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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: margie who wrote (2127)10/6/1997 6:00:00 AM
From: Henry Niman   of 6136
 
margie, My recent posts on this thread actually were addressing the science, not AGPH as an investment. I did point out that the AGPH study of Dr. Henry in fact did support the late breaking presentation decribed by Jesse Eisinger in thestreet.com. I haven't read Cramer's recent commentary, but subsequent news items did support the Eisinger article. He does cover Biotechs for thestreet.com and goes to many of the major Biotech conferences, so he should have a reasonably good idea about his subject matter. His article commented on a Newark study that showed that non-naive patients who started on Viracept didn't do very well when switch to another PI. Dr. Henry presented data supporting such an observation (4 out 7 patients who switched after starting with Viracept were not able to get viral counts down to 500 copies /mL) and Dr. Henry's patients in fact were switch later (when their baseline viral load was more than double than that of the Newark study). Thus I still haven't seen an in vivo study comparing apples to apples (advanced patients starting on Viracept and switching compared to similar patients starting on a PI other than Viracept and then switching to Viracept).
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