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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Paul Barr who wrote (1935)9/30/1997 11:48:00 AM
From: Peter Church   of 6136
 
Welcome Joe E.

The good side of this shakeout is that this thread has gained some knowledgeable stock owners. It takes courage and insight to buy when the stock is swooning. Thanks for recognizing the opportunity.

I hope we can get away from the suspicious, paranoid, negative talk about spins, ambushes, hidden influences, and corporate alliances with the media. Focusing there won't help us understand the situation or Agouron's relative strength. We couldn't do anything about conspiracies anyway except complain. These will wash away against scientific data in the long run. I think we will be better served to focus on understanding the raw data and trying to interpret the often conflicting reports. Neither the media nor Analysts will help us understand whether it is best to buy or sell Agouron's stock at this point. Only we can do it.

The question of whether cross resistance is different for naive patients (and other PI's) as opposed to drug veterans.... Is this what is shaking out from the ICAAC data on Viracept? Or is it a question of how advanced is the disease before initiating treatment?

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