Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (2665)	11/6/1997 10:53:00 AM
From: tommysdad	of 6136

John-- I'm confused. I have never attacked the fundamentals of AGPH and yet you want to go "bare knuckles" with me. That's inconsistent with: <<My "bitch" as you so eloquently put it, is posters (sic) opinion of a company's fundamentals that varies with their position.>> My position in AGPH right now is ZERO, but I like the company a lot. That is an inconsistency. Is that your problem? Why no AGPH in my portfolio now? Unlike Richard Harmon, I don't trade -- I plan on keeping stocks for years. And I think {WARNING: Opinoin to follow!} HIV is too nasty a virus to be tamed by any drug or combination of drugs for any length of time. Therefore, I think {WARNING: Opinoin to follow!} Viracept will have a short lifetime -- I understand that you do not and I do not wish to debate that here. Only time will tell who is correct. In any event, what will make AGPH a long-term play is not Viracept -- it's things like Thymitaq and AG3340 and the rest of their pipeline. But I have seen the "two new drugs per year" quote before and it just ain't going to happen -- the company doesn't promise it and simply does not have the capacity for it. It is dangerous for anyone considering AGPH to think this is possible -- they'll just be disappointed. (your average huge pharma, MRK or PFE for example, launches a new drug every other year or so). Viracept only got AGPH in the game in a big way (thanks to Lilly of course). So I'm a lurker because I don't care what happens to AGPH's price today or next week or next month, my horizon is 1999 or 2003. And in 1999 and 2003 Thymitaq and AG3340 will be driving the price of the stock. And data relevant to these two drugs doesn't come out every day like it does for Viracept. Finally, it is unfortunate that you feel that the correction of a factual statement that could easily be mis-interpreted by others is "an attack". It is not. It is a correction of a factual statement. Anyone with any info on Thymitaq and AG3340?

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