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Biotech / Medical : Gilead Science (GILD) Followers
GILD 121.10+0.4%Jan 9 9:30 AM EST

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To: T. Mann who wrote (258)4/10/1997 1:36:00 PM
From: scaram(o)uche   of 961
 
T:

Obligatory GILD-related comment......... thanks for raising the issue of "flares" after treatment with GS 840. I had forgotten about this. As I indicated, I'm developing a bit of enthusiasm toward GS 840....... not much, but GILD seems to be profiting from keeping it alive and from exposure to increasing numbers of patients, both in the HIV trials and in the HBV setting. I consider my investment in GILD to be relatively safe and wise without GS 840, so I'm a happy camper.

Agouron overvalued? Patients are switching to Viracept. While you're wise to focus on coming competition, we've learned that side-effects will largely determine market share. Only one other PI is in advanced testing, and my own personal feel is that saq/nelf combinations will steal market share and make penetration a nightmare for those who follow. You didn't short it at 60? Great, glad to hear such.

Cheers! Rick
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