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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Jim who wrote (1091)7/31/1997 1:02:00 PM
From: Tokyo VD   of 6136
 
Right on, Jim...

I orginally crafted a much longer response, but it appears it was lost in the system. Basically, I'm a lurker in this board and quite frankly I'm another David S. (but not the one posting under that name).

IMHO, David S. has made some valid points that the cheerleaders (ie, investment bankers). Lehman should be ashamed for parading an internist around to discuss the merits of nelf (then again, Tony B was on Hybridon). To that end, the boys are not representing the clinical data coming from the resistance meetings. While I realize that making such a blanket statement doesn't help the situation, I don't have the time now to go into the necessary details.

As for the stock, everybody and his brother was given a head's up that AGPH would report a positive number today. Now, that everybody has taken that into account, the next level of analysis comes in September in Toronto. I'll be lurking until I get the data from that meeting.

Keep up the good work David S. You've got moral support from a "fly on the wall."
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