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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: David S. who wrote (3165)12/5/1997 10:37:00 PM
From: JOHN W.   of 6136
 
Send some cans of dog food too.

I love the reemergence of the "old" David S. in addition to all the new bear posters that have appeared, it is a very positive sign.

Fantastic reasoning! Viracept will be obsolete in the fast changing therapy of HIV, However, the PI from VRTX and Glaxo (they only have one for the lying shorts and analyst) that could be on the mkt in 12-18 months poses a considerable threat and another one to be on the mkt in 2-3 yrs poses another threat in competition. If these drugs are near obsolete why are other companies continuing to pour money into their development that are still years away from being profitable?

With the future of PIs being question, why not put the double whammy on AGPH after THYMITAQ news, these shorts need to go after VRTX.
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