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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: Randy McWilliams who wrote (342)2/23/1997 11:41:00 AM
From: John Metcalf   of 6136
 
I don't think the VRTX announcement hurt Agouron's stock price, for several reasons: 1) All the info on 141 was presented at the Retroviral Conference a month ago. 2) AGPH rose on 2/19, the day of the announcement, backing off only modestly on 2/20. The big fall was on 2/21. 3) VRTX 141 began a 24-week trial in January, and another in February. The trial in children is planned.

If they hit _all green lights_ VRTX won't have completed trials in children and adults for a year. In other words, AGPH has completed trials and has had a filed NDA for two months. VRTX has begun two of three planned trials, which will each run six months.

Because 141 has not been in Phase III trials, it is not known whether Phase III results will compare favorably with other PI's. For example, the resistance data has only been presented _at four weeks_. Further information is needed to make a comparison between 141 and the others.
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