Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (1135)	10/5/1997 1:37:00 PM
From: scaram(o)uche	of 6136

Thanks, John. Your wishing me luck worked. I switched to VGINF and made 2X. When AGPH makes it to about 88/share, you'll be even with me, assuming that I don't make a cent in the interim. The "hidden agenda", profit, is thus revealed. Your association of evil intent with any investment track that differs from yours is bewildering. Obligatory AGPH-related comments..... long ago, given the life-style and compliance benefits of nelf, I indicated that it would take a combination of two "ifs" to shoot down Viracept: cross-resistance that precluded switching from Viracept to other PIs in the event of nelf failure, and evidence of a durability/potency deficiency relative to other PIs. Last week we saw mixed data with respect to the first "if". Despite Merck's best efforts, we saw no effective data addressing the second "if" (the 24 month results with crix do not address any "relative" deficiency of nelf). Viracept thus remains the PI of choice, IMO. OTOH, if you're an investor in AGPH, you MUST keep a close eye on the durability/potency issue. Good luck all! Rick

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