Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: billkirn who wrote (3169)	12/6/1997 12:28:00 AM
From: PAL	Read Replies (1) of 6136

Thank you Bill for that information. I know that Agouron has the reputation of underpromises and overdelivers. The fact that Peter Johnson will appear on Squawk Box shows that he is concerned with his shareholders. Right now the negative thing about AGPH is that it is one note samba, other products in the pipeline are many years away. Although Viracept generates good cash flow, Wall Street does not like a one product company (That's the reason WD40 which is basically one product company does not command high PE), because it does not want to bet on one horse only. Although I like AGPH, that's why I invest a lot of money in it due to my expectation of Thymataq and followed by others down the line. But after Thymataq which is the closest to reality is yanked out, I am concerned that the stock price will not be valued kindly by Wall Street. Afterall, I buy AGPH to get stock appreciation. The current development might dampen that prospect. Paul.

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