Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: scaram(o)uche who wrote (235)	1/29/1997 12:52:00 AM
From: John Grandy	of 6136

Hmmm. Very interesting stuff. I bought AGPH on McCamant's recommend without really knowing anything about the company. I wonder if Abelson's article in Barrons' knocking them down to 76 was the last setback they suffer on the way to 100? The reason I would lean towards profit taking is that VRTX BCHXF and AGPH ran-up coming into the AIDS conference. Then they really just range traded - relative to the previous fireworks. A lot of new money undoubtedly came in, but there must have been equal amounts of money selling on the news. Now that all the new money has made their "discovery" I would tend to see AGPH drift down. But as you point out they have so many guns in their arsenal, good news could strike at any moment. Would you short GLX ? They seem weak but with VRTX's impressive results it gives one pause to think. Would you initiate a position in GILD at these levels ? HBV is Hepatitis B Virus , correct ? 3TC is looking better than alpha-interferon in trials ? Do you know anything about CYTL's approach to HBV ? McCamant's says its a disaster.

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