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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Randy Schmid who wrote (1944)9/30/1997 4:24:00 PM
From: Henry Niman   of 6136
 
Randy. AGPH has definitely done an excellent job of grabbing market share from the big boys. My background is on the scientific side, so that's what I have focused on. However, I'm sure that other other factors play a large role in the compliance area, which seems to be a major determinant for outcome.
I'm still curious about a head to head comparision in vivo (naive patients would be the easiest group for comparisions). Have any of the big boys used their PI (on naive patients) and then asked if relapsed patients were susceptable to other PI's, including Viracept (AGPH seems to have done such a test for Viracept, with impressive results for naive patients).
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