF0I1

Stock_Titan Posted - 04/23/24

$LGND Ligand to Report First Quarter 2024 Financial Results on May 7, 2024 https://www.stocktitan.net/news/LGND/ligand-to-report-first-quarter-2024-financial-results-on-may-7-yjicfzsg4j3x.html

novumcarpediem Posted - 1 month ago

@LeLionEtLeRat It's crazy. How can these companies be so naive and trust disclosing their IP to Wuxi ?! These companies $LGND and $KYTX are done. I wouldn't even be surprised if these Cos lose their FTO from patent and Tech theft.

LeLionEtLeRat Posted - 1 month ago

@novumcarpediem thanks for the note! $LGND is not mention but they're exposed too. https://investor.ligand.com/news-and-events/press-releases/news-details/2018/Ligand-Receives-47-Million-from-WuXi-Biologics-for-Expansion-of-Worldwide-OmniAb-Platform-License-Agreement-06-27-2018/default.aspx

vjtweet Posted - 1 month ago

$LGND opened long

Okenrav Posted - 1 month ago

@LeLionEtLeRat Thanks! The Chinese are losing this one. $VKTX got all the drugs they're developing right now from $LGND . So there is a paper trail of the development of these molecules. I do not see this as something that would impede a BO.

Unicorn2020 Posted - 1 month ago

$TSVT Back in @ $5.00 this morning. we will trade in tandem with $LGND

Stock_Titan Posted - 1 month ago

$LGND Ligand Pharmaceuticals Announces New Topiramate Injection Data Presented at 9th London-Innsbruck Colloquium on Status Epilepticus and Acute Seizures Conference https://www.stocktitan.net/news/LGND/ligand-pharmaceuticals-announces-new-topiramate-injection-data-e88o8stfth4g.html

StockInvest_us Posted - 1 month ago

Signal alert: $LGND - PivotPoint bottom https://stockinvest.us/l/3X4ldloAco

Stock_Titan Posted - 1 month ago

$LGND Ligand Pharmaceuticals Announces Launch of Pelthos Therapeutics to Accelerate Commercialization of ZELSUVMI™ https://www.stocktitan.net/news/LGND/ligand-pharmaceuticals-announces-launch-of-pelthos-therapeutics-to-zmpyde9ki690.html

hooks2 Posted - 03/28/24

$LGND

hooks2 Posted - 03/28/24

$LGND

hooks2 Posted - 03/28/24

$LGND