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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Henry Niman who wrote (1942)9/30/1997 3:20:00 PM
From: Randy Schmid   of 6136
 
Henry - apologies for the misnamed sobriquet. Trust your daughter and her team continue to crunch opponents. (Saw Indiana University men's team play Sunday - very powerful side. Tremendously confident sweeper).

Saw the follow up article at thestreet.com. This one smacks a little less of fear mongering headline grabbing, which IMO was the motivation for yesterday's article. I agree that distinctions between PI naive and PI experienced patients, compliance levels and their correlation with optimal therapeutic outcomes, etc., are only now beginning to be made at the field clinical level. At the present time, Viracept's advantage and its rapid capture of market share seem linked to ease of administration and therefore higher overall compliance, the best side effect profile of the available PIs, and its putative diminished cross resistivity to other PIs. While the report yesterday sought to cast doubt on the validity of the third advantage, I thought a poster on AOL's board put it well yesterday when they wrote "bottom line, nelf is never going to be worse than crix". Per your previous comments, it appears the street and brokerage houses have reached a similar conclusion.

Regards,

Randy
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