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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Oliver & Co who wrote (3739)2/5/1998 12:48:00 AM
From: Peter Singleton   of 6136
 
JLL, Izzy,

You guys are both in the field. What's your opinion of Fortovase? JLL, besides the fact many patients have been exposed to SQV ... what about for new patients? Is the number of pills a material issue? How about tolerability ... it looks about the same as Viracept, and better than Crix and Norvir. Am I right on this? What about cross resistance? Any other issues? I'd sure feel more comfortable as an AGPH shareholder if you guys could give me a credible argument from the point of view of a prescribing physician why you feel Viracept remains the class of the field ... : ) but either way, I'd appreciate your opinion.

Peter
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