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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: David S. who wrote (918)7/10/1997 2:15:00 AM
From: JOHN W.   of 6136
 
I'm sorry Dave. Please don't leave this thread, you have become my daily amusement. I will be nicer...maybe tommorrow. Go to the SNUS thread, I'm following wherever you mislead investors on AGPH. Departure of Bob Jackson is nothing and you know it. Why are you going to other threads, talking about AGPH? Maybe you believe you have credibility there. So much ka-ka (ca-ca?) here I better make a list.
1) "Crix Belly" is not old-news. Side-effects and compliance is why nelf is taking so much market share from MRK. Of course you are aware that nelf passed rit and saq and is clearly the second place PI right behind Crix (and closing rapidly). What is even more amazing is that nelf became the #2 PI in less than 1 month after approval. I don't think even these "AGPH bulls" realize that this has become one of the best drug launches ever. Side-effects and compliance are not old news, it will be when nelf has over 90% of new scrips.
2) For the "drug naive" , nelf is the best candidate and you know it.
3) Neither do I, very reliable source told me that Roche is investigating several options on getting a bigger chunk of AGPH. Why do you think I just appeared and have raised my position in AGPH threefold?
4) I just moved from San Diego, I know people at AGPH. I attended the last major conference in S.D. on cancer treatments. This is where you are really wrong. AGPH true notoriety will come from AG3340/THYMITAQ/(oh yeah...and that common cold thing).

I'm tired, I'll enlighten you on IMS data later. Regards, John
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