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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Steve Fancy who wrote (3854)2/19/1998 5:03:00 PM
From: Peter Singleton   of 6136
 
Steve, thanks for posting the PW update.

Two numbers to keep our eyes on would be the Norvir scrip # (as EW points out, giving an indication of Norvir + saquinavir hgc/sgc prescriptions), and especially the combined number for Roche's Invirase and Fortovase. Viracept has been edging up in market share about a point a month. If Fortovase takes off, Viracept's market share growth may stall. It's hard to tell from the data so far.

Peter
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