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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (1111)	8/1/1997 11:07:00 AM
From: Peter Church	of 6136

I talked to Donna Nichols this morning about cancer research. She said that patient accrual for Thymitaq was 1/2 that needed so far. There may be a presentation by investigators next spring with NDA at end of 1998. (I'm not sure what that means. Can you illuminate re. NDA? Does it mean approval?) The strategy is to gain approval for head and neck cancers. The other uses for the drug such as lung cancer will be icing on the cake. AG 3340 is in Phase I for all tumor types with 6 patients. Phase II at the end of the year. AG 2034 has 10 patients in the UK and 12 in the US. Phase II is expected next year. They are moving to higher doses cautiously because the drug can be toxic. Below is my earnings model for 1998. The items for taxes, sg&a, partnerships are still too vague. JT will split 1/2 of the profits from Viracept. But then, royalties from the rest of the world should kick in. ---------------------1996 ---------1997 ---------1998E sales----------------- 0 -----------56969 --------250000 contracts ----------40955 ----------65094-------- 75000 licenses -----------15000 ----------10000 --------15000 Revenues-----------55955---------- 132063 -------340000 costproduct sales -----0----------- 24599 --------100000 r&d------------ -----71010 ---------108137 -------118951 sga ------------------8082 ----------32941 --------50000 write off -------------0 -------------57500---------- 0 Expenses -----------79092 ---------223177------- 268951 partnership -----------0-------------- 0 -----------(62500) op. earnings --------(23137) --------(91114) -------(71049) interest income----- 4548---------- 5731----------- 5731 gross earnings ------(18589) ------(85383) --------14280 income tax -----------934 ----------(42577)------- (5712) net earnings ---------(19523) ------(42806) ---------8568 eps ------------------(1.98) ---------(3.18) ---------0.64 shares ----------------9844 ---------13473 ---------13473 I wish there was an easier way to present spreadsheet data here.

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