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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: biopicker who wrote (2279)10/10/1997 8:19:00 PM
From: JOHN W.   of 6136
 
L. Moss on AOL has proven that he has had a very accurate model for sales: Another interesting post:

Subject: Comparing apples to apples
Date: Wed, Oct 8, 1997 08:33 EDT
From: LMoss
Message-id: <19971008123301.IAA12909@ladder02.news.aol.com>

Of the $79.5 million in reported 1QF98 Viracept sales, $4.1 million were sales to Roche for use in Europe. U.S. sales were thus $75.4 million, which is the number to compare with my estimate of $70 million. (All of my previous estimates of Viracept sales were for the U.S. alone.)

Incidentally, I understand that Roche is now selling Viracept in France and Germany (as well as Switzerland) under a "special license" program.

I'll soon post estimates of European sales of Viracept. When these are added to my estimate of U.S. sales in F98 of $550 million, and revenues from contract and license fees and royalties are also added, I estimate that total Agouron revenues in F98 will be well above $700 million.

LMoss

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